{"filings":[{"id":97082,"accession_number":"0001990354-26-000024","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Waystar Q1 revenue $313.9M (+22% YoY); non-GAAP EPS $0.42; FY2026 guidance issued","event_type":"earnings","confidence":"high","bullets":["Revenue $313.9M (+22% YoY); GAAP net income $43.3M ($0.22 EPS), non-GAAP net income $81.2M ($0.42 EPS).","Adjusted EBITDA $135.4M (43% margin); cash from ops $84.9M, unlevered FCF $90.3M.","Subscription revenue $172.2M (+38%); volume-based revenue $139.5M (+7%); NRR 111%; 1,433 high-value clients (+15%).","FY2026 guidance: revenue $1.274B-$1.294B; Adj. EBITDA $530M-$540M; non-GAAP EPS $1.59-$1.68."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":313874000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111574,"accession_number":"0001990354-26-000010","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Waystar Q4 revenue $304M +24% YoY; issues FY2026 guidance $1.27-$1.29B revenue","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $303.5M (+24% YoY); GAAP EPS $0.10, non-GAAP EPS $0.36; adjusted EBITDA $129.1M (43% margin).","FY2025 revenue $1.1B (+17% YoY); net income $112.1M; adjusted EBITDA $462.1M (42% margin); NRR 112%.","Subscription revenue Q4 $167.8M (+38% YoY); volume-based revenue $134.2M (+11%). FY subscription $558.4M (+22%).","FY2026 guidance: revenue $1.274B-$1.294B; adjusted EBITDA $530M-$540M; non-GAAP EPS $1.59-$1.68.","CEO highlights Iodine acquisition integration ahead of plan and AI-powered platform momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":1099278000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111573,"accession_number":"0001990354-26-000005","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Waystar Chief Business Officer Eric Sinclair resigns effective March 2, 2026","event_type":"leadership","confidence":"high","bullets":["Eric (Ric) Sinclair III notified Waystar of resignation on Feb 2, 2026.","Effective March 2, 2026; Sinclair is leaving to join another company.","Resignation not result of any disagreement with Waystar or its Board.","Sinclair will receive his 2025 annual bonus, no other severance benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128194,"accession_number":"0001990354-25-000030","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Waystar Q3 revenue $268.7M (+12% YoY); raises FY2025 guidance","event_type":"earnings","confidence":"high","bullets":["Q3 net income $30.6M ($0.17 GAAP EPS); non-GAAP net income $67.8M ($0.37).","Adjusted EBITDA $112.7M (42% margin); cash from ops $82M, unlevered FCF $96M.","Subscription revenue $134.5M (+14% YoY); volume-based revenue $132.3M (+10%).","Clients >$100K LTM revenue: 1,306 (+11% YoY); net revenue retention 113%.","FY2025 guidance raised: revenue $1.085-1.093B; adj. EBITDA $451-455M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":795740000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128193,"accession_number":"0001104659-25-095372","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","2.03","3.02","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Waystar closes Iodine acquisition for ~$459M cash + 16.6M shares; debt amended","event_type":"m_and_a","confidence":"high","bullets":["Acquisition completed Oct 1, 2025; total consideration ~$458.6M cash plus 16.64M shares valued at $37.31/share.","Combined company unites financial and clinical AI; expands TAM by >15% with Iodine's 1,000+ hospital clients.","Waystar expects immediate accretion to gross margin and adjusted EBITDA margin; revenue and non-GAAP EPS accretive in 2027.","Credit facility amended: $250M incremental term loans, revolver increased to $500M, interest rates reduced.","Board expanded to 13; Lauren Young (Advent MD) appointed as Class II director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144997,"accession_number":"0001410578-25-002032","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Waystar enters underwriting agreement for secondary offering of 18M shares by selling stockholders","event_type":"other_material","confidence":"high","bullets":["Secondary offering of 18,000,000 shares of common stock by selling stockholders; company sells no shares.","Company will not receive any proceeds from the offering.","Underwriting agreement with J.P. Morgan Securities LLC dated September 10, 2025.","Offering expected to close on September 12, 2025, subject to customary conditions.","Shares offered under Company's Form S-3 registration statement filed July 14, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144996,"accession_number":"0001990354-25-000015","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Waystar reprices $1.16B term loan; rate cut 25 bps, adds $250M for Iodine deal","event_type":"debt","confidence":"high","bullets":["Refinanced $1,157,711,636 in term loans; interest rate reduced to adjusted SOFR +2.00% from 2.25%.","Added $250M incremental term loans under same terms to partially fund pending Iodine Software acquisition.","Repricing driven by strong lender demand; borrowing costs cut 211 bps since June 2024 IPO.","S&P, Moody's, Fitch reaffirmed debt ratings and stable outlook.","No change to total outstanding indebtedness from the repricing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144995,"accession_number":"0001990354-25-000011","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Waystar Q2 revenue $270.7M (+15%), net income $32.2M, raises FY2025 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $270.7M, up 15% YoY; subscription revenue $131.1M (+17%), volume-based $138.3M (+14%).","GAAP net income $32.2M ($0.18 diluted EPS); non-GAAP net income $65.7M ($0.36 EPS).","Adjusted EBITDA $112.6M (42% margin); operating cash flow $97M, unlevered free cash flow $111M.","Net revenue retention rate 115%; 1,268 clients with >$100K LTM revenue, up 14% YoY.","Raises FY2025 guidance: revenue $1.030-$1.042B, adjusted EBITDA $418-$426M, non-GAAP EPS $1.36-$1.40."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":527089000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144994,"accession_number":"0001104659-25-070034","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Waystar acquires Iodine Software for $1.25B enterprise value; prelim Q2 revenue ~$271M (+15% YoY)","event_type":"m_and_a","confidence":"high","bullets":["Total enterprise value $1.25B; consideration 50/50 cash and stock (approx. $625M cash + 16.75M WAY shares).","Advent, Iodine's largest shareholder, receives only Waystar shares locked up for 18 months; expected close by year-end 2025.","Deal expected to expand Waystar's TAM by more than 15% and deliver >$15M run-rate cost synergies within 18-24 months post-close.","Preliminary Q2 2025 revenue ~$271M, representing ~15% year-over-year growth; combined company to serve 17 of 20 U.S. News Best Hospitals.","Post-close adjusted net leverage ratio expected ~3.5x; Advent gets board nomination right while holding >=5% of WAY shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163379,"accession_number":"0001104659-25-056893","cik":1990354,"company_name":"Waystar Holding Corp.","ticker":"WAY","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["3.03","5.03","5.02","5.07","9.01"],"status":"ready","headline":"Waystar expands board to 12, appoints Aashima Gupta (Google Cloud) and Michael Roman (ex-3M CEO) as directors","event_type":"leadership","confidence":"high","bullets":["Board expanded from 10 to 12 directors; charter amended to remove ten-person limit, approved by 72.5% of outstanding shares.","Aashima Gupta, 54, Global Director of Healthcare Solutions at Google Cloud since 2018, appointed Class III director.","Michael Roman, 65, former CEO of 3M Company (2018-2024) and current Abbott Laboratories board member, appointed Class I director.","Gupta joins Audit & Risk Committee; Roman joins Audit & Risk and Nominating & Corporate Governance Committees.","Annual meeting also re-elected Class I directors Blaichman, Hung, and Riefberg, and ratified KPMG as auditor for FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}