secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2023-09-05T23:59:59+00:00
Accession:  0001428336-23-000031
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

HealthEquity Q2 revenue $243.5M (+18% YoY), net income $10.6M vs loss, EPS $0.53 non-GAAP
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- Revenue $243.5M, up 18% YoY from $206.1M; net income $10.6M vs net loss $10.7M in prior year.
- Non-GAAP EPS $0.53, up from $0.33; Adjusted EBITDA $88.1M (+31%), margin 36% vs 33%.
- HSAs 8.2M (+9% YoY); total HSA assets $23.2B (+13%); HSA cash + investments $23.2B.
- FY2024 guidance: revenue $980-990M, non-GAAP EPS $1.97-2.06, Adj. EBITDA $338-348M.
- Record HSA asset growth and 360bps adjusted EBITDA margin expansion YoY.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000142833623000031/0001428336-23-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000142833623000031/hqy-20230905.htm
  HTML page:      https://secwatch.observer/filing/0001428336-23-000031

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer