earnings
confidence high
sentiment positive
materiality 0.80
Heartflow Q4 revenue $49.1M (+40% YoY); FY2025 revenue $176M; guides FY2026 revenue $218-222M
Heartflow, Inc.
- Q4 revenue $49.1M (+40% YoY); gross margin 79.5%; net loss $24.4M ($0.29/share).
- Full year 2025 revenue $176M (+40% YoY); net loss $116.8M ($3.17/share).
- FY2026 guidance: revenue $218M-$222M (24%-26% growth); non-GAAP gross margin 80-81%.
- U.S. installed base 1,465 accounts; Plaque installed base 489; Aetna coverage brings Plaque covered lives to ~75%.
- Warrants fully net exercised; no future noncash warrant revaluation charges; cash $280.2M.