secwatch.observer — SEC 8-K summary
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Issuer:     Waystar Holding Corp. (WAY)
CIK:        0001990354
Form:       8-K
Filed at:   2026-07-29T20:01:48+00:00
Accession:  0001990354-26-000034
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Waystar Q2 revenue $319.7M (+18% YoY); raises FY2026 guidance
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- Revenue $319.7M, up 18% YoY; net income $40.9M ($0.21 diluted EPS).
- Non-GAAP net income $83.3M ($0.43 diluted EPS); adjusted EBITDA $136.7M (43% margin).
- Subscription revenue $176.3M (+34% YoY); volume-based revenue $142.1M (+3% YoY).
- FY2026 revenue guidance raised to $1.276B-$1.294B; adjusted EBITDA guidance $535M-$545M.
- Net revenue retention rate 108%; clients >$100K LTM revenue up 15% YoY.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1990354/000199035426000034/0001990354-26-000034-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1990354/000199035426000034/way-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001990354-26-000034

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