Highest-materiality recent filing
Waystar Q1 revenue $313.9M (+22% YoY); non-GAAP EPS $0.42; FY2026 guidance issued
Revenue $313.9M (+22% YoY); GAAP net income $43.3M ($0.22 EPS), non-GAAP net income $81.2M ($0.42 EPS).
Waystar Q4 revenue $304M +24% YoY; issues FY2026 guidance $1.27-$1.29B revenue
Q4 revenue $303.5M (+24% YoY); GAAP EPS $0.10, non-GAAP EPS $0.36; adjusted EBITDA $129.1M (43% margin).
Waystar Q3 revenue $268.7M (+12% YoY); raises FY2025 guidance
Q3 net income $30.6M ($0.17 GAAP EPS); non-GAAP net income $67.8M ($0.37).
Waystar closes Iodine acquisition for ~$459M cash + 16.6M shares; debt amended
Acquisition completed Oct 1, 2025; total consideration ~$458.6M cash plus 16.64M shares valued at $37.31/share.
Waystar enters underwriting agreement for secondary offering of 18M shares by selling stockholders
Secondary offering of 18,000,000 shares of common stock by selling stockholders; company sells no shares.
Waystar reprices $1.16B term loan; rate cut 25 bps, adds $250M for Iodine deal
Refinanced $1,157,711,636 in term loans; interest rate reduced to adjusted SOFR +2.00% from 2.25%.
Waystar Q2 revenue $270.7M (+15%), net income $32.2M, raises FY2025 guidance
Revenue $270.7M, up 15% YoY; subscription revenue $131.1M (+17%), volume-based $138.3M (+14%).
Waystar acquires Iodine Software for $1.25B enterprise value; prelim Q2 revenue ~$271M (+15% YoY)
Total enterprise value $1.25B; consideration 50/50 cash and stock (approx. $625M cash + 16.75M WAY shares).
the board expanded the size of the Board from ten directors to twelve directors and appointed Aashima Gupta to serve as a Class III director
Max materiality 0.85 · Median 0.77 · Most common event earnings