Definitive Healthcare (NASDAQ:DH) Issues Quarterly Earnings Results

Definitive Healthcare (NASDAQ:DH) posted its earnings results on Monday. The company reported $0.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.04 by $0.01, FiscalAI reports. The company had revenue of $55.20 million for the quarter, compared to analysts’ expectations of $55.47 million. Definitive Healthcare had a positive return on equity of 4.04% and a negative net margin of 76.04%. Definitive Healthcare updated its FY 2026 guidance to 0.180-0.200 EPS and its Q3 2026 guidance to 0.040-0.050 EPS.

Here are the key takeaways from Definitive Healthcare’s conference call:

• Revenue declined 9% year over year to $55.2 million, with professional services bookings weaker than expected and life sciences recovery taking longer than anticipated.
• Adjusted EBITDA was $14.6 million, or a 26% margin, above guidance, while trailing-12-month unlevered free cash flow reached approximately $50 million. The company raised the midpoint of its full-year adjusted EBITDA guidance to $58 million.
• Net dollar retention improved year over year for the second consecutive quarter, and provider and diversified businesses are showing progress toward returning to growth. Biopharma also posted its strongest new-business quarter in three years outside of Q4, including several win-back customers.
• Full-year 2026 revenue guidance was tightened to $220 million-$222 million, representing an 8%-9% decline, mainly because of weaker professional services expectations. Remaining performance obligations also declined 18% year over year, reflecting fewer multi-year commitments.
• The company launched pilot testing for its AI-powered Turbo platform and is targeting general availability before year-end, but expects no material 2026 revenue contribution; management views the initial benefit primarily as improved retention, with greater revenue potential in 2027.

Definitive Healthcare Price Performance

Shares of DH traded down $0.01 during mid-day trading on Tuesday, hitting $0.69. The company’s stock had a trading volume of 126,646 shares, compared to its average volume of 358,396. The firm has a 50-day moving average price of $0.77 and a 200 day moving average price of $1.11. The stock has a market capitalization of $72.39 million, a price-to-earnings ratio of -0.42, a PEG ratio of 11.51 and a beta of 1.35. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.75 and a quick ratio of 1.75. Definitive Healthcare has a fifty-two week low of $0.62 and a fifty-two week high of $4.35.

Definitive Healthcare News Roundup

Here are the key news stories impacting Definitive Healthcare this week:

• Positive Sentiment: Q2 EPS exceeded expectations. Definitive Healthcare reported adjusted earnings of $0.05 per share, ahead of the $0.04 analyst consensus. Definitive Healthcare Corp. Q2 Earnings Surpass Estimates
• Positive Sentiment: Full-year EPS guidance was raised relative to analyst expectations. Management forecast fiscal 2026 EPS of $0.18-$0.20, above the $0.16 consensus estimate, suggesting better-than-expected profitability or cost control. Definitive Healthcare Reports Financial Results for Second Quarter 2026
• Neutral Sentiment: Third-quarter EPS guidance was broadly in line. The company expects $0.04-$0.05 per share, compared with the $0.04 consensus, while projecting revenue of $54 million-$55 million. Management provided additional outlook commentary during the earnings call. Definitive Healthcare Q2 2026 Earnings Call Transcript
• Negative Sentiment: Revenue guidance fell short of expectations. Third-quarter revenue guidance was below the $55.5 million consensus, and full-year revenue guidance of $220 million-$222 million was below the $223.6 million estimate. This points to slower near-term growth than analysts anticipated. Definitive Healthcare Reports Financial Results for Second Quarter 2026
• Negative Sentiment: Revenue narrowly missed in Q2 and EPS declined year over year. Quarterly revenue was $55.2 million versus the $55.47 million consensus, while EPS fell from $0.07 a year earlier to $0.05. The company also continues to report a substantial negative net margin, increasing execution risk despite positive adjusted earnings. Definitive Healthcare Earnings Results

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Bank of America reissued an “underperform” rating and set a $0.70 target price on shares of Definitive Healthcare in a research note on Monday, June 29th. Wall Street Zen raised Definitive Healthcare from a “hold” rating to a “buy” rating in a report on Sunday, July 26th. Weiss Ratings restated a “sell (e+)” rating on shares of Definitive Healthcare in a research note on Wednesday, June 3rd. Morgan Stanley set a $1.50 price objective on shares of Definitive Healthcare in a report on Tuesday. Finally, Zacks Research upgraded shares of Definitive Healthcare from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Reduce” and a consensus price target of $1.55.

Institutional Investors Weigh In On Definitive Healthcare

A number of institutional investors and hedge funds have recently modified their holdings of DH. Invesco Ltd. raised its position in shares of Definitive Healthcare by 5.8% during the fourth quarter. Invesco Ltd. now owns 117,427 shares of the company’s stock worth $337,000 after purchasing an additional 6,400 shares during the period. XTX Topco Ltd increased its position in shares of Definitive Healthcare by 57.5% in the fourth quarter. XTX Topco Ltd now owns 75,306 shares of the company’s stock worth $216,000 after acquiring an additional 27,495 shares in the last quarter. Occudo Quantitative Strategies LP acquired a new stake in shares of Definitive Healthcare during the fourth quarter valued at approximately $95,000. Millennium Management LLC boosted its stake in Definitive Healthcare by 230.9% in the 4th quarter. Millennium Management LLC now owns 332,087 shares of the company’s stock worth $953,000 after purchasing an additional 231,743 shares during the period. Finally, Inspire Investing LLC grew its position in Definitive Healthcare by 505.7% during the 4th quarter. Inspire Investing LLC now owns 698,967 shares of the company’s stock worth $2,006,000 after purchasing an additional 583,562 shares in the last quarter. Institutional investors and hedge funds own 98.67% of the company’s stock.

About Definitive Healthcare

Definitive Healthcare (NASDAQ:DH) is a leading provider of intelligence and analytics on healthcare providers, organizations and the professionals who treat patients. Through its cloud-based platform, the company aggregates data from multiple sources—including claims, government registries, commercial filings and proprietary research—to deliver a unified view of the healthcare landscape. Its solutions enable life sciences companies, healthcare providers, payers and consulting firms to identify market opportunities, optimize sales and marketing efforts, improve operational efficiency and support better patient outcomes.

The company’s flagship offering is a subscription-based data platform that features detailed profiles on physicians, hospitals, health systems and post-acute care facilities.