NASDAQ$HQY

HealthEquity Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

HealthEquity reported strong financial results for the third quarter ended October 31, 2025, with significant increases in revenue, net income, and HSA assets.

HealthEquity delivered a record third quarter for fiscal 2026, with net income of $52 million, 20% growth in Adjusted EBITDA, and 29% growth in non-GAAP net income per share, reflecting the team's focus on helping members better save, spend and invest for health. The company reported a 7% increase in total revenue to $322.2 million and a substantial rise in net income per diluted share to $0.59 from $0.06 a year ago.

  • Revenue increased 7% to $322.2 million compared to the same period last year.
  • Net income per diluted share rose significantly to $0.59, up from $0.06 in the prior year.
  • Total HSA Assets grew 15% year-over-year, reaching $34.4 billion.
  • The company returned $93.7 million to shareholders through stock repurchases and further reduced HSA cash repricing risk with a $2.25 billion Treasury bond hedge.

Headline financials

Total Revenue

$322M

Previous: $300M+7.2%
EPS

$0.59

Previous: $0.06+883.3%
Total HSAs

10.1M

Previous: 9.5M+6.3%
HSAs with Investments

802.0K

Previous: 717.0K+11.9%
Total CDBs

7.2M

Previous: 7.0M+3.1%
Total Accounts

17.3M

Previous: 16.5M+5.0%
Average Total Accounts - QTD

17.3M

Previous: 16.4M+5.2%
New HSAs from Sales - QTD

175.0K

Previous: 186.0K-5.9%
Total HSA Assets

$34.4B

Previous: $30B+14.9%
Average Daily HSA Cash - QTD

$16.9B

Previous: $16.4B+3.0%
Client-held Funds

$803M

Previous: $748M+7.4%
Capital Expenditures

-$1.64M

Previous: -$1.76M+6.4%
Free Cash Flow

$50M

Previous: $3.95M+1168.0%
Net Income

$51.7M

Previous: $5.7M+806.4%
Operating Income

$78.7M

Previous: $19.6M+301.0%
Gross Profit

$228M

Previous: $197M+15.8%
Cash & Equivalents

$309M

Previous: $322M-4.0%
Total Assets

$3.4B

Previous: $3.49B-2.6%

Revenue & EPS history

HealthEquity · Revenue · Quarterly

$322M

Q3 2026+7.2%vs Q3 2025
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

HealthEquity · $249M total across 3 segments · Q3 2024

  • Service Revenue
    $108M-1.0%
  • Custodial Revenue
    $107M+42.8%
  • Interchange Revenue
    $35.1M+6.9%

Forward guidance

For the fiscal year ending January 31, 2026, HealthEquity management expects revenues between $1.302 billion and $1.312 billion, net income between $197 million and $205 million, and Adjusted EBITDA between $555 million and $565 million.

Tailwinds

  • Expected revenue growth to $1.302 billion - $1.312 billion.
  • Anticipated net income of $197 million - $205 million.
  • Projected non-GAAP net income per diluted share of $3.87 - $3.95.
  • Forecasted Adjusted EBITDA of $555 million - $565 million.
  • Strong growth in key financial metrics indicates continued business momentum.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • The outlook is based on estimated diluted weighted-average shares outstanding, which could fluctuate.
  • The normalized non-GAAP tax rate is subject to adjustment based on significant events or changes in business outlook.
  • Forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially.
  • The company's ability to achieve its outlook depends on factors such as market conditions, competition, and regulatory changes.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-0.4%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-1.1%

Avg return

30 days after

55%

29 / 53 earnings

Positive

+10.8%

Q1 2024

Best reaction

-22.2%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+0.7%+2.8%+8.4%
Q3 2026-2.9%-5.5%-7.7%
Q2 2026+7.6%+4.7%-0.3%
Q1 2026+9.1%+7.1%-1.5%
Q4 2025-17.1%-11.2%-16.9%
Q3 2025-4.8%-4.6%-0.5%
Q2 2025+3.9%-4.2%-1.7%
Q1 2025+2.1%+4.4%+2.3%
Q4 2024-1.9%-4.0%-3.7%
Q3 2024+0.4%-0.8%-0.7%
Q2 2024+4.4%+2.4%+9.4%
Q1 2024+10.8%+9.4%+6.1%
Q4 2023+0.8%-1.1%+0.7%
Q3 2023-2.3%-7.7%-9.8%
Q2 2023+0.1%+4.6%+5.5%
Q1 2023+2.0%-0.0%-4.8%
Q4 2022+2.4%+11.3%+20.3%
Q3 2022-21.3%-24.8%-14.4%
Q2 2022+1.2%-1.4%-0.8%
Q1 2022+0.4%-3.2%-1.6%
Q4 2021-5.9%-9.4%-11.8%
Q3 2021-3.7%-8.5%+8.1%
Q2 2021+5.4%-11.8%-6.2%
Q1 2021-6.6%+5.9%-5.6%
Q4 2020-22.2%-17.9%-15.1%
Q3 2020+2.9%+9.6%+17.4%
Q2 2020-6.1%-6.3%-8.1%
Q1 2020+1.7%+6.0%-0.4%
Q4 2019+2.9%-10.2%-23.8%
Q3 2019-17.5%-23.8%-38.8%
Q2 2019+2.9%+3.0%-3.9%
Q1 2019+4.8%+4.6%+1.1%
Q4 2018+8.7%+6.7%+11.3%
Q3 2018-5.8%-6.4%-1.7%
Q2 2018+7.3%+6.0%+23.1%
Q1 2018+8.8%+7.4%-0.2%
Q4 2017-4.6%-12.1%-0.9%
Q3 2017-1.1%-2.4%-2.8%
Q2 2017+3.0%-0.7%+13.1%
Q1 2017+7.9%+7.4%+11.7%
Q4 2016+5.2%
Q3 2016-4.6%
Q2 2016+6.5%
Q1 2015-0.1%
Q1 2016+3.2%
Q4 2013-0.1%
Q1 2014-0.1%
Q4 2015-1.0%
Q3 2014-8.0%
Q3 2015+0.7%
Q2 2015-0.3%
Q4 2014-0.3%
Q2 2014-0.3%

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