NASDAQ$WAY

Waystar Holding Corp · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

WAY reported Q1 2026 revenue of $313.9M and net income of $43.3M, with diluted EPS of $0.22.

For Q1 2026, WAY reported revenue of $313.9M and net income of $43.3M. The quarterly filing discusses segment performance, liquidity, and outlook in MD&A.

  • Revenue of $313.9M for Q1 2026.
  • Net income of $43.3M; diluted EPS $0.22.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure discussed in MD&A.

Headline financials

Total Revenue

$314M

Previous: $256M+22.4%
EPS (adj)

$0.22

Previous: $0.16+37.5%
Net Income

$43.3M

Previous: $29.3M+47.9%
Operating Income

$80.5M

Previous: $65.2M+23.4%

Revenue & EPS history

Waystar Holding Corp · Revenue · Quarterly

$314M

Q1 2026+22.4%vs Q1 2025
Beat estimate in 7 of 7 quarters(100%)
ActualEstimate

Revenue by segment

Waystar Holding Corp · $223M total across 2 segments · Q1 2024

  • Volume-Based Revenue
    $117M
  • Subscription Revenue
    $106M

Forward guidance

The filing discusses WAY's operating environment, capital priorities, and risks; formal quarterly EPS guidance is limited in the 10-Q.

Tailwinds

  • MD&A provides segment and liquidity detail for the quarter.
  • Balance sheet and cash flow support ongoing operations and capital returns where applicable.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No full-year EPS bridge in the quarterly SEC filing alone.

Historical earnings impact

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

Avg. return before/after earnings

Based on 9 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.4%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+4.1%

Avg return

30 days after

67%

6 / 9 earnings

Positive

+9.2%

Q3 2023

Best reaction

-13.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.4%-18.4%-21.3%
Q4 2025+8.6%+11.9%+10.6%
Q3 2025-6.5%-5.4%-6.8%
Q1 2025+6.2%+8.7%+7.6%
Q4 2024-0.5%-6.9%-15.9%
Q3 2024+9.2%+8.1%+6.6%
Q3 2023+9.2%+8.1%+6.6%
Q2 2023+8.9%+11.6%+24.9%
Q2 2024+8.9%+11.6%+24.9%
Q1 2024
Q4 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021

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