Heartflow, Inc. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Heartflow reported Q2 2026 revenue of $64.1M (48% YoY growth) with 83.0% gross margin. The company raised full-year 2026 revenue guidance from $228-232M (29-32% growth) to $246-250M (40-42% growth) and improved non-GAAP gross margin guidance to ~82% from ~81%. Non-GAAP net operating loss narrowed to $7.9M in Q2 vs. $11.5M prior year; cash and investments totaled $246.8M at June 30, 2026.
Why this rating
Strong revenue acceleration (48% YoY), significant guidance raise (+$18-22M, ~8-9% higher), and margin expansion are material. At ~$344M in assets, a $246-250M annual revenue run-rate represents substantial trajectory improvement; approaching profitability on non-GAAP basis. Plaque product emerging as second growth engine adds diversification. Risk: still GAAP unprofitable, dependent on two products.
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