Definitive Healthcare (NASDAQ:DH) Announces Earnings Results, Beats Expectations By $0.03 EPS

Definitive Healthcare (NASDAQ:DH) posted its earnings results on Thursday. The company reported $0.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.03 by $0.03, FiscalAI reports. Definitive Healthcare had a positive return on equity of 3.52% and a negative net margin of 76.04%.The business had revenue of $55.93 million during the quarter, compared to analysts’ expectations of $55.02 million. Definitive Healthcare updated its Q2 2026 guidance to 0.030-0.040 EPS and its FY 2026 guidance to 0.160-0.19 EPS.

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

• Definitive beat expectations on profitability with Q1 adjusted EBITDA of $15.3M (27% margin), ~260 bps expansion YoY, and about $50M of unlevered free cash flow on a trailing‑12‑month basis.
• Total revenue declined 6% YoY to $55.9M, driven by continued weakness in the life‑sciences vertical; management is guiding Q2 revenue down 8–9% YoY and FY2026 revenue down 6–9% YoY.
• Management highlighted operational progress — claims data has been repaired to at/above historical levels, the company delivered its highest win‑back quarter in >3 years, accelerated integrations (avg time to integrate down to ~45 days and ~75% more integrations vs. the prior 6 months), and plans to roll out AI‑enabled product capabilities later this quarter.
• The company took a $197M non‑cash goodwill impairment tied to the stock price decline (with related TRA remeasurement and tax benefits); this is excluded from adjusted results and does not impact debt covenants but signals market valuation pressure.

Definitive Healthcare Stock Up 3.3%

Shares of DH traded up $0.03 during mid-day trading on Friday, hitting $0.95. 412,439 shares of the company’s stock were exchanged, compared to its average volume of 254,676. The company has a market cap of $100.47 million, a PE ratio of -0.59, a P/E/G ratio of 83.28 and a beta of 1.34. Definitive Healthcare has a 52 week low of $0.89 and a 52 week high of $4.70. The company has a 50-day simple moving average of $1.09 and a 200 day simple moving average of $1.97. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.64 and a quick ratio of 1.64.

Hedge Funds Weigh In On Definitive Healthcare

Hedge funds and other institutional investors have recently made changes to their positions in the company. Raymond James Financial Inc. bought a new position in Definitive Healthcare during the second quarter worth $32,000. Schonfeld Strategic Advisors LLC bought a new position in Definitive Healthcare during the fourth quarter worth $35,000. HRT Financial LP bought a new position in Definitive Healthcare during the fourth quarter worth $47,000. ExodusPoint Capital Management LP bought a new position in Definitive Healthcare during the fourth quarter worth $47,000. Finally, Bayesian Capital Management LP bought a new position in Definitive Healthcare during the second quarter worth $55,000. 98.67% of the stock is owned by institutional investors.

Key Stories Impacting Definitive Healthcare

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

• Positive Sentiment: Definitive Healthcare reported Q1 2026 EPS of $0.06, ahead of the $0.03 consensus estimate, and revenue of $55.93 million, above expectations. Article Title
• Positive Sentiment: The company’s FY 2026 guidance calls for EPS of $0.16 to $0.19 and revenue of $220 million to $226 million, both modestly supportive versus market expectations. Article Title
• Neutral Sentiment: Q2 guidance was also close to estimates, with EPS of $0.03 to $0.04 and revenue of $55 million to $56 million, suggesting steady near-term performance rather than a major upside surprise. Article Title
• Neutral Sentiment: Earnings-call transcripts and pre-earnings coverage indicate investors are digesting management’s commentary for signs of sustained margin improvement and demand trends. Article Title
• Negative Sentiment: Despite the earnings beat, Definitive Healthcare still posted a negative net margin of 57.52%, highlighting ongoing profitability challenges that could limit the stock’s upside. Article Title

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on DH shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Definitive Healthcare in a research note on Wednesday, January 21st. Zacks Research raised Definitive Healthcare from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 28th. Stephens decreased their price target on shares of Definitive Healthcare from $3.00 to $2.00 and set an “equal weight” rating for the company in a research note on Friday, February 27th. Canaccord Genuity Group decreased their price target on shares of Definitive Healthcare from $4.00 to $3.00 and set a “hold” rating for the company in a research note on Friday, February 27th. Finally, Wall Street Zen raised shares of Definitive Healthcare from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $2.86.

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.