Definitive Healthcare Corp. (DH)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$1.05+0.96%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · DH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on winning new logos, expanding existing customers, and launching innovative AI-powered healthcare intelligence solutions to return to sustained growth.
Stated as a priority in 2 of last 2 quarters. Revenue declined from $59.2 million in 2025-Q1 to $55.9 million in 2026-Q1 (-6%) and from $60.8 million in 2025-Q2 to $55.2 million in 2026-Q2 (-9%). Management highlights customer wins, improved retention, and the launch of an AI-powered platform as key growth drivers. The trajectory shows persistent focus but revenue is declining, indicating limited progress on sustained growth so far.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 28% of the time over the next year (vs 52% for the rest of the cohort, n=10029).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Second consecutive quarter of year-over-year improvement in net dollar retention, strong win-back momentum, and launch of Turbo AI platform.'”
“CEO: 'We continue to make progress against each of our strategic pillars and are realizing some positive early indications of success, including improvements in retention rates.'”
Continue to enhance profitability through disciplined cost management and targeted investments to improve adjusted operating income and cash flow.
Stated as a priority in 2 of last 2 quarters. GAAP operating income was negative $4.2 million in 2026-Q1 and negative $6.7 million in 2026-Q2, reflecting ongoing losses. However, adjusted operating income guidance for full year 2026 is $45.5 to $47.5 million, indicating management's focus on improving profitability through adjustments and cost discipline. The trajectory shows recurring focus with limited progress on GAAP profitability but positive adjusted outlook.
“CEO: 'Adjusted operating income expected to be $45.5 to $47.5 million for full year 2026.'”
“CEO: 'Adjusted operating income expected to be $43.5 to $47.5 million for full year 2026.'”
Target growth in adjusted net income and earnings per share through operational improvements and revenue growth.
Stated as a priority in 2 of last 2 quarters. GAAP net loss improved significantly from -$138.6 million in 2026-Q1 to -$5.4 million in 2026-Q2. Adjusted net income guidance for full year 2026 is $27.0 to $29.0 million, with EPS guidance of $0.18 to $0.20 per share. Management is reiterating focus on adjusted profitability and EPS growth, showing progress in reducing losses and positive adjusted outlook.
“Adjusted Net Income expected to be $27.0 to $29.0 million and Adjusted Net Income Per Diluted Share $0.18 to $0.20 for full year 2026.”
“Adjusted Net Income expected to be $23.0 to $27.0 million and Adjusted Net Income Per Diluted Share $0.16 to $0.19 for full year 2026.”
Sustain strong cash flow from operations and unlevered free cash flow to support business operations and investments.
Stated as a priority in 2 of last 2 quarters. Cash flow from operations was stable at $11.6 million in 2026-Q1 and $11.5 million in 2026-Q2. Management emphasizes continued strong cash flow generation to support operations and investments. The trajectory is delivering consistent cash flow generation.
“Cash Flow from Operations was $11.5 million in the quarter.”
“Cash Flow from Operations was $11.6 million in the quarter.”
Complete CEO transition and leverage new leadership to accelerate innovation and growth with AI-powered platform releases.
Newly stated in 2026-09-02. The company announced the appointment of Clay Ritchey as CEO effective September 8, 2026, with a focus on accelerating growth and innovation, including AI-powered platform development. This is a new priority reflecting leadership transition and strategic innovation acceleration.
Over the trailing year it converted -0.22x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.