Waystar Holding Corp. (WAY) Form 10-Q — Nov 2, 2026
Waystar reported Q3 2026 revenue of $325.6 million, up 21.2% year over year, with GAAP net income of $31.0 million and diluted EPS of $0.16. For the nine months, revenue grew 20.5% to $959.2 million with net income of $115.2 million (up 25.1%) and Adjusted EBITDA of $411.4 million, while Net Revenue Retention Rate eased to 107.6% from 113.1% a year earlier. The company continued executing its $200 million buyback ($33.4 million repurchased YTD at an average $21.58/share) and is integrating the $1.26 billion Iodine acquisition, which closed October 1, 2025 and added new intangible amortization.
Key figures
- Eps
- 0.16
- Revenue
- 325624000
- Net Income
- 31025000
- Total Assets
- 5922840000
- Cash Position
- 30820000
- Shares Outstanding
- 192265522
- Prior year nrr
- 113.1%
- Buyback authorized
- 200000000
- Nine month revenue
- 959172000
- Nine month net income
- 115175000
- Buyback repurchased 9m
- 33407000
- Nine month revenue yoy
- 20.5%
- Non gaap net income q3
- 87150000
- Non gaap diluted eps q3
- 0.44
- Iodine acquisition price
- 1260000000
- Adjusted ebitda margin q3
- 42.8%
- Nine month net income yoy
- 25.1%
- Adjusted ebitda nine month
- 411430000
- Net revenue retention rate
- 107.6%
- Customers over 100k revenue
- 1488
AI analysis
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