Heartflow Q2 10-Q: 48% Revenue Growth, $7.5M Impairment, and New Insider Trading Plans
HTFL sits 79% above its 52-week low of $20.13.
Summary
Heartflow's Q2 10-Q details 48% revenue growth to $64.1M, a $7.5M impairment charge, and new insider trading plans, while confirming raised full-year guidance.
Key Events · Earnings and Guidance · HTFL
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Q2 Revenue Up 48%
Revenue reached $64.1M for Q2 2026, up from $43.4M a year ago, driven by a 74% increase in revenue case volume and expanded reimbursement for Heartflow Plaque Analysis.
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Full-Year Guidance Raised
Management raised full-year 2026 revenue guidance to $246-$250M, up from prior expectations, reflecting continued commercial momentum.
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$7.5M Asset Impairment
The company recorded a $7.5M non-cash impairment charge in Q1 2026 related to subleasing its Mountain View facility at below-market rates.
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New Insider Trading Plans
CFO Vikram Verghese adopted a 10b5-1 plan on June 4, 2026 for up to 106,982 shares, and CMO Campbell Rogers adopted one on June 16, 2026 for up to 91,746 shares.
Analysis · HTFL · Industrial Applications And Services
Heartflow's Q2 10-Q confirms the strong revenue growth and raised guidance already announced in today's 8-K, but adds material new details: a $7.5 million asset impairment charge from subleasing its Mountain View facility, new 10b5-1 trading plans for the CFO and CMO, and ongoing DOJ and patent litigation disclosures. The company remains unprofitable with a $15.7M quarterly net loss, but holds $246.8M in cash and investments, providing runway for at least 12 months.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 29.4% of the 1539 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.45%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, HTFL was trading at $35.97 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $2.7B. The 52-week trading range was $20.13 to $41.22. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.