Omada Health Reports Strong Q4 & FY2025 Results, Achieves Profitability, and Issues Positive 2026 Guidance
summarizeSummary
Omada Health reported robust fourth-quarter and full-year 2025 financial results, achieving positive net income in Q4 and positive Adjusted EBITDA for the full year, alongside strong 2026 guidance.
check_boxKey Events
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Strong Revenue Growth
Reported fourth-quarter 2025 revenue of $76 million, up 58% year-over-year, and full-year 2025 revenue of $260 million, an increase of 53% compared to 2024.
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Achieved Profitability Milestones
Achieved positive net income of $5 million in the fourth quarter of 2025 (compared to a net loss of $8 million in Q4 2024) and delivered positive Adjusted EBITDA of $6 million for the full year 2025 (compared to a loss of $29 million in 2024).
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Robust Cash Position
Ended the year with $222 million in cash and cash equivalents, a significant increase from $76 million at the end of 2024.
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Positive 2026 Financial Outlook
Provided 2026 guidance expecting revenue in the range of $312 million to $322 million (midpoint representing 22% growth) and Adjusted EBITDA in the range of $7 million to $15 million.
auto_awesomeAnalysis
This filing signals a significant positive inflection point for Omada Health, demonstrating a successful transition to profitability while sustaining high revenue growth. The company's ability to achieve positive net income in Q4 and positive Adjusted EBITDA for the full year 2025, coupled with a substantial increase in cash reserves, indicates strong operational execution and financial health. The optimistic 2026 guidance for continued revenue growth and profitability further reinforces investor confidence in its business model, particularly its expanding GLP-1 and multi-condition care offerings.
At the time of this filing, OMDA was trading at $14.15 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $787.5M. The 52-week trading range was $10.28 to $28.40. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.