HealthStream Q4 EPS Beats by 12.5% as Revenue Rises to $79.7 Million
HealthStream reported adjusted Q4 EPS of $0.18, 12.5% above consensus $0.16, and revenue of $79.71 million, beating estimates by 4.6% on a 7.4% year‐over‐year increase. The education‐tech firm has topped EPS estimates three of the past four quarters despite shares falling 11.8% YTD.
1. Q4 Financial Results
HealthStream delivered adjusted earnings of $0.18 per share for the quarter ended December 2025, surpassing the $0.16 consensus by 12.5%. Revenue reached $79.71 million, up 7.4% year-over-year and 4.6% above consensus, driven by increased adoption of its online training platforms.
2. Historical Performance
This quarter marks the third time in four periods that HealthStream has beaten EPS estimates, highlighting a pattern of modest outperformance. Despite these results, shares have declined 11.8% since January, underperforming the S&P 500’s 0.9% gain.
3. Outlook and Guidance
Consensus for Q1 calls for $0.17 EPS on $78.1 million in revenues, while full-year estimates stand at $0.77 EPS on $317.2 million. Investors will monitor management commentary on sustainability of growth amid a bottom-35% industry ranking.