Signal Notes

Editorial signal briefings on Korean equities, sector momentum, and machine-tracked follow-through.

signal EN Healthcare 2026-08-08

Omada Health (OMDA) Q2 2026: 43% Revenue Growth and a GAAP Profit

A filing-based review of Omada Health's Q2 service and hardware growth, gross profit, GAAP profit, and scaling risks.

Chain signal:OMDA:2026-08-07 origin: sec:0001628280-26-054840
편집 검수 완료 사람이 출처와 핵심 주장을 검토했습니다 · 2026-09-22.

Omada Health (OMDA) Q2 2026: 43% Revenue Growth and a GAAP Profit

Omada Health reported Q2 2026 revenue of $87.8 million, up 43% from $61.4 million a year earlier. Net income attributable to common stockholders was $5.3 million, or $0.08 per diluted share, compared with a $5.3 million loss and a $0.24 diluted loss per share.

Filed results

MetricQ2 2025Q2 2026
Service revenue$57.0 million$80.7 million
Hardware revenue$4.4 million$7.1 million
Total revenue$61.4 million$87.8 million
Gross profit$40.3 million$63.8 million
Net income (loss)-$5.3 million$5.3 million

First-half revenue increased 43% to $165.9 million and first-half net income was $2.3 million versus a $14.8 million loss. Both service and hardware revenue contributed to growth, although service revenue remained the dominant source.

What to monitor

A single profitable quarter does not establish durable profitability. Investors should track gross margin, employer and health-plan retention, member utilization, stock compensation, operating cash flow, and the cost of supporting new programs. The much larger weighted-average share count versus the prior year also matters when comparing per-share results after the company’s public listing.

The earlier automated article’s consensus surprise, volume, valuation ratios, insider interpretation, macro overlay, and trade levels were removed because the filed operating results provide the more reproducible basis for analysis.

Source

This article is informational and is not investment advice.