Q2 FY2026 EarningsQ2 FY26 results slightly beat consensus on the top line ($350.5M vs. $348.6M expected) while delivering strong earnings upside, with normalized EPS of $0.34 exceeding the $0.33 mean estimate. The 180 bps YoY gross margin expansion to 25.5% reflects significant operational efficiencies and reduced stock-based compensation. Despite a large client non-renewal in the prior year, member growth reached 7.2 million, and management authorized an additional $200M share repurchase program to support shareholder value.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Progyny(PGNY) the Revenue is 350.51 M (+5.3%), Beat estimate;the EBIT is 60.48 M (+6.59%), Beat estimate;the EPS is 0.34 (+78.95%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.35B5.30%
0.35B4.74%
+0.00B0.56%
EBITExceed expectations
0.06B6.59%
0.06B3.03%
+0.00B3.56%
EPSExceed expectations
0.3478.95%
0.334776.18%
+0.00532.77%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf