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HealthEquity Inc. Common Stock
HQYUnited States
65 filed reports · 494 financial concepts · 42 earnings calls · 1 media appearances
Filed reports
65 reports · Jul 2016 to Jul 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 168 guidance figures, 25 commentary passages.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 31 | 4,923 | Jul 2016 to Jul 2026 |
| Current · 8-KSEC EDGAR | 24 | 184 | Jul 2016 to Jul 2026 |
| Annual · 10-KSEC EDGAR | 10 | 5,090 | Jan 2017 to Jan 2026 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2027 Q2 | 10-Q | Jul 31, 2026 | Aug 27, 2026 | 343 | Open |
| FY2027 Q2 | 8-K | Jul 31, 2026 | Aug 27, 2026 | 10 | Open |
| FY2027 Q1 | 10-Q | Apr 30, 2026 | May 28, 2026 | 223 | Open |
| FY2026 | 10-K | Jan 31, 2026 | Mar 17, 2026 | 877 | Open |
| FY2026 Q3 | 10-Q | Oct 31, 2025 | Dec 3, 2025 | 220 | Open |
| FY2026 Q2 | 10-Q | Jul 31, 2025 | Sep 2, 2025 | 143 | Open |
| FY2026 Q1 | 10-Q | Apr 30, 2025 | Jun 3, 2025 | 142 | Open |
| FY2025 | 10-K | Jan 31, 2025 | Mar 18, 2025 | 458 | Open |
| FY2025 Q3 | 10-Q | Oct 31, 2024 | Dec 9, 2024 | 143 | Open |
| FY2025 Q2 | 10-Q | Jul 31, 2024 | Sep 3, 2024 | 141 | Open |
| FY2025 Q1 | 10-Q | Apr 30, 2024 | Jun 3, 2024 | 142 | Open |
| FY2024 | 10-K | Jan 31, 2024 | Mar 22, 2024 | 554 | Open |
Financial data
494 concepts · 10,197 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial484 concepts · 9,727 facts · Jul 2014 to Jul 2026
- Cash and cash equivalents at carrying value58 · Jan 2015 to Jul 2026
- Gross profit (US GAAP)58 · Jan 2015 to Jul 2026
- Income tax expense benefit58 · Jan 2015 to Jul 2026
- Net income loss58 · Jan 2015 to Jul 2026
- Operating expenses (US GAAP)58 · Jan 2015 to Jul 2026
- Other nonoperating income expense58 · Jan 2015 to Jul 2026
- Revenue58 · Jan 2015 to Jul 2026
- Allocated share based compensation expense57 · Jan 2015 to Jul 2026
- Amortization of acquired intangible assets57 · Jan 2015 to Jul 2026
- Amortization of intangible assets57 · Jan 2015 to Jul 2026
- Depreciation57 · Jan 2015 to Jul 2026
- General and administrative expense (US GAAP)57 · Jan 2015 to Jul 2026
- Incremental common shares attributable to share based payment arrangements57 · Jan 2015 to Jul 2026
- Operating income loss57 · Jan 2015 to Jul 2026
- Research and development expense57 · Jan 2015 to Jul 2026
- Selling and marketing expense (US GAAP)57 · Jan 2015 to Jul 2026
- Capital expenditures incurred but not yet paid56 · Jan 2015 to Jul 2026
- Depreciation depletion and amortization56 · Jan 2015 to Jul 2026
- Increase decrease in accounts receivable56 · Jan 2015 to Jul 2026
- Increase decrease in accrued liabilities56 · Jan 2015 to Jul 2026
- Increase decrease in employee related liabilities56 · Jan 2015 to Jul 2026
- Net cash provided by used in financing activities56 · Jan 2015 to Jul 2026
- Net cash provided by used in investing activities56 · Jan 2015 to Jul 2026
- Net cash provided by used in operating activities56 · Jan 2015 to Jul 2026
Product4 concepts · 286 facts · Jan 2016 to Jul 2026
- Cost of goods and services sold (US GAAP)141 · Jan 2017 to Jul 2026
- Revenue141 · Jan 2017 to Jul 2026
- Finitelived intangible assets acquired12 · Jan 2016
- Payments to acquire intangible assets2 · Jan 2017
Guidance6 concepts · 184 facts · Sep 2016 to Aug 2026
- Revenue Guidance50 · Sep 2016 to Aug 2026
- Net Income Guidance42 · Sep 2016 to Aug 2026
- EPS (Diluted) Guidance40 · Sep 2016 to Aug 2026
- EPS (Diluted) Guidance (Adjusted (non-GAAP))22 · Jun 2017 to Aug 2026
- Net Income Guidance (Adjusted (non-GAAP))22 · Jun 2017 to Aug 2026
- Effective Tax Rate Guidance8 · Sep 2016 to Sep 2018
Segments
286 factsFigures broken down by business line, region, product or another axis the company reports on.
Product or servicesrt:ProductOrServiceAxis3 members · 282 facts
- Credit And Debit Card94 · Jan 2017 to Jul 2026
- Financial Service Other94 · Jan 2017 to Jul 2026
- Service94 · Jan 2017 to Jul 2026
Product or serviceus-gaap:ProductOrServiceAxis2 members · 4 facts
- Servicing Contracts Portfolio One2 · Jan 2016 to Jan 2017
- Servicing Contracts Portfolio Two2 · Jan 2016 to Jan 2017
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary47 claims from 11 reports · Jul 2024 to Jul 2026
- Management discussion (MD&A) commentary189 claims from 8 reports · Jul 2024 to Jul 2026
- Risk-factor changes11 claims from 1 reports · Jan 2026
- Risk factors86 risks from 2 annual reports · 2025 to 2026
Earnings calls
42 calls · Jun 2016 to Aug 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2027 Q2Aug 27, 2026
- FY2027 Q1May 28, 2026
- FY2026 Q4Mar 17, 2026
- FY2026 Q3Dec 3, 2025
- FY2026 Q2Sep 2, 2025
- FY2026 Q1Jun 3, 2025
- FY2025 Q4Mar 18, 2025
- FY2025 Q3Dec 10, 2024
- FY2025 Q2Sep 3, 2024
- FY2025 Q1Jun 3, 2024
- FY2024 Q4Mar 19, 2024
- FY2024 Q3Dec 5, 2023
- FY2024 Q2Sep 5, 2023
- FY2024 Q1Jun 5, 2023
- FY2023 Q4Mar 21, 2023
- FY2023 Q3Dec 7, 2022
Executive media
1 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- TV interviews1 · Jun 2025
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.