HeartFlow raises full-year revenue and margin guidance after Q2 growth

HeartFlow (NASDAQ: HTFL ) released second-quarter financial results and hosted an earnings call on Thursday.

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View the webcast at Summary HeartFlow Inc. reported a strong Q2 2026, with revenue increasing by 48% year-over-year to $64.1 million, driven by robust performance in both FFRCT and plaque adoption, particularly in the U.S. market.

The company raised its full-year revenue guidance to $246-$250 million, reflecting a 40%-42% growth, and adjusted its non-GAAP gross margin guidance to approximately 82%, citing ongoing AI efficiencies and a higher mix of high-margin plaque revenue.

Strategically, HeartFlow continues to focus on commercial adoption, innovation, and clinical evidence, with notable progress in plaque utilization and the successful launch of HeartFlow Plaque Staging, aimed at enhancing physician decision-making and patient management.

Management expressed confidence in the company's competitive positioning and market leadership, noting that the FFRCT and plaque technologies are performing well against traditional non-invasive tests despite competitive pressures.

Future outlook includes expanding into the asymptomatic cardiovascular market, which could increase the U.S.

TAM by approximately $6 billion, and continuing R&D investments to drive product innovation and market expansion.

Full Transcript OPERATOR Good day and thank you for standing by.

Welcome to the HeartFlow Inc. second quarter 2026 earnings call.

At this time all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

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Please be advised today's conference is being recorded.

I would like to hand the conference over to your speaker today, Nick Ledecko.

Please go ahead.

Nick Ledecko, Investor Relations Good afternoon everyone and welcome to the HeartFlow second quarter 2026 earnings conference call.

Joining me today are John Farquhar, HeartFlow's President and Chief Executive Officer, and Vikram Verghes, our Chief Financial Officer.

Today we will walk you through our Q2 performance, share updates on our commercial momentum, innovation pipeline, and clinical programs, and provide financial guidance.

A live Q&A session will follow.

The earnings release accompanying today's discussion is available on our investor relations website at ir.flow.com.

During this call we will refer to certain non-GAAP financial measures; reconciliations to the most comparable GAAP figures can be found in today's earnings release.

I'd like to remind everyone that certain statements made on this call are forward-looking within the meaning of federal securities laws.

These statements are based on management's current expectations and beliefs, involve certain risks and uncertainties, and actual results may differ materially.

Please note that both this live call and a digital replay will be available shortly after the call concludes.

With that, I will now turn the call over to John Farquhar, our CEO.

John Farquhar, President and Chief Executive Officer Thank you for joining us.

Q2 was an outstanding quarter for HeartFlow and the momentum that we entered 2026 with is accelerating.

Our year-over-year revenue growth accelerated for the second consecutive quarter and we finished ahead of our expectations, a credit to our expanding category leadership and the continued strong growth of the CCTA market.

It's also a credit to the outstanding efforts of the HeartFlow team and their continued dedication to the patients we serve.

Thank you all for your hard work and commitment.

In the second quarter, revenue was 64.1 million, up 48% year over year with U.S. revenue up 51%.