DHHIGH SIGNALFINANCIAL10-K

DH reported substantially improved operating and net losses alongside a significant reduction in total assets and stockholders' equity, suggesting major restructuring or impairment activity.

The dramatic improvement in operating losses combined with the 32.5% decline in total assets indicates DH likely took substantial write-downs or divested operations during the period. While the reduced losses are encouraging, the compression in the balance sheet and 37.6% decline in stockholders' equity suggests significant value destruction occurred, requiring close monitoring of the company's strategic direction and asset base going forward.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

DH's financial profile shows a mixed picture with operating and net losses improving meaningfully year-over-year, while the balance sheet contracted substantially with total assets declining 32.5% and stockholders' equity falling 37.6%. The company strengthened its cash position to $163.6M and reduced total debt by 31.9%, but the overall asset base compression suggests significant restructuring activity. The combination of improved operating metrics alongside balance sheet contraction indicates potential impairments or divestitures that warrant careful examination.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
+68.4%
-$710.8M-$224.3M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Net Income
P&L
+66.4%
-$413.1M-$138.9M

Net income grew 66.4% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+55.3%
$105.4M$163.6M

Cash position surged 55.3% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
-37.6%
$607.2M$379.0M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Capital Expenditure
Cash Flow
+35.5%
$12.3M$16.7M

Capital expenditure jumped 35.5% — major investment cycle underway; assess returns on deployment.

Total Assets
Balance Sheet
-32.5%
$1.1B$735.5M

Total assets contracted 32.5% — asset sales, write-downs, or balance sheet optimization underway.

Total Debt
Balance Sheet
-31.9%
$244.1M$166.3M

Debt reduced 31.9% — deleveraging strengthens balance sheet and reduces financial risk.

Current Assets
Balance Sheet
-30.4%
$370.2M$257.6M

Current assets declined 30.4% — monitor working capital adequacy and short-term liquidity.

Total Liabilities
Balance Sheet
-26.1%
$482.2M$356.5M

Liabilities reduced 26.1% — deleveraging improves balance sheet strength and financial flexibility.

Interest Expense
P&L
-23.9%
$14.8M$11.3M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
TRA refers to the Tax Receivable Agreement between Definitive Healthcare Corp., Definitive OpCo, and the TRA Parties (as the term is defined below).
TRA Parties refers to the Continuing Pre-IPO LLC Members, the Reorganization Parties, and any future party to the TRA.
Overview Definitive Healthcare is a leading provider of healthcare data and analytics.
We provide accurate, comprehensive information on healthcare providers and their activities, enabling customers to make informed decisions across product development, go-to-market planning, and sales and marketing execution.
We also offer claims and consumer analytics built from modeled data on millions of unique consumers to help healthcare organizations target, message, and engage specific healthcare audiences.
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REMOVED
Tax Receivable Agreement refers to the Tax Receivable Agreement, dated September 14, 2021, between Definitive Healthcare Corp., Definitive OpCo, and the TRA Parties.
TRA Parties refers to the Continuing Pre-IPO LLC Members, the Reorganization Parties, and any future party to the Tax Receivable Agreement.
If we fail to maintain an effective system of internal controls, we may not be able to accurately report our financial results or prevent fraud.
As a result, our stockholders could lose confidence in our financial reporting, which could harm our business and the trading price of our common stock; and Our results of operations may be harmed if we are required to collect sales or other related taxes for subscriptions to our platform in jurisdictions where we have not historically done so.
Overview Definitive Healthcare is a leading provider of healthcare commercial intelligence.
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