HNGE

• Aggregate estimated base rent over the lease term is approximately $86.0 million, plus operating expenses, taxes, and insurance.
• Landlord provides a tenant improvement allowance up to $17.9 million; Hinge Health must provide a $2.8 million standby letter of credit.
• Lease is expected to commence five business days after execution and expire on February 28, 2037, with one five-year renewal option and an early termination right effective January 31, 2035.
• The lease creates a direct financial obligation for Hinge Health, as reported under Item 2.03.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement

• GAAP diluted net income per share was $0.52, compared to a GAAP diluted net loss per share of $13.10 in Q2 2025.
• Free cash flow was $99.6 million in Q2 2026, up from $32.6 million in Q2 2025.
• The company raised full-year 2026 revenue guidance to $856-$860 million, reflecting 46% year-over-year growth at the midpoint.
• Hinge Health signed a definitive agreement to acquire Cylinder Health for $105 million in cash, expected to close in Q3 2026.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Full year 2026 non-GAAP operating margin is now expected to be 27% at the midpoint, with non-GAAP income from operations of $217 million-$227 million.
• Q2 2026 revenue guidance was raised to $200 million-$202 million, reflecting 45% year-over-year growth at the midpoint.
• Q2 2026 non-GAAP income from operations is expected to be $50 million-$52 million, with a non-GAAP operating margin of 25% at the midpoint.
• The company will host its inaugural Investor Day on June 10, 2026, at 1:00 p.m. CT, with a webcast available on its investor relations website.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• At the June 3, 2026 annual meeting, stockholders elected Teddie Wardi (276,921,911 votes for) and Tyler Sloat (291,330,022 votes for) as Class I directors to serve until the 2029 annual meeting.
• Voting rights: Class A common stock had 1 vote per share, Class B common stock had 15 votes per share, and Series E preferred stock had votes based on conversion to common stock as of the April 10, 2026 record date.
• Series E preferred stock was not entitled to vote on Proposal 1 (election of Class I directors).
• The report was filed under Item 5.07 to disclose the results of the matters submitted to a vote of security holders.

5.07 Submission of Matters to a Vote of Security Holders

• GAAP income from operations increased 144% to $32.1 million; non-GAAP income from operations increased 208% to $46.2 million.
• GAAP diluted net income per share was $0.41; non-GAAP diluted net income per share was $0.45.
• Full-year 2026 revenue guidance raised to $798-$804 million (36% growth at midpoint); Q2 2026 revenue expected between $194 million and $196 million.
• LTM calculated billings increased 52% year-over-year to $769.9 million; client count grew 23% to 2,849.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Tyler Sloat was appointed to the Board of Directors as a Class I director, with a term expiring at the 2026 annual meeting.
• Sloat will serve as Chair of the Compensation Committee and as a member of the Audit Committee.
• Sloat received an initial RSU award valued at $400,000, vesting annually over three years, and will receive annual cash fees of $40,000 (Board), $15,000 (Compensation Committee Chair), and $10,000 (Audit Committee), which he elected to receive as RSUs.
• He will also receive an annual RSU award valued at $200,000 beginning at the 2027 annual meeting, and all RSUs vest fully upon a Change in Control.
• No arrangements, family relationships, or reportable transactions were disclosed in connection with his appointment.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Full-year 2025 revenue was $587.9 million, up 51% from $390.4 million in 2024.
• Q4 2025 GAAP diluted net income per share was $0.37; non-GAAP diluted net income per share was $0.49.
• Full-year 2025 GAAP loss from operations was $546.4 million, compared to a GAAP loss of $31.9 million in 2024; non-GAAP income from operations was $119.5 million.
• For Q1 2026, the company expects revenue between $171 million and $173 million; for full-year 2026, revenue between $732 million and $742 million.
• In Q4 2025, the company repurchased $65.0 million of its Class A common stock under a $250.0 million repurchase program authorized in November 2025.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• On November 10, 2025, Hinge Health's board approved a share repurchase program authorizing up to $250 million of its Class A Common Stock.
• Repurchases may be made under Rule 10b-18 and potentially through Rule 10b5-1 plans, with timing and amount at the company's discretion.
• The company reported $108 million in cash from operations and $118 million in free cash flow for the first three quarters of 2025, with nearly $500 million in cash and investments as of Q3 2025.
• The program is expected to be funded with existing cash and ongoing operations, and may be modified, suspended, or terminated at any time by the board.

7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits