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Progyny
Progyny (PGNY) investor relations material
Progyny 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Key business highlights
Achieved near 100% client retention for 10 years, adding 900,000 new lives in the 2025 selling season, now serving over 600 clients across 45+ industries.
Expanded offerings to include pregnancy, postpartum, parenting, leave and benefit navigation, and menopause services, with 2.7M lives enrolled in these new programs.
Diversified client base, reducing tech industry concentration from 18% to 15% of lives in two years; largest client now mid-single-digit revenue share.
Completed acquisition of Apryl to enhance global family-building benefits, with new services for pregnancy, postpartum, and menopause planned for 2026.
Fourth quarter results expected to be slightly above guidance due to strong demand and utilization.
Strategic initiatives and product innovation
Launched Progyny Select, a fully insured, pooled risk solution targeting small employers (100+ employees), expanding addressable market by 50 million lives to 156 million.
Progyny Select designed for predictable costs and margin parity with existing ASO model, with financial contribution expected from 2027.
New services powered by personalized member navigation, aiming to improve care coordination and member experience.
Investments in digital assets, AI, and operational infrastructure to support product expansion and member engagement.
Exploring addition of metabolic health/GLP-1 programs to address whole-person women's health.
Financial performance and outlook
Achieved 33% revenue CAGR and 51% Adjusted EBITDA CAGR since IPO, with 900+ basis points of Adjusted EBITDA margin expansion in 2025.
Medical cost trend for clients managed at 5% compounded increase over three years, compared to 27% industry average.
30% overall savings for plan sponsors due to favorable clinical outcomes and cost management.
Achieved over $500M in operating cash flow since 2023, with cash flow conversion rate consistently above 75% and reaching 110%.
Ongoing investments in new products and platforms expected to scale proportionally with business growth.
Detail Progyny Select's margin and market hedge
What drives Progyny's cost trend vs. market?
Update on client/industry concentration risk
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Next Progyny earnings date
Q4 202527 Feb, 2026
Progyny
Next Progyny earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Progyny, Inc. provides employers' fertility and family building benefits solutions. Progyny simplifies how employers offer fertility and family building insurance to their employees by combining three key services: program management for employers, customer support for both employers and employees, and a simple online enrollment platform providing employees the capability to compare plans in one location. Progyny, Inc. was incorporated in 2008 and is headquartered in New York, New York.
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