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Investors interested in Medical - Products stocks are likely familiar with AdaptHealth Corp. (AHCO) and Abbott (ABT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revisi ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38399 AdaptHealth Corp. (Exact name of registrant as specified in its charter) | Delaware | 82-3677704 | | --- | --- | | (State of Other Jurisdiction of incorporation or Organiz ...

AdaptHealth Corp. (NASDAQ:AHCO) Q4 2024 Earnings Conference Call February 25, 2025 8:30 AM ET Company Participants Suzanne Foster – Chief Executive Officer Jason Clemens – Chief Financial Officer Conference Call Participants Ben Hendrix – RBC Capital Markets Mathew Blackman – Stifel Brian Tanquilut – Jefferies Richard Close – Canaccord Eric Coldwell – Baird Kieran Ryan – Deutsche Bank Operator Good day, everyone and welcome to today's AdaptHealth Fourth Quarter 2024 Earnings Release. Today's speakers will b ...

Financial Supplement Q4 2024 Disclaimer This presentation contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management's current views concerning future business, events, trends, contingencies, financial performance, or financial condition, appear at various places in this communication and may use words like "aim," "anticipate," "assume," "believe," "continue," "could," "estimate," "expect," "forecast," "future," "goal, ...

AdaptHealth Corp. (AHCO) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 34.48%. A quarter ago, it was expected that this company would post earnings of $0.20 per share when it actually produced earnings of $0.21, delivering a surprise of 5%.Over the last four quarters, the company ha ...

Financial Performance - Net revenue for the full year 2024 was $3,261.0 million, an increase of 1.9% compared to $3,200.2 million in 2023[4] - Net income attributable to AdaptHealth Corp. for 2024 was $90.4 million, a significant recovery from a net loss of $678.9 million in 2023[4] - Adjusted EBITDA for the full year 2024 was $688.7 million, reflecting a 2.7% increase from $670.8 million in 2023[4] - For Q4 2024, net revenue was $856.6 million, a slight decrease of 0.2% compared to $858.2 million in Q4 2023[4] - Q4 2024 net income attributable to AdaptHealth Corp. was $50.3 million, recovering from a net loss of $254.5 million in Q4 2023[4] - Adjusted EBITDA for Q4 2024 was $200.6 million, down 2.0% from $204.6 million in Q4 2023[4] - Net revenue for the three months ended December 31, 2024, was $856,645, a slight decrease of 0.1% compared to $858,234 in the same period of 2023[21] - Net income attributable to AdaptHealth Corp. for the twelve months ended December 31, 2024, was $90,422, a significant improvement from a net loss of $678,895 in 2023[32] - Adjusted EBITDA for the twelve months ended December 31, 2024, was $688,657, representing an adjusted EBITDA margin of 21.1%, compared to $670,795 and 21.0% in 2023[32] - Operating income for the three months ended December 31, 2024, was $97,667, compared to an operating loss of $217,804 in the same period of 2023[21] - Total costs and expenses for the twelve months ended December 31, 2024, were $2,997,243, down from $3,798,578 in 2023[21] Cash Flow and Financial Position - Cash flow from operations increased to $541.8 million in 2024 from $480.7 million in 2023, while free cash flow rose to $235.8 million from $143.2 million[4] - Cash flows from operating activities for the twelve months ended December 31, 2024, increased to $541,839 from $480,666 in 2023[23] - The company had cash at the end of the period amounting to $109,747, an increase from $77,132 at the beginning of the period[27] - Free cash flow for Q4 2024 was $73.1 million, compared to $66.6 million in Q4 2023, representing an increase of 7.2%[34] - For the twelve months ended December 31, 2024, free cash flow totaled $143.2 million, a decrease from $235.8 million in 2023, reflecting a decline of 39.2%[34] - Net cash provided by operating activities for Q4 2024 was $150.4 million, down from $155.3 million in Q4 2023, indicating a decrease of 5.7%[34] Strategic Initiatives and Expenses - AdaptHealth reached a definitive agreement to sell certain incontinence assets in its Wellness at Home segment during Q4 2024[4] - The 2024 period included $2.4 million in charges related to the change in fair value of common stock issued following a court-approved securities class action lawsuit[35] - Consulting expenses in 2024 amounted to $13.9 million for systems implementation activities, while 2023 saw $5.6 million for similar expenses, reflecting a significant increase[35] - Severance charges in 2024 were $3.9 million, primarily related to the separation of the former President, compared to $7.1 million in 2023, which included $2.9 million for the former CEO's separation[35] - The company incurred $4.5 million in consulting expenses associated with asset dispositions in 2024, indicating a strategic focus on optimizing asset management[35] Impairments and Interest Expenses - The company reported a goodwill impairment of $13,078 for the twelve months ended December 31, 2024, significantly lower than the $830,787 recorded in 2023[32] - Interest expense for the twelve months ended December 31, 2024, was $126,668, a slight decrease from $130,299 in 2023[32] - Non-cash goodwill impairment charges were recorded in both years, with 2024 reflecting charges related to the disposition of certain immaterial custom rehab technology assets[35]

Core Viewpoint - AdaptHealth Corp. (AHCO) has experienced a significant downtrend with a 16.5% decline over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround as analysts expect better earnings than previously predicted [1]. Group 1: Stock Performance and Indicators - AHCO's stock is currently showing signs of being oversold, with a Relative Strength Index (RSI) reading of 27.47, indicating that the heavy selling pressure may be exhausting itself [5]. - The RSI is a momentum oscillator that helps identify whether a stock is overbought or oversold, with values below 30 typically indicating an oversold condition [2][3]. Group 2: Earnings Estimates and Analyst Consensus - Over the last 30 days, the consensus earnings per share (EPS) estimate for AHCO has increased by 1.6%, reflecting a strong agreement among analysts regarding the company's potential for better earnings [6]. - AHCO holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the likelihood of a near-term turnaround [7].

Core Viewpoint - Investors in the Medical - Products sector may find AdaptHealth Corp. (AHCO) more attractive than Abbott (ABT) for value investing opportunities [1] Group 1: Zacks Rank and Earnings Outlook - AdaptHealth Corp. has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Abbott has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank focuses on companies with positive earnings estimate revisions, suggesting that AHCO's earnings outlook is improving more significantly than ABT's [3] Group 2: Valuation Metrics - AHCO has a forward P/E ratio of 8.26, significantly lower than ABT's forward P/E of 25.36 [5] - AHCO's PEG ratio is 1.02, while ABT's PEG ratio is 2.43, indicating that AHCO is expected to grow earnings at a more favorable rate relative to its price [5] - AHCO's P/B ratio is 0.79, compared to ABT's P/B of 5.65, further highlighting AHCO's undervaluation [6] Group 3: Overall Value Assessment - Based on various valuation metrics, AHCO holds a Value grade of A, while ABT has a Value grade of C, suggesting that AHCO is the superior value option at this time [6]