Earnings Call InsightsAveanna outlines 2026 revenue target of $2.54B–$2.56B with eight new preferred payer agreements plannedMar 19, 2026, 7:02 PM ETAveanna Healthcare Holdings Inc. (AVAH) StockAI-Generated Earnings Calls InsightsCommentsEarnings Call Insights: Aveanna Healthcare Holdings Inc. (AVAH) Q4 2025 Management View CEO Jeffrey Shaner highlighted a fourth quarter revenue of approximately $662 million, a 27.4% increase over the prior year, and adjusted EBITDA of $85 million, up 54%. Full year 2025 re ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 3, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition Period from to Commission File Number 001-40362 Aveanna Healthcare Holdings Inc. (Exact name of Registrant as specified in its Charter) Delaware 81-4717209 (State or other juris ...

Aveanna Healthcare (NasdaqGS:AVAH) Q4 2025 Earnings call March 19, 2026 10:00 AM ET Company ParticipantsDebbie Stewart - Chief Accounting OfficerJared Haase - Senior Research AssociateJeff Shaner - CEOJohn Ransom - Managing DirectorMatt Buckhalter - CFOConference Call ParticipantsA.J. Rice - Managing Director and Equity Research AnalystAndrew Mok - Director and Equity Research AnalystBenjamin Rossi - Healthcare Services Equity Research AnalystBrian Tanquilut - Healthcare Services Equity Research AnalystPito ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was approximately $662 million, a 27.4% increase year-over-year. Full year 2025 revenue was approximately $2.433 billion, representing a 20.2% increase over the prior year [5][18] - Adjusted EBITDA for Q4 was $85 million, a 54% increase year-over-year, while full year 2025 Adjusted EBITDA was $320.8 million, a 74.8% increase [5][18] - Consolidated gross margin for Q4 was $213.3 million, or 32.2% [18] Business Line Data and Key Metrics Changes - Private Duty Services revenue for Q4 was approximately $541 million, a 28.1% increase, driven by 12.4 million hours of care, a volume increase of 17.9% [19] - Home Health and Hospice revenue for Q4 was approximately $69.3 million, a 27.3% increase, with 10,400 total admissions, 78% of which were episodic [21] - Medical Solutions revenue for Q4 was $52.5 million, up 21.3% year-over-year, with approximately 92,000 unique patients served [22] Market Data and Key Metrics Changes - Preferred payer agreements accounted for approximately 57% of total private duty services MCO volumes in Q4 [10] - The company achieved 10 rate enhancements in 2025, aligning with its government affairs strategy [8] - The episodic payer mix for home health was 78% in Q4, with total episodic volume growth of 25% year-over-year [11] Company Strategy and Development Direction - The company is focused on strengthening partnerships with government and preferred payers to create additional capacity and growth [16] - Strategic initiatives for 2026 include improving clinical outcomes, implementing AI and automation for operational efficiency, and pursuing acquisitions [16] - The company aims to add 8 additional preferred payer agreements in 2026, targeting a total of 38 agreements by year-end [10] Management's Comments on Operating Environment and Future Outlook - Management noted that the demand for home and community-based care remains strong, with no demand problem in the industry [6][7] - The company anticipates 2026 revenue in the range of $2.54-$2.56 billion and Adjusted EBITDA of $318-$322 million, considering ongoing challenges [17][26] - Management expressed confidence in the caregiver hiring and retention trends, which have improved due to alignment with preferred payers [7] Other Important Information - The company is in the process of acquiring Family First Homecare, expected to close in Q2 2026, which will enhance its service offerings in Florida [15][26] - The company had liquidity of approximately $529 million at the end of Q4, with cash on hand of approximately $193 million [24] Q&A Session Summary Question: Impact of Family First acquisition on leverage - Management indicated that the acquisition would have a minimal short-term impact on leverage, with expectations to slightly decrease leverage over 2026 due to generated free cash flow [29][30] Question: Geographic coverage of preferred provider arrangements - Management confirmed that the additional agreements in 2025 and anticipated agreements in 2026 are focused on densifying current geographies, with plans to fill in states like Ohio and Kentucky [32][34] Question: Revenue contribution from Family First - Management expects Family First to contribute approximately $120 million in revenue, with integration efforts anticipated to be smooth [38][39] Question: Trends in episodic mix and membership impacts - Management expressed confidence in maintaining an episodic mix above 75% and noted that they are not concerned about trends in managed Medicare [51] Question: California home-based nursing rates outlook - Management does not expect any material changes in California's budget for home-based nursing rates for 2026, indicating a challenging environment [64] Question: Travel reimbursement for caregivers - Management clarified that 80% of revenues are from shift care where mileage is not reimbursed, minimizing the impact of rising oil prices [72][73]

Aveanna Healthcare (NasdaqGS:AVAH) Q4 2025 Earnings call March 19, 2026 10:00 AM ET Speaker9Good morning, and welcome to Aveanna Healthcare Holdings fourth quarter 2025 earnings call. Today's call is being recorded, and we've allocated 1 hour for prepared remarks and Q&A. At this time, I'd like to turn the call over to Debbie Stewart, Aveanna's Chief Accounting Officer. Thank you. You may begin.Speaker4Thank you, and good morning, and welcome to Aveanna's fourth quarter 2025 earnings call. I am Debbie Stewa ...

For the quarter ended December 2025, Aveanna Healthcare (AVAH) reported revenue of $662.48 million, up 27.4% over the same period last year. EPS came in at $0.17, compared to $0.05 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $627.12 million, representing a surprise of +5.64%. The company delivered an EPS surprise of +38.78%, with the consensus EPS estimate being $0.12.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Aveanna Healthcare (AVAH) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +38.78%. A quarter ago, it was expected that this home health care services provider would post earnings of $0.08 per share when it actually produced earnings of $0.15, delivering a surprise of +87.5%.Over the l ...

Search fieldEntering text into the input field will update the search result belowEntering text into the input field will update the search result below ...

Core Insights - Aveanna Healthcare Holdings Inc. reported strong financial results for the fourth quarter and fiscal year ended January 3, 2026, with significant growth in revenue and adjusted EBITDA, indicating the effectiveness of its strategic transformation efforts [2][9]. Financial Performance - For the three-month period ended January 3, 2026, revenue was $662.5 million, a 27.4% increase from $519.9 million in the same period the previous year [3][9]. - The fiscal year ended January 3, 2026, saw revenue of $2,433.2 million, up 20.2% from $2,024.5 million in the prior fiscal year [7][9]. - Adjusted EBITDA for Q4 2025 was $85.0 million, reflecting a 54.0% increase compared to $55.2 million in the prior year [6][9]. - The company maintained its full-year 2026 revenue guidance between $2.54 billion and $2.56 billion, and adjusted EBITDA guidance between $318 million and $322 million [9][16]. Profitability Metrics - Gross margin for the three-month period ended January 3, 2026, was $213.3 million, or 32.2% of revenue, compared to $171.7 million, or 33.0% of revenue, in the prior year [4][9]. - Net income for the three-month period was $178.8 million, significantly up from $29.2 million in the same period last year, with net income per diluted share increasing to $0.80 from $0.14 [5][9]. - For the fiscal year, net income was $225.0 million, compared to a net loss of $10.9 million the previous year, with adjusted net income per diluted share rising to $0.60 from $0.06 [10][9]. Segment Performance - The increase in revenue for the fourth quarter was driven by a $118.5 million increase in the PDS segment, a $14.9 million increase in the HHH segment, and a $9.2 million increase in the MS segment compared to the fourth quarter of 2024 [3][9]. - For the fiscal year, the PDS segment revenue increased by $366.5 million, HHH segment revenue rose by $30.8 million, and MS segment revenue grew by $11.4 million compared to the previous fiscal year [7][9]. Acquisition Activity - The company announced a definitive agreement to acquire Family First Homecare for $175.5 million, which is expected to close in the second fiscal quarter of 2026 [12][9]. - The integration of Thrive Skilled Pediatric Care has been completed, positioning the company for further acquisition activities [2][9]. Cash Flow and Liquidity - Aveanna generated $131.0 million in free cash flow during the fiscal year, enhancing its balance sheet and providing flexibility for future investments [15][9]. - As of January 3, 2026, the company had cash of $193.3 million and total indebtedness of $1,486.7 million [16][9].

Search fieldEntering text into the input field will update the search result belowEntering text into the input field will update the search result below ...