Financial Data and Key Metrics Changes - The company reported full-year consolidated revenue of $947.7 million, an increase of $252.5 million, or 36.3% year-over-year [6] - Adjusted EBITDA for the full year was $72.5 million, up $19.2 million, or 36% compared to the previous year [6] - Adjusted earnings per share for the full year reached $1.18, exceeding the midpoint of the updated annual guidance of $1.16 [5][6] Business Line Data and Key Metrics Changes - In the home health and hospice segment, Q4 revenue was $233.3 million, an increase of $91.3 million, or 64.3% year-over-year, with adjusted EBITDA of $33.7 million, up $12.4 million, or 58.2% [12] - Fourth quarter admissions surged 81.3%, with Medicare admissions growing 87.5% year-over-year [12] - The senior living segment saw full-year revenue improve to $215 million, an increase of $39.2 million, or 22.3% over the prior year [16] Market Data and Key Metrics Changes - The average daily census in hospice care grew to 5,060, a 46.9% increase over the prior year quarter [15] - Same-store Medicare admissions in home health grew 8.2%, with a 3.7% increase in Medicare revenue per episode [13] - All store occupancy in senior living rose 200 basis points to 80.6%, with same-store occupancy ending the year at 82.1% [17] Company Strategy and Development Direction - The company is focused on optimizing performance and driving operational excellence while remaining open to selective acquisitions [9] - Key focus areas include leadership development, clinical excellence, employee experience, margin improvement, and growth [8] - The company aims to continue the upward trajectory of its senior living business, with significant growth potential ahead [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying trajectory of the business despite reimbursement headwinds [15] - The company anticipates a full-year revenue guidance of $1.13 billion to $1.17 billion for 2026, reflecting a 22.4% increase at the midpoint [11] - Management highlighted the importance of local leadership in responding to community needs and driving organic growth [57] Other Important Information - The company completed significant acquisitions, including the purchase of over 50 locations from UnitedHealth and Amedisys, enhancing its reach in the Southeast [8] - The balance sheet remains strong, with a net debt to adjusted EBITDA ratio of 1.7 times, well under the covenant limit [23] - The company generated $21 million of cash flows from operations in Q4, bringing the year-to-date total to $48.3 million [23] Q&A Session Summary Question: Is the guidance conservative due to the integration of Amedisys and UnitedHealth? - Management confirmed that the guidance reflects a conservative approach due to expected initial noise during the transition of operations [30] Question: How do joint ventures perform compared to non-JV agencies? - Management stated that joint ventures are treated like any Pennant business, focusing on local leadership and collaboration with health system partners to achieve exceptional outcomes [32] Question: How does the Amedisys and UnitedHealth asset ramp-up compare to Signature? - Management noted similarities in leadership quality and operational strengths, expressing confidence in the transition process based on past experiences [39] Question: What is the expected same-store revenue growth for 2026? - Management indicated a projected 7% increase in home health and hospice revenue for 2026, despite anticipated rate decreases [51] Question: What is the competitive landscape in the hospice segment? - Management highlighted a normalization in growth rates post-pandemic, with strong organic growth driven by local community needs [78]

Elanco Animal Health (NYSE:ELAN) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsBob VanHimbergen - CFOBrandon Vazquez - Healthcare Equity Research AnalysChris Schott - Managing DirectorDaniel Clark - VP of Equity ResearchJeff Simmons - President and CEOJonathan Block - Managing DirectorMichael Ryskin - Managing DirectorTiffany Kanaga - VP of Investor Relations and ESGUmer Raffat - Senior Managing DirectorConference Call ParticipantsErin Wright - Senior Equity Research AnalystNavann ...

I dunno man.I understand how disruptive AI is going to be.I’ve been using it in some capacity daily for what feels like a year+&& it’s only doing more and more and optimizing more and more for me.I’ve seen reports at how little individuals are using it but it is a real threat to basic jobs and white collar roles.However, in the same breadth, I genuinely believe AI will open countless new opportunities.The jobs “lost” are not what the new age / new gen / younger blood even wants to be doing.Ai has an opportu ...

When Tricia Wallwork took the helm of her family’s seven-decades-old sweet tea business, Milo’s had 40 employees and one facility in Alabama that ran a single shift every few days. Now there are more than a thousand employees and three plants producing her family’s iced tea, 24-7.“Milo's really is this great American growth story,” says the 50-year-old Wallwork, granddaughter of Milo Carlton, who started serving the sweet tea at his hamburger shop in Birmingham, which grew into a fast-food chain in the 1980 ...

10 entrepreneurs prove that setbacks don’t define your future. Read how they turned near-ruin into six-figure growth. https://t.co/AaK6X98Rdt ...

BREAKING: Grokipedia saw 24.8% growth in referring domains in a single month. 🚀Web footprint is expanding fast. https://t.co/Nslm2KxBrV ...

ProgressX Freeze (@XFreeze):Grok is exploding in the United States 🇺🇸U.S. market share just hit 17.8% last month - up from only a tiny 1.9% in January 2025Under 2% → almost 18% in a single yearThat’s nearly 10x growthAmerican users are switching to Grok in massive numbers https://t.co/swmUJjoc6e ...

And for us, we look at the business and go, uh, okay, as AI gets better, Figma gets better. And I think everyone should be thinking that way. As you know, AI gets better.Does your company and your products, do they also get better. >> We're also shipping faster than ever. Last year in 2025, we went from four to eight products.And we also launched over 200 features, and that growth and that momentum has not slowed down. We just launched a uh integration with cloud code where cloud code can now go to Figma de ...

showing the trade deficit surging in December. This is important too. 70 billion up 33% from November.Let's discuss it all with David Zervos. He's the chief market strategist at Jeffre. David, it's great to see you.I mean, is it bad. I kind of want to talk trade deficit a little bit. Like it's was that just a one-mon aberration.What's going on here. >> I think look, I've never gotten very excited about one month or even three months of data. I think you need to see the trend and the trend has been that uh t ...

So, let me tell you about a story. It's about a man, a king named Tantless. The story goes like this.He wants dine with the gods. Real VIP access, celestial lightning, and the whole buffet, stuff like that. But his greed and his arrogance got the better of him.He stole ambrosia and nectar, the two things that could make him and his people immortal and reveal divine secrets. And the gods were furious. And that led him to his punishment.He was cast into a pool of clear, drinkable water underneath a tree heavy ...