OrthoPediatrics (KIDS) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Good day and thank you for standing by. Welcome to the OrthoPediatrics Corporation First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during this session, you will need to press 11 on your telephone. You will then hear automated message advising your hand is raised. To wi ...

Financial Data and Key Metrics Changes - The company reported revenue of $209.8 million, an increase of $52.9 million or 33.7% compared to the prior year quarter [8] - Consolidated adjusted EBITDA reached $16.4 million, up $5.1 million or 45.9% year-over-year [9] - Adjusted diluted earnings per share increased to $0.27, a rise of $0.07 or 35% from the previous year [9] Business Line Data and Key Metrics Changes - Home Health and Hospice segment revenue was $159.9 million, an increase of $43.4 million or 37.2% year-over-year, with adjusted EBITDA rising to $25.1 million, up $7.3 million or 40.6% [13] - Senior Living segment revenue increased to $50 million, up $9.5 million or 23.6%, with adjusted EBITDA of $4.9 million, a rise of $1.4 million or 40.8% [18] Market Data and Key Metrics Changes - Hospice admissions rose to 3,783, an increase of 22.8%, and average daily census climbed to 3,794, up 28.1% year-over-year [14] - Total home health admissions grew to 18,878, an increase of 4,229 or 28.9%, with Medicare admissions rising by 19.7% [17] Company Strategy and Development Direction - The company focuses on five key initiatives: leadership development, clinical excellence, employee experience, margin improvement, and growth [9] - The company is committed to a locally driven operating model, emphasizing leadership and culture in its acquisitions [11] - Recent acquisitions, including Signature Healthcare, have been integrated successfully, demonstrating the effectiveness of the company's operating model [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the upper end of the 2025 guidance range due to strong performance and early progress in recent acquisitions [12] - The company is monitoring economic uncertainties and will revise guidance as necessary [12] - Management highlighted strong hiring and retention trends, with over 200 net nurses added year-over-year [55] Other Important Information - The company has a strong pipeline of acquisition opportunities and is focused on disciplined growth [21] - Cash flows from operations are expected to be between $35 million and $45 million for 2025 [24] - The company reported a net debt to adjusted EBITDA ratio of 0.83 times [23] Q&A Session Summary Question: What drove the reacceleration of same-store growth in home health and hospice? - Management noted that seasonal changes typically affect growth, with a strong recovery in the first quarter following a decline in the fourth quarter [32] Question: Can you elaborate on guidance expectations and segment contributions? - Management indicated that both segments performed well, with strong revenue quality and margin improvements contributing to the guidance [35] Question: What is the company's perspective on the Optum transaction? - Management expressed excitement about the partnership and emphasized the importance of having strong leaders in place for successful integration [44][45] Question: How does the company view economic sensitivity in senior living? - Management acknowledged sensitivity to macroeconomic conditions but highlighted efforts to improve revenue quality, which has led to robust growth [49] Question: What is the current hiring environment? - Management reported strong hiring and retention trends, with positive growth in staffing levels across both segments [55]

Financial Data and Key Metrics Changes - The company reported revenue of $209.8 million, an increase of $52.9 million or 33.7% compared to the prior year quarter [7] - Consolidated adjusted EBITDA reached $16.4 million, up $5.1 million or 45.9% year-over-year [8] - Adjusted diluted earnings per share were $0.27, an increase of $0.07 or 35% over the prior year quarter [8] Business Line Data and Key Metrics Changes - Home Health and Hospice segment revenue was $159.9 million, an increase of $43.4 million or 37.2% year-over-year, with adjusted EBITDA rising to $25.1 million, up $7.3 million or 40.6% [13] - Senior Living segment revenue increased to $50 million, up $9.5 million or 23.6%, with adjusted EBITDA of $4.9 million, an increase of $1.4 million or 40.8% [18] Market Data and Key Metrics Changes - Hospice admissions rose to 3,783, an increase of 22.8%, and average daily census climbed to 3,794, up 28.1% year-over-year [14] - Total home health admissions grew to 18,878, an increase of 4,229 or 28.9%, with Medicare admissions rising by 19.7% [17] Company Strategy and Development Direction - The company focuses on five key initiatives: leadership development, clinical excellence, employee experience, margin improvement, and growth [8] - The company is committed to a locally driven operating model, emphasizing leadership and culture in its acquisitions [11] - Recent acquisitions, including Signature Health Care, are expected to enhance operational performance and integration [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about achieving the upper end of the 2025 guidance range due to strong Q1 performance and early progress in recent acquisitions [12] - The company is monitoring economic uncertainties and will revise guidance as necessary [12] Other Important Information - The company has a strong pipeline of acquisition opportunities and is focused on disciplined growth [21] - Cash flows used in operations were $21.2 million, impacted by significant acquisitions and timing of incentive payouts [22] Q&A Session Summary Question: What drove the reacceleration of same-store growth in home health and hospice? - Management attributed the growth to seasonal changes and consistent double-digit growth year-over-year in admissions [31] Question: Can you elaborate on guidance expectations and segment contributions? - Management indicated strong performance across both segments, with a focus on revenue quality and margin improvement [34] Question: What is the company's perspective on the Optum transaction? - Management expressed excitement about the partnership and emphasized the importance of having strong leaders in place for successful integration [44] Question: How does the company view economic sensitivity in senior living? - Management acknowledged sensitivity to macroeconomic conditions but highlighted efforts to improve revenue quality and maintain occupancy [48] Question: What is the current hiring environment? - Management reported strong trends in hiring and retention, with over 200 net nurses added year-over-year [54]

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Cybersecurity giant CrowdStrike said on Wednesday that it would lay off 5% of its global workforce, which amounts to about 500 workers. In an 8-K filing, CrowdStrike said the layoffs were part of a "a strategic plan (the 'Plan') to evolve its operations to yield greater efficiencies as the Company continues to scale its business with focus and discipline to meet its goal of $10 billion in ending [Annual Recurring Revenue]." The company also said it was planning to "to hire in key strategic areas throughout ...

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