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Enhabit (EHAB) Matches Q4 Earnings Estimates
ZACKS· 2026-03-04 23:55
Core Viewpoint - Enhabit (EHAB) reported quarterly earnings of $0.14 per share, matching the Zacks Consensus Estimate, and showing a significant increase from $0.04 per share a year ago, indicating a positive earnings surprise of +3.70% [1] Financial Performance - Enhabit achieved revenues of $270.4 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.40%, and up from $258.2 million in the same quarter last year [2] - The company has exceeded consensus EPS estimates in all four of the last quarters [2] Stock Performance - Enhabit shares have increased approximately 47.5% since the beginning of the year, contrasting with a 0.4% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $264.97 million, and for the current fiscal year, it is $0.56 on revenues of $1.09 billion [7] - The trend of estimate revisions for Enhabit was favorable prior to the earnings release, suggesting potential for continued positive performance [6] Industry Context - The Medical Services industry, to which Enhabit belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8]
Why Is Revvity (RVTY) Down 5.1% Since Last Earnings Report?
ZACKS· 2026-03-04 17:31
A month has gone by since the last earnings report for Revvity (RVTY) . Shares have lost about 5.1% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Revvity due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Revvity Inc. before we dive into how investors and analysts have reacted as of late.Revvity Q4 Earnings Beat, Revenues In L ...
报名 | 《2026医健可持续创新案例推荐榜》案例征集正式启动
第一财经· 2026-03-04 01:46
以下文章来源于健闻咨询 ,作者健闻咨询 健闻咨询 . 医疗行业跨界洞察 第一财经、健闻咨询与上海现代服务业联合会医疗服务专业委员会联合发起的《2026医健可持续创新案例 推荐榜》如约而至,于2026年1月15日开始接受企业报名。 《2026推荐榜》以"智创融合,赋能医健产业可持续发展"为年度主题,突出人工智能与医疗健康的深度融 合,寓意以技术革新推动医健产业可持续发展。本届《推荐榜》在此前"国际创新本土化"、"本土创新全球 化"、"ESG创新实践"三个类别子榜单基础上,特别增设"医健+AI创新"类别,以响应人工智能为医健行业 带来的变革。 《医健可持续创新案例推荐榜》项目由第一财经、健闻咨询和上海现代服务业联合会医疗服务专业委员会 共同发起,联合"医健可持续创新案例提名委员会"提名并评选产生推荐榜案例,旨在为医疗大健康行业提 供可持续创新案例的分享交流平台。 《2026医健可持续创新案例推荐榜》 案例征集类别 国际创新本土化 本土研发与知识产权沉淀; 合规体系与商业模式本地适配能力; 本土制造与供应链整合度; 组织与人才体系的本地化建设; 对中国医疗体系的系统性贡献。 本土创新全球化 产品创新力与国际标准适配 ...
Molina Healthcare, Inc. (MOH) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Seeking Alpha· 2026-03-03 17:12
Question-and-Answer SessionListen, right at the top, you reiterated guidance last week, $5 per share for full year '26. It's been a little less than a month now since you reported. I guess, anything to update us on in terms of cost trends, utilization? I think everything -- something that's on people's minds right now is effectuation rates and exchange. Just anything you can highlight since you reported?Mark KeimSenior EVP, CFO & Treasurer Yes. Well, obviously, anything material would be inappropriate to re ...
Surgery Partners(SGRY) - 2025 Q4 - Earnings Call Transcript
2026-03-03 14:32
Surgery Partners (NasdaqGS:SGRY) Q4 2025 Earnings call March 03, 2026 08:30 AM ET Company ParticipantsAndrew Mok - Director of Equity ResearchBenjamin Rossi - Healthcare Services Equity ResearchDave Doherty - EVP and CFOEric Evans - CEOJoanna Gajuk - Director of US Equity ResearchConference Call ParticipantsBrian Tanquilut - Senior Equity AnalystMatthew Gilmore - Equity Research AnalystMichael Marion - AnalystSarah James - Managing Director, Equity Analyst in Healthcare Services and HCITWhit Mayo - Senior M ...
Surgery Partners(SGRY) - 2025 Q4 - Earnings Call Transcript
2026-03-03 14:32
Surgery Partners (NasdaqGS:SGRY) Q4 2025 Earnings call March 03, 2026 08:30 AM ET Company ParticipantsAndrew Mok - Director of Equity ResearchBenjamin Rossi - Healthcare Services Equity ResearchDave Doherty - EVP and CFOEric Evans - CEOJoanna Gajuk - Director of US Equity ResearchConference Call ParticipantsBrian Tanquilut - Senior Equity AnalystMatthew Gilmore - Equity Research AnalystMichael Marion - AnalystSarah James - Managing Director, Equity Analyst in Healthcare Services and HCITWhit Mayo - Senior M ...
Blade(BLDE) - 2025 Q4 - Earnings Call Transcript
2026-03-03 14:00
Strata Critical Medical (NasdaqCM:BLDE) Q4 2025 Earnings call March 03, 2026 08:00 AM ET Speaker4Good morning, ladies and gentlemen, welcome to the Strata Critical Medical Fiscal Fourth Quarter 2025 Earnings Release Conference Call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session, instructions will follow at that time. As a reminder, this call is being recorded. I would now like to turn the conference call over to Matt Schneider, CFO of Clinical S ...
阿里健康与美年健康签署战略合作协议 将围绕三大核心板块展开深度协同
转自:新华财经 美年健康集团董事长俞熔表示:"美年健康将实现从预防医学龙头企业到'AI驱动的平台型健康管理科技 公司'的品牌跃迁,打造'一人一策'个性化服务,构建'公域破圈+私域深耕'的全域增长飞轮。" 编辑:罗浩 阿里健康董事会主席兼首席执行官沈涤凡表示,AI带来的信息平权,让用户从互联网获取医疗信息更 高效、更贴合需求,意愿大大增强。同时,创新药层出不穷,加上在线购药便捷性,用户开始愿意为了 便捷把一部分医疗服务从院内走向院外。希望通过双方的合作,让用户足不出户,就能够把专业、可靠 的医疗护理服务搬到家里。 新华财经北京3月3日电(记者沈寅飞)记者从阿里健康获悉,3月2日,阿里健康与美年健康签署战略合 作协议。双方将围绕护理服务协同、线上线下资源整合、医药健康联动三大核心板块,共同打造标准 化、智能化的上门护理服务体系,切实提升护理服务的可及性与用户体验,助力行业规范发展。 根据协议,双方将围绕三大核心板块展开深度协同:在护理服务层面,阿里健康将对接美年健康的专业 护理团队资源,着力构建30分钟健康服务圈,为用户提供涵盖慢病管理、康复护理、术后换药等上门服 务,并联合推出个性化护理方案;在运营层面,双方将 ...
投资于人:构建双轮驱动的新增长范式|宏观经济
清华金融评论· 2026-03-03 09:06
文/ 青岛银行首席经济学家 刘晓曙 长期以来,受经济发展阶段影响,我国财政支出存在"重物轻人"的倾向, 传统基建投资占比长期偏高,而对教育、医疗等人力资本的投资占比相对 不足。我国亟须立足本土发展阶段,借鉴国际成熟经验,加大投资于人领 域的整体投入力度。 2026年以来,各部委密集部署民生与经济工作重点,从人力资源和社会保障部的技能提升行动、教育部的基础教育资源优化,到民政部的养老服务体系完 善,一系列举措均指向"以人为本"的发展核心,与党的二十届四中全会强调的"坚持惠民生和促消费、投资于物和投资于人紧密结合"要求高度契合。当 前,我国正从依赖物质资本投资的传统增长模式,转向创新驱动全要素生产率提升的高质量发展阶段,人口红利向人才红利转化的势能持续释放,投资于 人已成为破解发展瓶颈、筑牢增长根基的关键抓手。 核心内涵与投资差异 您认为应如何界定投资于人的核心内涵,其与传统生产要素投资的核心差异是什么? 刘晓曙:经济发展最终目的是实现人的全面发展。投资于人的核心,是通过将资金资源向人的全面发展相关方面优先配置,加大教育、医疗、养老等基础 民生与发展型民生领域投入,通过提升人的知识、技能、健康水平和综合福祉,将人 ...
泰格医药股价连续4天下跌累计跌幅7.17%,上银基金旗下1只基金持6.97万股,浮亏损失30.6万元
Xin Lang Ji Jin· 2026-03-03 07:12
3月3日,泰格医药跌3.33%,截至发稿,报56.88元/股,成交5.52亿元,换手率1.70%,总市值489.75亿 元。泰格医药股价已经连续4天下跌,区间累计跌幅7.17%。 截至发稿,陈博累计任职时间6年31天,现任基金资产总规模8.41亿元,任职期间最佳基金回报 101.67%, 任职期间最差基金回报-8.38%。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本 文出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 上银高质量优选9个月持有期混合A(013358)成立日期2021年11月3日,最新规模6489.08万。今年以来 收益1.14%,同类排名7122/8892;近一年收益20.39%,同类排名4881/8141;成立以来亏损20.04%。 上银高质量优选9个月持有期混合A(013358)基金经理为陈博。 资料显示,杭州泰格医药科技股份有限公司位于浙江省杭州市滨江区西兴街道聚工路19号盛大科技园A 座18层,成立日期2004年12月15日,上市日期2 ...