Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $337.7 million, a 20.3% increase from $280.7 million in Q1 2024 [6] - Adjusted earnings per share rose to $1.42, up 17.4% from $1.21 in Q1 2024 [6] - Adjusted EBITDA increased to $40.6 million, a 25.1% rise from $32.4 million in Q1 2024 [6] - Gross margin percentage improved to 31.9% from 31.4% in Q1 2024 [21] - Adjusted EBITDA margin was 12%, compared to 11.6% in Q1 2024 [22] Business Line Data and Key Metrics Changes - Personal Care segment revenues were $258.3 million, accounting for 76.5% of total revenue, with a same-store revenue growth of 7.4% [20] - Hospice segment revenues were $61.4 million, representing 18.2% of total revenue, with same-store revenue growth of 9.9% [20] - Home Health segment revenues were $18 million, making up 5.3% of total revenue, with a same-store revenue growth of 1.3% [20] Market Data and Key Metrics Changes - Personal Care hiring reached 79 hires per day, an increase from the previous year [7] - Average daily census for hospice increased to 3,515, up 4.6% from 3,359 in Q1 2024 [11] - Same-store hours for Personal Care increased by 2% compared to Q1 2024 [10] Company Strategy and Development Direction - The company aims for a minimum annual revenue growth of 10%, focusing on acquisitions that complement organic growth [13] - The strategy includes expanding personal care services in Texas and evaluating smaller acquisition opportunities [14] - The company is committed to maintaining a conservative approach to valuation and due diligence in acquisitions [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the continued demand for home-based care services, which are seen as cost-effective and safe [15] - The company anticipates stable gross margins and consistent cash flow conversion for the full year 2025 [22][24] - Management noted that the clinical hiring environment remains challenging but is improving overall [8][66] Other Important Information - The company utilized approximately $2.5 million in ARPA funding during Q1 2025, with $8.8 million remaining [25] - As of March 31, 2025, the company had cash on hand of approximately $97 million and reduced bank debt by $20 million [6][25] Q&A Session Summary Question: Commentary on hospice cap limitations - Management indicated that cap limitations have not been material, emphasizing a balanced referral mix [28][30] Question: Growth expectations for personal care services - Management acknowledged weather-related impacts in January but expects growth in hours to remain in the 2% to 2.5% range [38] Question: Hospice revenue growth expectations - Management anticipates hospice revenue growth in the 5% to 7% range, likely at the higher end [40] Question: Margin expansion expectations - Management expects 40 to 50 basis points of margin expansion from Q1 to Q2, consistent with historical patterns [46] Question: Impact of ACA expansion rollback - Management stated that potential changes to ACA expansion would likely have no direct impact on the company [50][52] Question: Same-store revenue growth components - Management attributed strong same-store revenue growth to improved scheduling and caregiver assignment practices [56] Question: Industry-wide workforce retention improvements - Management noted improvements in workforce retention across the industry, particularly in personal care [66] Question: Updates on Gentiva's performance - Management reported that Gentiva's bottom line performance has exceeded expectations, while top-line growth has been slightly lighter [76] Question: State budget and rate increase outlook - Management expressed confidence in state budgets and is closely monitoring potential rate increases, particularly in Texas [79]

Core Insights - Addus HomeCare (ADUS) reported revenue of $337.71 million for the quarter ended March 2025, reflecting a year-over-year increase of 20.3% [1] - The earnings per share (EPS) for the quarter was $1.42, up from $1.21 in the same quarter last year, with an EPS surprise of +6.77% compared to the consensus estimate of $1.33 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $340.01 million, resulting in a revenue surprise of -0.68% [1] Revenue Breakdown - Personal care revenue was $258.29 million, which is a 24.2% increase year-over-year, but below the average estimate of $261.89 million [4] - Home Health revenue reached $17.99 million, exceeding the average estimate of $17.66 million, with a year-over-year growth of 6.6% [4] - Hospice revenue amounted to $61.44 million, surpassing the average estimate of $59.79 million, and showing a year-over-year increase of 10% [4] Stock Performance - Over the past month, Addus HomeCare shares have returned +4.7%, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Company Overview - Encompass Health (EHC) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook for investors [3] Price Performance - EHC shares have increased by 2.88% over the past week, outperforming the Zacks Medical - Outpatient and Home Healthcare industry, which rose by 2.41% [5] - Over the past month, EHC's price change is 19.07%, significantly higher than the industry's 2.41% [5] - In the last quarter, EHC shares have risen by 16.8%, and over the past year, they have gained 40.17%, while the S&P 500 has moved -5.55% and 13.72%, respectively [6] Trading Volume - EHC's average 20-day trading volume is 1,151,747 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 7 earnings estimates for EHC have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $4.80 to $4.96 [9] - For the next fiscal year, 7 estimates have also moved upwards without any downward revisions [9] Conclusion - Given the strong price performance, positive earnings outlook, and high momentum score, EHC is positioned as a solid investment opportunity [11]

Company Overview - Astrana Health, Inc. (ASTH) is expected to report a year-over-year decline in earnings of 25.8%, with an estimated EPS of $0.23 for the quarter ended March 2025 [3][12] - Revenue is projected to be $635.17 million, reflecting a significant increase of 57.1% compared to the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on May 8, 2025, and could lead to stock price movements depending on whether the results exceed or fall short of expectations [2] - The consensus EPS estimate has been revised 6.67% higher in the last 30 days, indicating a more optimistic outlook from analysts [4][10] Earnings Surprise Prediction - The Zacks Earnings ESP for Astrana Health is +13.04%, suggesting a higher likelihood of beating the consensus EPS estimate [11] - The company currently holds a Zacks Rank of 3 (Hold), which indicates a moderate outlook [11] Historical Performance - In the last reported quarter, Astrana Health was expected to post earnings of $0.09 per share but instead reported a loss of $0.15, resulting in a surprise of -266.67% [12] - Over the past four quarters, the company has only beaten consensus EPS estimates once [13] Industry Context - In the Zacks Medical - Outpatient and Home Healthcare industry, Elanco Animal Health Incorporated (ELAN) is also expected to report earnings, with an EPS estimate of $0.31, reflecting a year-over-year decline of 8.8% [17] - Elanco's revenue is anticipated to be $1.17 billion, down 3.1% from the previous year [17]

Group 1 - Option Care reported quarterly earnings of $0.40 per share, exceeding the Zacks Consensus Estimate of $0.36 per share, and up from $0.26 per share a year ago, representing an earnings surprise of 11.11% [1] - The company achieved revenues of $1.33 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 5.38%, compared to $1.15 billion in the same quarter last year [2] - Option Care has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - Since the beginning of the year, Option Care shares have increased by approximately 42.1%, while the S&P 500 has declined by 6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for earnings estimates [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $1.34 billion, and for the current fiscal year, it is $1.68 on revenues of $5.44 billion [7] Group 3 - The Medical - Outpatient and Home Healthcare industry, to which Option Care belongs, is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable outlook [8] - Another company in the same industry, Aveanna Healthcare, is expected to report break-even quarterly earnings per share, reflecting a year-over-year change of +100% [9]

Company Performance - Amedisys reported quarterly earnings of $1.25 per share, exceeding the Zacks Consensus Estimate of $1.13 per share, and up from $1.03 per share a year ago, representing an earnings surprise of 10.62% [1] - The company posted revenues of $594.78 million for the quarter ended March 2025, which aligns with the Zacks Consensus Estimate and shows an increase from $571.41 million year-over-year [2] - Over the last four quarters, Amedisys has surpassed consensus EPS estimates two times and topped consensus revenue estimates once [2] Future Outlook - The sustainability of Amedisys's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.43 on revenues of $616.25 million, and for the current fiscal year, it is $4.78 on revenues of $2.45 billion [7] - The estimate revisions trend for Amedisys is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Amedisys belongs, is currently ranked in the top 8% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Amedisys's performance [5]

Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Encompass Health (EHC) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Encompass Health is a member of the Medical sector. This group includes 1000 individual stocks and cu ...

LifeStance Health Group (LFST) shares soared 5.8% in the last trading session to close at $6.91. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 6% loss over the past four weeks.The upside can be attributed to relief-rally across global markets following the announcement of a 90-day pause on tariff hike by the United States.This outpatient mental health services provider is expected to post quarterly loss of $0.03 per share in it ...

ATLANTA, April 03, 2025 (GLOBE NEWSWIRE) -- Aveanna Healthcare Holdings Inc. (NASDAQ: AVAH), a leading, diversified home care platform focused on providing care to medically complex, high-cost patient populations, today announced that it has entered into an agreement to acquire Thrive Skilled Pediatric Care ("Thrive SPC"). The transaction is expected to close in the second fiscal quarter of 2025, subject to customary regulatory approvals. Thrive SPC is one of the largest independent providers of pediatric h ...

Aveanna Healthcare (AVAH) Q4 2024 Earnings Call March 13, 2025 10:00 AM ET Company Participants Debbie Stewart - Principal Accounting OfficerJeff Shaner - CEOMatt Buckhalter - CFO & Principal Financial OfficerMeghan Holtz - VP & Healthcare Services Equity ResearchMichael Murray - Equity Research AssociateBenjamin Rossi - Equity Research AssociateScott Fidel - Managing Director Conference Call Participants Kieran Ryan - Analyst Operator Good morning and welcome to Aviana Healthcare Holdings Fourth Quarter tw ...