Analysts on Wall Street project that Steris (STE) will announce quarterly earnings of $2.58 per share in its forthcoming report, representing an increase of 7.1% year over year. Revenues are projected to reach $1.48 billion, increasing 4.2% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's ear ...

Core Viewpoint - SRx Health Solutions, Inc. plans to establish a subsidiary to borrow cryptocurrencies like Solana and Bitcoin against its Halo assets, aiming to enhance financial flexibility for its business operations [1][2]. Group 1: Company Strategy - The proposed subsidiary will allow SRx to leverage its Halo profits in exchange for cryptocurrency, thereby limiting dilution for common shareholders while providing operational financial flexibility [2]. - The capital raised through this initiative will be directed towards marketing and sales budgets for the Halo brand, indicating a strategic focus on growth and market presence [2]. Group 2: Company Overview - SRx Health Solutions, Inc. is a Canadian healthcare services provider operating in the specialty healthcare industry, with a network that spans all ten Canadian provinces [3]. - The company emphasizes a patient-centric approach, combining industry knowledge and technology to deliver customized healthcare solutions that aim to improve wellness for Canadians [3].

Company Overview - NEXGEL, Inc. is a leading provider of ultra-gentle, high-water-content hydrogel products for healthcare and consumer applications [3] - The company has developed and manufactured electron-beam, cross-linked hydrogels for over two decades [3] - NEXGEL's product brands include Silverseal, Hexagels, Turfguard, Kenkoderm, and Silly George [3] - The company has strategic contract manufacturing relationships with leading consumer healthcare companies [3] Financial Results Announcement - NEXGEL will report its financial results for the first quarter of 2025 after the market close on May 13, 2025 [1] - A conference call will be hosted by the company at 4:30 P.M. ET on the same day to discuss the financial results [1][2] - For those unable to join the live call, a replay will be available until May 27, 2025, with specific dial-in numbers provided [2]

Reports first quarter 2025 total revenue of $7.2 million, representing 28% growth compared to the first quarter of 2024. Reports record quarterly service revenue led by strong validation activity. Reports first quarter gross margin of 6%, representing a 33-percentage point improvement compared to the first quarter of 2024.Announced a global Distribution and Collaboration Agreement with the Life Science business of Merck KGaA, Darmstadt, Germany, which operates in the U.S. as MilliporeSigma (“MilliporeSigma ...

First Quarter 2025 May 2025 Earnings Supplement Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act and Section 21E of the Exchange Act. Forward- looking statements include any statements about the Company's business, financial condition, operating results, plans, objectives, expectations and intentions, expansion plans, estimates of our total addressable market, our abi ...

Core Insights - AMN Healthcare Services reported a revenue of $689.53 million for the quarter ended March 2025, reflecting a 16% decline year-over-year, while EPS was $0.45 compared to $0.97 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $671.3 million by 2.72%, and the EPS surpassed the consensus estimate of $0.19 by 136.84% [1] Financial Performance Metrics - AMN Healthcare's stock has returned -5.3% over the past month, contrasting with the Zacks S&P 500 composite's +11.3% change, and currently holds a Zacks Rank 3 (Hold) [3] - In the Physician and leadership solutions segment, Days Filled were reported at 51.34 million, slightly below the average estimate of 51.95 million, while revenue per day filled was $2.74 million, exceeding the estimated $2.63 million [4] - Revenue from Physician and leadership solutions was $174.07 million, surpassing the average estimate of $171.10 million, but showing a year-over-year decline of 7.8% [4] - Revenue from Nurse and allied solutions was $413.26 million, exceeding the average estimate of $397.20 million, but reflecting a significant year-over-year decline of 20.4% [4] - Revenue from Technology and workforce solutions was $102.21 million, slightly below the estimated $103 million, marking a 9.4% decrease compared to the year-ago quarter [4] - Segment operating income for Nurse and allied solutions was $32.24 million, above the estimated $30.79 million, while for Technology and workforce solutions it was $35.25 million, below the estimated $37.97 million [4] - Segment operating income for Physician and leadership solutions was $14.46 million, falling short of the estimated $17.29 million [4]

Astrana Health (ASTH) Q1 2025 Earnings Call May 08, 2025 05:30 PM ET Company Participants Brandon Sim - President & CEOChan Basho - CFO & COORyan Daniels - Group Head–Healthcare Technology and ServicesJack Slevin - VP - Healthcare Services Equity ResearchJailendra Singh - Managing DirectorDavid Larsen - Managing DirectorZach Haggerty - Equity Research AssociateThomas Walsh - Equity Research Associate Conference Call Participants Michael Ha - Senior Research AnalystRyan Langston - Director & Senior Analyst - ...

Financial Data and Key Metrics Changes - The company reported first quarter revenue of $690 million, exceeding the high end of guidance by $10 million, primarily driven by strong performance in labor disruption, locum tenants, and allied businesses [6][18] - Adjusted EBITDA for the first quarter was $64 million, down 34% year over year and 15% sequentially, with an adjusted EBITDA margin of 9.3% [26] - The first quarter net loss was $1 million, compared to net income of $17 million in the prior year period [26] Business Line Data and Key Metrics Changes - Nurse and Allied Solutions revenue was $413 million, down 20% year over year, primarily due to lower volume and rates [19][20] - Travel nurse revenue decreased to $215 million, a 36% decline from the prior year [20] - Physician and Leadership Solutions segment revenue was $174 million, an 8% decrease year over year, with locum tenants revenue at $141 million, down 3% year over year [21][22] Market Data and Key Metrics Changes - The company experienced a 16% year-over-year decline in consolidated revenue, with a 6% sequential decrease [18] - Consolidated gross margin was 28.7%, slightly above guidance but down 270 basis points year over year [18][26] - Language services revenue increased by 5% year over year, while VMS revenue decreased by 33% year over year [25] Company Strategy and Development Direction - The company is focusing on enhancing its technology and automation capabilities to improve service delivery and operational efficiency [11][106] - AMN Healthcare is investing in AI tools to enhance recruiter productivity and improve service delivery [11][106] - The company aims to maintain operating leverage superior to competitors while generating cash flow for business investments and debt reduction [13] Management's Comments on Operating Environment and Future Outlook - Management noted that demand has not fully recovered to pre-pandemic levels in several business areas, including travel nursing and interim leadership [15] - The company is seeing heightened competition in language services, but believes it holds a distinct advantage due to high-quality solutions [16] - Management expressed confidence in the company's ability to support clients effectively while maintaining service quality [61] Other Important Information - The company generated $93 million in operating cash flow in the first quarter, reducing its revolving credit balance by $60 million [14][27] - The company has received industry recognition for innovation, including the 2025 Innovators Award from Modern Healthcare [14] Q&A Session Summary Question: Can you talk about the VMS and MSP wins? - Management indicated that recent wins reflect a strategy to broaden market positioning and are characterized as small to medium wins, with competitive nature [35][36] Question: What is the outlook for language services? - Management expects continued healthy growth in language services despite competitive pressures and recent consolidation in the space [39][40] Question: Are bill rates stabilizing in the travel nurse segment? - Management noted stabilization in bill rates and indicated that unfilled orders are at similar levels as before, suggesting a potential for future increases [45][46] Question: What are the capital allocation priorities? - The company prioritizes using free cash flow to pay down debt while continuing to invest in innovation and technology [90][92] Question: How is the international business expected to progress? - Management anticipates stabilization in the international business with expectations of positive growth in 2026 as visa dates move forward [83][85]

Performant Financial (PFMT) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Jon Bozzuto - Head - Investor RelationsSimeon Kohl - CEORohit Ramchandani - Chief Financial Officer Conference Call Participants Anderson Schock - Research Analyst Operator Good afternoon, ladies and gentlemen, and welcome to the Performant Healthcare Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a quest ...

Financial Data and Key Metrics Changes - Consolidated revenue for Q1 2025 was $690 million, exceeding the high end of guidance by $10 million, driven by strong performance in labor disruption, locum tenants, and allied businesses [6][19] - Adjusted EBITDA for Q1 2025 was $64 million, down 34% year over year and 15% sequentially, with an adjusted EBITDA margin of 9.3% [26][27] - Consolidated gross margin was 28.7%, slightly above guidance but down 270 basis points year over year and 110 basis points sequentially [19][10] - The company reported a net loss of $1 million for Q1 2025, compared to net income of $17 million in the prior year [26][27] Business Line Data and Key Metrics Changes - Nurse and Allied Solutions revenue was $413 million, down 20% year over year, primarily due to lower volume and rates [20][21] - Travel nurse revenue decreased by 36% year over year to $215 million, while allied revenue was $147 million, down 13% year over year [21][22] - Physician and Leadership Solutions segment revenue was $174 million, an 8% decrease year over year, with locum tenants revenue at $141 million, down 3% year over year [22][23] - Technology and Workforce Solutions revenue was $102 million, down 9% year over year, with language services revenue increasing by 5% year over year to $75 million [24][25] Market Data and Key Metrics Changes - Demand for allied business grew mid-teens year over year, with bookings for the next school year trending towards growth [8][9] - The company noted heightened competition in language services, with industry consolidation leading to price competition [16][41] - The travel nurse market is experiencing intense competition, with some orders priced at levels that are not being filled [9][15] Company Strategy and Development Direction - The company is focused on enhancing technology and automation to improve service delivery and operational efficiency, including the rollout of new tools for recruiters [11][105] - AMN is investing in AI tools to reduce costs and improve service delivery, with a focus on maintaining high-quality service [11][105] - The company aims to leverage its diversified solutions to maintain operating leverage superior to competitors and generate cash flow for business investment [13][92] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to support clients amid ongoing labor disruption, emphasizing the importance of technology and automation [17][61] - The company anticipates continued demand growth in healthcare, despite some segments not recovering to pre-pandemic levels [15][81] - Management acknowledged a slowdown in client decision-making but noted strong demand across various business lines [94][82] Other Important Information - The company received industry recognition for innovation, being named one of the 15 innovative healthcare organizations by Modern Healthcare [14] - AMN continues to focus on debt reduction, with a net leverage ratio of 3.1 times [28][90] Q&A Session Summary Question: Can you talk about the VMS and MSP wins? - Management indicated that recent wins are small to medium in size but carry significant weight, reflecting a strategy to broaden market positioning [36][37] Question: What is the outlook for language services? - Management expects healthy growth in language services, despite competitive pressures and some margin decline [40][41] Question: Are bill rates stabilizing in the travel nurse segment? - Management noted stabilization in bill rates, with a premium spread of contingent costs to permanent labor at about 11% [46][47] Question: What is the impact of labor disruption on revenue? - Management stated that the increase in labor disruption revenue is due to improved internal focus and technology, with a stronger pipeline of opportunities [60][61] Question: How is the international business progressing? - Management expects stabilization in the international business, with a positive outlook for 2026 as visa dates move forward [83][85] Question: What are the capital allocation priorities? - The company prioritizes debt reduction while continuing to invest in innovation and technology [89][90]