Core Insights - LifeStance Health Group (LFST) reported break-even quarterly earnings per share, surpassing the Zacks Consensus Estimate of a loss of $0.01, and showing improvement from a loss of $0.02 per share a year ago, resulting in an earnings surprise of +100.00% [1] - The company achieved revenues of $363.81 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.30% and up from $312.72 million in the same quarter last year [2] - LifeStance Health has outperformed consensus EPS estimates in all four quarters over the past year and has topped revenue estimates three times during the same period [2] Financial Performance - The company's shares have declined approximately 34.7% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $383.44 million, while for the current fiscal year, the estimate is -$0.02 on revenues of $1.42 billion [7] Industry Outlook - The Medical - Outpatient and Home Healthcare industry, to which LifeStance Health belongs, is currently ranked in the top 19% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

分组1 - DaVita HealthCare reported quarterly earnings of $2.51 per share, missing the Zacks Consensus Estimate of $3.29 per share, and showing a decrease from $2.59 per share a year ago, resulting in an earnings surprise of -23.71% [1] - The company posted revenues of $3.42 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.51%, and an increase from $3.26 billion year-over-year [2] - DaVita HealthCare has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed, losing about 13.3% since the beginning of the year, compared to the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the coming quarter is $2.80 on revenues of $3.44 billion, and for the current fiscal year, it is $10.93 on revenues of $13.46 billion [7] - The Zacks Industry Rank for Medical - Outpatient and Home Healthcare is in the top 16% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Viewpoint - Encompass Health has shown strong performance in its recent earnings report, with significant growth in earnings and revenues, leading to an optimistic outlook for the company moving forward [3][10][11]. Financial Performance - Encompass Health reported Q2 2025 adjusted EPS of $1.40, exceeding estimates by 16.7% and reflecting a 26.1% year-over-year increase [3][4]. - Net operating revenues for Q2 2025 rose 12% year-over-year to $1.5 billion, surpassing consensus estimates by 2.3% [3][4]. - Net income increased by 26.2% year-over-year to $184.9 million, while adjusted EBITDA improved 17.4% year-over-year to $318.6 million, exceeding estimates [6][8]. Operational Highlights - The company added 26 beds to existing hospitals and opened a new de novo hospital during the quarter [4][6]. - Net patient revenue per discharge grew 4.2% year-over-year to $21.7 billion, with total discharges improving by 7.2% year-over-year to 65,237 [5][6]. Financial Position - As of June 30, 2025, Encompass Health had cash and cash equivalents of $99.1 million, up from $85.4 million at the end of 2024 [7]. - Total assets increased by 3.8% to $6.8 billion, while long-term debt decreased by 1.6% to $2.3 billion [7][8]. Capital Deployment - The company repurchased shares worth $24.7 million in Q2 2025 and has approximately $433 million remaining under its buyback authorization [9]. - A quarterly cash dividend of 17 cents per share was paid, which was increased to 19 cents per share in July [9]. Future Outlook - Encompass Health raised its 2025 revenue forecast to between $5.88 billion and $5.98 billion, indicating a 10.4% increase from 2024 [10]. - Adjusted EPS for 2025 is now expected to be between $5.12 and $5.34, suggesting an 18.1% growth from the previous year [11]. - The company aims to open seven de novo hospitals and add 340 beds in 2025, with a long-term growth target of 6-8% CAGR in discharges from 2023 to 2027 [12][13]. Market Position - Encompass Health is positioned favorably within the Zacks Medical - Outpatient and Home Healthcare industry, with a Zacks Rank 2 (Buy) indicating expected above-average returns in the coming months [16][17].

Core Viewpoint - DaVita HealthCare reported quarterly earnings of $2.95 per share, exceeding the Zacks Consensus Estimate of $2.7 per share, and showing an increase from $2.59 per share a year ago, indicating a positive earnings surprise of +9.26% [1][2] Financial Performance - The company achieved revenues of $3.38 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.31% and up from $3.19 billion year-over-year [2] - Over the last four quarters, DaVita has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - DaVita HealthCare shares have declined approximately 6.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.21 on revenues of $3.42 billion, and for the current fiscal year, it is $10.76 on revenues of $13.48 billion [7] - The outlook for the Medical - Outpatient and Home Healthcare industry is positive, ranking in the top 27% of over 250 Zacks industries, suggesting potential for outperformance [8]

Core Insights - Encompass Health (EHC) reported quarterly earnings of $1.4 per share, exceeding the Zacks Consensus Estimate of $1.2 per share, and showing an increase from $1.11 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company achieved revenues of $1.46 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.29% and up from $1.3 billion year-over-year [2] - Encompass Health has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +15.13%, with actual earnings of $1.37 per share compared to an expected $1.19 per share [1] - The current consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $1.47 billion, and for the current fiscal year, it is $5.01 on revenues of $5.89 billion [7] Stock Performance and Outlook - Encompass Health shares have increased approximately 17.5% since the beginning of the year, outperforming the S&P 500's gain of 6.1% [3] - The company's favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Industry Context - Encompass Health operates within the Medical - Outpatient and Home Healthcare industry, which is currently ranked in the top 26% of over 250 Zacks industries [8] - The industry’s strong performance is supported by empirical research showing that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8]

Core Viewpoint - Chemed reported quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.78 per share, and down from $5.47 per share a year ago, indicating a negative earnings surprise of -10.67% [1][2] Financial Performance - The company posted revenues of $618.8 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.45% and up from $595.88 million year-over-year [3] - Chemed has exceeded consensus revenue estimates three times over the last four quarters [3] Stock Performance - Chemed shares have declined approximately 12% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [4] - The current Zacks Rank for Chemed is 5 (Strong Sell), indicating expectations of underperformance in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $5.69 on revenues of $632.43 million, and for the current fiscal year, it is $23.09 on revenues of $2.56 billion [8] - The trend of estimate revisions for Chemed was unfavorable prior to the earnings release, which may impact future stock performance [7] Industry Context - Chemed operates within the Medical - Outpatient and Home Healthcare industry, which is currently ranked in the top 38% of over 250 Zacks industries [9] - The performance of Chemed's stock may be influenced by the overall outlook of the industry, as top-ranked industries tend to outperform lower-ranked ones significantly [9]

Company Performance - Amedisys reported quarterly earnings of $1.54 per share, exceeding the Zacks Consensus Estimate of $1.39 per share, and up from $1.32 per share a year ago, representing an earnings surprise of +10.79% [1] - The company posted revenues of $621.86 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.00%, compared to year-ago revenues of $591.19 million [2] - Over the last four quarters, Amedisys has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Outlook - Amedisys shares have increased approximately 6.7% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $614.59 million, and for the current fiscal year, it is $4.90 on revenues of $2.45 billion [7] - The estimate revisions trend for Amedisys was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Amedisys belongs, is currently in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Astrana Health, Inc. reported quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.23 per share, and down from $0.31 per share a year ago, representing an earnings surprise of -39.13% [1] - The company posted revenues of $620.39 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.33%, but up from $404.36 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates just once, while it has topped consensus revenue estimates three times [2] Stock Outlook - Astrana Health, Inc. shares have increased by approximately 1.9% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] - The current consensus EPS estimate for the coming quarter is $0.35 on revenues of $646.89 million, and for the current fiscal year, it is $1.32 on revenues of $2.63 billion [7] - The estimate revisions trend for Astrana Health, Inc. is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Astrana Health, Inc. belongs, is currently in the top 19% 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 be tracked by investors [5]

Group 1: Earnings Performance - LifeStance Health Group (LFST) reported break-even quarterly earnings per share, surpassing the Zacks Consensus Estimate of a loss of $0.04, and improved from a loss of $0.06 per share a year ago, representing an earnings surprise of 100% [1] - The company posted revenues of $332.97 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.08%, compared to year-ago revenues of $300.44 million [2] - Over the last four quarters, LifeStance Health has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - LifeStance Health shares have declined approximately 11.1% since the beginning of the year, while the S&P 500 has decreased by 4.7% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is -$0.03 on revenues of $351.71 million, and -$0.10 on revenues of $1.42 billion for the current fiscal year [7] Group 3: Industry Context - The Medical - Outpatient and Home Healthcare industry, to which LifeStance Health belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5] - The favorable estimate revisions trend for LifeStance Health has resulted in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]

Core Insights - Addus HomeCare (ADUS) reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, and up from $1.21 per share a year ago [1][2] - The company posted revenues of $337.71 million for the quarter, which was below the Zacks Consensus Estimate by 0.68%, but an increase from $280.75 million year-over-year [3] - Addus HomeCare has surpassed consensus EPS estimates three times in the last four quarters, while revenue estimates have also been exceeded three times [2][3] Earnings Performance - The earnings surprise for the recent quarter was 6.77%, while the previous quarter's earnings matched expectations with no surprise [2] - The stock has underperformed the market, losing approximately 16.2% year-to-date compared to the S&P 500's decline of 3.3% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.49, with expected revenues of $348.17 million, and for the current fiscal year, the EPS estimate is $6.03 on revenues of $1.4 billion [8] - The estimate revisions trend for Addus HomeCare is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Addus HomeCare belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]