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]

Encompass Health (EHC) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this rehabilitation hospital operator would post earnings of $1.19 per share when it actually produced earnings of $1.37, delivering a surprise of +15.13%. Over the last ...

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]

Company Performance - Encompass Health (EHC) reported quarterly earnings of $1.37 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, and up from $1.12 per share a year ago, representing an earnings surprise of 15.13% [1] - The company posted revenues of $1.46 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.31%, compared to $1.32 billion in the same quarter last year [2] - Over the last four quarters, Encompass Health has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Outlook - Encompass Health shares have increased approximately 9.1% since the beginning of the year, contrasting with the S&P 500's decline of -8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $1.42 billion, and for the current fiscal year, it is $4.80 on revenues of $5.85 billion [7] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Encompass Health belongs, is currently ranked in the top 9% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Company Overview - Addus HomeCare (ADUS) shares increased by 4.9% to close at $101, supported by higher trading volume compared to normal sessions [1] - The stock has gained 1.7% over the past four weeks [1] Financial Performance - Addus HomeCare is expected to report quarterly earnings of $1.33 per share, reflecting a year-over-year increase of 9.9% [2] - Projected revenues for the upcoming report are $339.94 million, which is a 21.1% increase from the same quarter last year [2] Market Trends - The recent stock price increase is linked to a relief rally in global markets due to a 90-day pause on tariff hikes announced by the United States [1] - The consensus EPS estimate for Addus HomeCare has remained unchanged over the last 30 days, indicating stability in earnings expectations [4] Industry Context - Addus HomeCare operates within the Zacks Medical - Outpatient and Home Healthcare industry, where another company, LifeStance Health Group (LFST), saw a 5.8% increase in its stock price [4] - LifeStance Health's consensus EPS estimate has decreased by 11.1% over the past month, but it still represents a 50% improvement from the previous year [5]