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]