BrightSpring Health Services (NasdaqGS:BTSG) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsAJ Rice - Managing DirectorCharles Rhyee - Managing DirectorDavid Deuchler - Investor RelationsJared Haase - Equity Research AssociateJen Phipps - CFOJon Rousseau - President and CEOMatthew Gillmor - DirectorWhit Mayo - Senior Managing DirectorConference Call ParticipantsAnn Hynes - Senior Healthcare Services Equity Analyst and Managing DirectorBrian Tanquilut - Senior AnalystDavid Larsen - A ...

BrightSpring Health Services (NasdaqGS:BTSG) Q4 2025 Earnings call February 27, 2026 08:30 AM ET Speaker10Day. Thank you for standing by. Welcome to the BrightSpring Health Services, Inc. fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising you ...

The Pennant Group, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Performance and Integration Framework Performance in 2025 was driven by a dual-track strategy of rapid acquisition and same-store operational improvement, resulting in a 36.3% revenue increase. The integration of Signature Healthcare at Home served as a successful blueprint for the larger acquisition of over 50 locations from UnitedHealth and Amedisys. Management attributes organic growth to a 'leadership flywheel' model, where l ...

MARKHAM, Ontario, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Extendicare Inc. (“Extendicare” or the “Company”) (TSX: EXE) today reported results for the three and twelve months ended December 31, 2025. Fourth Quarter 2025 Highlights Adjusted EBITDA(1), excluding out-of-period items, increased by $12.2 million or 36.4% from Q4 2024 to $45.6 million, driven primarily by continued organic growth in the home health care segment and contributions from the acquisition of nine Class C LTC homes and Closing the Gap.Home hea ...

The Pennant Group, Inc. (PNTG) reported $289.32 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 53.2%. EPS of $0.34 for the same period compares to $0.24 a year ago.The reported revenue represents a surprise of +5.97% over the Zacks Consensus Estimate of $273.04 million. With the consensus EPS estimate being $0.31, the EPS surprise was +8.52%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

Core Insights - The Pennant Group, Inc. reported strong financial results for the year 2025, with significant increases in revenue, net income, and adjusted earnings per share, indicating robust growth in its home health, hospice, and senior living services [1][2][4]. Financial Performance - Total revenue for 2025 was $947.7 million, a 36.3% increase from the previous year, with fourth-quarter revenue reaching $289.3 million, up 53.2% year-over-year [2][22]. - Net income for the full year was $29.6 million, a 31.1% increase, while fourth-quarter net income was $8.6 million, up 50.0% compared to the prior year quarter [2][3]. - Adjusted net income for 2025 was $41.6 million, reflecting a 38.9% increase, with fourth-quarter adjusted net income at $12.2 million, up 43.1% year-over-year [2][32]. Segment Performance - Home Health and Hospice Services segment revenue for 2025 was $732.7 million, a 41.0% increase, with fourth-quarter revenue at $233.3 million, up 64.3% [2][22]. - Senior Living Services segment revenue for 2025 was $215.0 million, a 22.3% increase, with fourth-quarter revenue at $56.1 million, up 19.6% [2][27]. Operational Metrics - Total home health admissions for 2025 were 86,076, a 44.1% increase, with fourth-quarter admissions at 28,941, up 81.3% [2][24]. - Hospice average daily census for 2025 was 4,204, a 28.6% increase, with fourth-quarter census at 5,060, up 46.9% [2][27]. - Senior living average occupancy for the fourth quarter was 80.6%, an increase of 200 basis points year-over-year, with average monthly revenue per occupied room at $5,238, up 5.6% [2][27]. Guidance for 2026 - The company anticipates total revenue for 2026 to be between $1,133.6 million and $1,171.8 million, with adjusted earnings per diluted share expected to be between $1.26 and $1.36 [5][6]. - Adjusted EBITDA for 2026 is projected to be between $88.5 million and $94.1 million [5][6]. Management Commentary - The CEO highlighted 2025 as a year of record-breaking performance and strategic growth, emphasizing the importance of operational excellence and successful integration of new operations [4][6]. - The COO noted the focus on maintaining momentum and delivering strong results across all key growth metrics, indicating confidence in continued success in 2026 [4][6].

Core Insights - The home health aide profession employs nearly 4 million individuals as of 2024, but the median pay is only $34,900, reflecting a broader trend of low wages in many common jobs in America [1][2] - Among the 20 most prevalent jobs, only two offer six-figure salaries, and only five exceed $50,000 annually, indicating a significant disparity between job availability and compensation [2] - Common jobs, such as retail sales and home health aides, are abundant, but they often come with low pay and little job security, making it challenging for workers to achieve financial stability [5][6] Job Market Overview - The service economy dictates job availability, with positions like cashiers and home health aides being essential yet low-paying [2] - The number of retail sales jobs is substantial, with 3.8 million positions available, suggesting accessibility in various markets [2] - However, economic downturns, such as the Great Recession of 2008, can make even these common jobs harder to find, challenging the assumption of job security [3] Compensation and Job Security - The majority of the most common jobs do not require a bachelor's degree, with general and operational managers earning a median income of $102,950 and registered nurses earning $93,600 [5] - Fast food and counter jobs, which require no formal education, average $30,480 annually, highlighting the low compensation in these roles [6] - Workers in low-paying jobs often face the risk of being easily replaced, contributing to a lack of job security [7] Economic Implications - Earning barely $30,000 a year in low-wage jobs makes it difficult for individuals to support a family, necessitating dual incomes to achieve middle-class status [8][9]

RT Wall Street Apes (@WallStreetApes)WOW 🚨 Entire office buildings are being discovered in Portland Maine, each on packed with home health care companies that are “rarely staffed”Multiple buildings with 20-22+ home health care companies found IN ONE BUILDING“It's the same thing that we're finding in Minnesota, just to be completely blunt, the same tactics being used to defraud Medicaid.In this case, Zombie offices, I call them, where large clusters of home health care businesses and providers in one locatio ...

Financial Performance & Guidance - Aveanna's 2025 revenue guidance is in the range of $2425 million to $2445 million[14, 63] - The adjusted EBITDA guidance for 2025 is $318 million to $322 million[14, 63] - The company projects 2026 revenue in the range of $2540 million to $2560 million[70] - The adjusted EBITDA guidance for 2026 is $318 million to $322 million[70] - Q3 2025 revenue was $621.9 million, a 22.2% increase year-over-year[53] - Q3 2025 adjusted EBITDA was $80.1 million, a 67.5% increase year-over-year[53] Segment Performance - Private Duty Services (PDS) revenue for 2025 is $1947 million[28] - Home Health & Hospice (HHH) revenue for 2025 is $239 million[34] - Medical Solutions (MS) revenue for 2025 is $175 million[43] Key Operating Statistics - Aveanna has 366 locations across 38 states[14] - The company employs approximately 29,000 caregivers[14] - Aveanna delivers approximately 45 million homecare hours annually[14]

Company Overview - Nova Leap Health Corp. is a growing home health care organization operating in one of the fastest-growing industries in the U.S. and Canada, focusing on individual and family-centered care, particularly for those requiring dementia care [3] - The company has achieved notable rankings, including 42 on the 2021 Report on Business ranking of Canada's Top Growing Companies, 2 in 2020, and 10 in the 2019 TSX Venture 50™ in the Clean Technology & Life Sciences sector [3] - Nova Leap has a geographically diversified presence with operations in New England, Southeastern, South Central, and Midwest regions of the United States, as well as in Nova Scotia, Canada [3] Stock Options Issuance - The company has granted 950,000 incentive stock options to directors, officers, and senior employees, which are exercisable for a period of 10 years at an exercise price of CAD$0.35 per share [2] - The stock options vest 25% immediately and 25% on each anniversary date of the grant [2] - The options are granted under the terms and conditions of the company's Third Amended and Restated Equity Incentive Plan [2]