Company Overview - Omada Health is a virtual-first healthcare provider focused on improving lifelong health through clinically-validated behavior change protocols for conditions such as diabetes, hypertension, prediabetes, and musculoskeletal issues [3] - The company has over a decade of experience and data, supported by 29 peer-reviewed publications demonstrating its clinical and economic results [3] - Omada serves more than 2,000 customers, including health plans, health systems, and employers ranging from small businesses to Fortune 500 companies [3] Upcoming Financial Results - Omada Health will release its second quarter 2025 results on August 7, 2025, after market close [1] - A conference call to review the results will take place at 4:30 pm ET on the same day [1] Company Culture and Recognition - Omada Health has been recognized as a certified Great Place to Work®, highlighting its strong and vibrant work culture [4] - The company was the first virtual provider to join the Institute for Healthcare Improvement's Leadership Alliance, indicating its commitment to complementing primary care providers [4]

ATLANTA, July 17, 2025 (GLOBE NEWSWIRE) -- Aveanna Healthcare Holdings Inc. (“Aveanna”) (NASDAQ: AVAH) today announced that the company will release its second quarter results before the market open on Thursday, August 7, 2025, to be followed by a conference call at 10:00 a.m. (Eastern Time) on the same day. The conference call can be accessed live over the phone by dialing 1-877-407-0789 or for international callers, 1-201-689-8562. A replay will be available three hours after the call and can be accessed ...

KING OF PRUSSIA, Pa., July 16, 2025 /PRNewswire/ -- Universal Health Services, Inc. (NYSE: UHS) announced today that its Board of Directors voted to pay a cash dividend of $0.20 per share on September 16, 2025 to shareholders of record as of September 2, 2025.Universal Health Services, Inc. ("UHS") is one of the nation's largest providers of hospital and healthcare services. Through its subsidiaries, UHS operates acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care a ...

15 July 2025 | 11:09AM HKT JD Health International (6618.HK) 2Q25 Preview: solid topline alongside still disciplined spending; On-demand investments a key focus; Buy | | | JDH share price has rallied 60% YTD (vs. HSI +21%), outperforming peers (ALH +37%) and the broader Internet sector. At the current valuation level (21X CY26 PE), heading into 2Q result season we anticipate the key debates to be around: 1) On-demand initiatives: JDH's investments/spending and competition dynamics amid broadly intense on-de ...

SAN FRANCISCO, July 14, 2025 (GLOBE NEWSWIRE) -- Healthcare giant Centene Corporation (NYSE: CNC), a prominent provider of government-sponsored and commercial healthcare services, finds itself embroiled in a class action lawsuit following a dramatic plunge in its stock price. The suit, Lunstrum v. Centene Corporation, No. 25-cv-05659 (S.D.N.Y.), seeks to represent investors who purchased or acquired Centene securities between December 12, 2024, and June 30, 2025, alleging violations of the Securities Exchan ...

Core Insights - The Big Beautiful Bill Act (BBBA) is projected to cut $1 trillion from Medicaid, which constitutes 62% of Centene's 2024 revenue [2][4] - Centene's stock experienced a 40% decline following the withdrawal of its 2025 revenue guidance due to an independent actuary's report indicating overly optimistic revenue assumptions [2][3] - S&P Global Ratings is contemplating downgrading Centene's credit rating to junk status, which could increase the company's cost of capital [4][14] Financial Performance - Centene's revenue from Medicaid was $101.4 billion, representing 62% of total revenue for 2024, while Medicare contributed 14% and the Commercial Marketplace business unit accounted for 21% [7] - In Q1 2025, Centene reported a 15.4% increase in revenue to $46.6 billion, exceeding analyst expectations [16] - The company’s adjusted earnings per share (EPS) for Q1 2025 was $2.90, which was 22.9% higher than consensus estimates [16] Market Impact - The BBBA's Medicaid cuts could reduce Centene's revenue growth rate by one percentage point annually over the next five years, from 5% to 4% [13] - Analysts have expressed concerns about the potential for Centene's EPS forecast to be significantly lowered, with estimates suggesting a possible reduction of $2.75 [11][12] - Despite the negative outlook, some analysts believe Centene is significantly undervalued, with a 12-month price target averaging $63.08, indicating a potential upside of nearly 91% [20] Strategic Concerns - The withdrawal of revenue guidance has raised questions about Centene's future profitability and capital adequacy, leading to increased scrutiny from credit rating agencies [15] - The company faces challenges in offsetting potential revenue losses from Medicaid cuts with other business lines [8] - The healthcare sector, particularly managed care, is viewed as increasingly risky by some analysts, with concerns that conditions may worsen before improving [19]

Company Overview - Community Healthcare Trust Incorporated is a real estate investment trust focusing on owning income-producing real estate properties primarily associated with outpatient healthcare services across the United States [3] - As of March 31, 2025, the company had approximately $1.2 billion in investments across 201 real estate properties, totaling around 4.5 million square feet, located in 36 states [3] Upcoming Events - The company will report its second-quarter results for 2025 on July 29, 2025, after market close [1] - A conference call to discuss the earnings results, quarterly activities, and industry trends will be held on July 30, 2025, at 9:00 a.m. Central Time, with a simultaneous webcast available [2]

Key Takeaways Chewy added 240K customers in Q1, growing active customers 3.8% y/y to 20.8M. Higher reorder rates, lower churn and stronger customer spend improved retention quality. Net sales grew 8.3% to $3.12B, fueled by Autoship, pharmacy, vet clinics and Chewy expansion.Chewy (CHWY) demonstrated a noticeable acceleration in active customer growth in the first quarter of fiscal 2025, reflecting the success of its ongoing customer acquisition and retention strategies. The company closed the quarter with ...

Company Overview - Kestra Medical Technologies, Ltd. is a commercial-stage wearable medical device and digital healthcare company focused on transforming patient outcomes in cardiovascular disease through intuitive, intelligent, and connected monitoring and therapeutic intervention technologies [3] Financial Results Announcement - Kestra Medical Technologies will report its fourth quarter and fiscal year 2025 financial results on July 15, 2025 [1] - A conference call will be hosted by management at 4:30 p.m. Eastern Time on the same day [1] Conference Call Details - A live and archived webcast of the conference call will be available in the "Events" section of the investor relations website [2] - Participants are encouraged to register on the website at least 10 minutes prior to the start of the conference call [2]

Core Insights - Virtual healthcare services, or telehealth, are becoming a standard in the digital healthcare space, with companies like Hims & Hers Health, Inc. (HIMS) and LifeMD, Inc. (LFMD) emerging as key players providing direct-to-consumer services [1][2] Company Overview - Hims & Hers is focused on transforming health and wellness needs for consumers, while LifeMD offers cost-effective telehealth solutions for comprehensive virtual and in-home healthcare [2] - HIMS is expanding into Europe through the acquisition of ZAVA, targeting markets such as Germany and France, while LFMD's Wegovy program has enrolled over 75,000 patients, indicating strong market traction [6][8][10] Stock Performance & Valuation - Over the past three months, HIMS has increased by 67.2%, while LFMD has risen by 152.8%. However, in the past year, HIMS has gained 130.7% compared to LFMD's 102.2% [3] - HIMS has a forward price-to-sales (P/S) ratio of 4.3, above its three-year median of 2.3, while LFMD's ratio is 2.2, also above its median of 0.9 [5] Earnings Projections - HIMS expects a 170.4% growth in EPS for 2025, compared to LFMD's projected 107.6% growth [6][15][17] - The Zacks Consensus Estimate for HIMS' 2025 EPS suggests a significant improvement from 2024, while LFMD's estimate also indicates growth [15][17] Strategic Initiatives - HIMS is focusing on expanding into new specialty areas that can be treated via telehealth, such as sleep disorders and hypertension, which align with its business model [7] - LifeMD's Wegovy program integrates medication with virtual care, providing a compliant solution for weight loss therapy, which is in high demand [10][11] Financial Health - LifeMD reported first-quarter revenues of $65.7 million and net income of $1.4 million, showing a turnaround from previous losses, supported by $34.4 million in cash [12] - HIMS is utilizing proceeds from its $870 million convertible senior notes offering to support global expansion and investment in AI and personalized treatments [9] Investment Outlook - HIMS is viewed as a more stable investment opportunity with strong profitability and user engagement, while LFMD is recognized for its rapid growth and expansion [24][25] - Analysts have set average price targets for HIMS at $46.17 and for LFMD at $12.81, both indicating potential declines from their last close [20][22]