Core Insights - The Zacks Medical - Outpatient and Home Healthcare industry is experiencing a significant shift towards digital healthcare, driven by rising demand for telemedicine and AI-powered services, particularly due to an aging global population and increasing healthcare costs [1][4][9]. Industry Overview - The industry includes companies providing outpatient care and home healthcare services, utilizing advanced medical technologies for diagnosis and treatment. The sector has shown steady growth post-pandemic, supported by innovation and the shift towards value-based care models [3][6]. - The global home healthcare market was valued at $390.24 billion in 2023, with an expected CAGR of approximately 7.9% from 2024 to 2030 [1]. Major Trends - **Aging Population**: The growing elderly population is a primary driver for home healthcare services, increasing the demand for chronic disease management and rehabilitation [4]. - **Cost Effectiveness**: Outpatient clinics offer cost-effective care, supported by financial incentives from health plans and government programs [5]. - **AI Integration**: AI is enhancing healthcare delivery, with outpatient companies utilizing automated systems for better patient outcomes and efficiency [7]. - **Technological Advancements**: Virtual assistants and chatbots are becoming integral in patient care, aiding in appointment scheduling and medication compliance [8]. Challenges - **Staffing Shortages**: The U.S. healthcare sector faces significant staffing shortages, particularly among home health aides, exacerbated by high burnout rates [10]. - **Tariff Impact**: New U.S. tariffs have increased costs for imported medical supplies, straining home healthcare providers and leading to operational challenges [11]. Market Performance - The industry has outperformed its sector but underperformed compared to the S&P 500, gaining 6.8% over the past year versus the S&P 500's 12.1% gain [14]. - The industry is currently trading at a forward P/E of 19.8X, lower than the S&P 500's 22.3X [18]. Notable Companies - **Quest Diagnostics**: Expected revenue growth of 9.2% for 2025, with a strong return on equity (ROE) of 15.1% [22][23]. - **Encompass Health**: Anticipated revenue growth of 9.5% for 2025, with an ROE of 17.6% [25][26]. - **The Pennant Group**: Projected revenue growth of 23.3% for 2025, with an ROE of 10.7% [29][30]. - **DaVita**: Expected revenue growth of 5.2% for 2025, with a notably high ROE of 176.1% [33][34].

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today June 2nd:Encompass Health (EHC) : This integrated healthcare service provider which offers facility-based patient care through its network of inpatient rehabilitation hospitals, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.Encompass Health has a PEG ratio of 2.46 compared with 2.47 for the industry. ...

MECHANICSBURG, Pa., May 1, 2025 /PRNewswire/ -- Select Medical Holdings Corporation ("Select Medical," "we," "us," or "our") (NYSE: SEM) today announced results for its first quarter ended March 31, 2025, and the declaration of a cash dividend.For the first quarter ended March 31, 2025, revenue increased 2.4% to $1,353.2 million, compared to $1,321.2 million for the same quarter, prior year. Income from continuing operations before other income and expense was $112.7 million for the first quarter ended Marc ...

Company Performance - Amedisys reported quarterly earnings of $1.25 per share, exceeding the Zacks Consensus Estimate of $1.13 per share, and up from $1.03 per share a year ago, representing an earnings surprise of 10.62% [1] - The company posted revenues of $594.78 million for the quarter ended March 2025, which aligns with the Zacks Consensus Estimate and shows an increase from $571.41 million year-over-year [2] - Over the last four quarters, Amedisys has surpassed consensus EPS estimates two times and topped consensus revenue estimates once [2] Future Outlook - The sustainability of Amedisys's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.43 on revenues of $616.25 million, and for the current fiscal year, it is $4.78 on revenues of $2.45 billion [7] - The estimate revisions trend for Amedisys is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Amedisys belongs, is currently ranked in the top 8% 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 impact Amedisys's performance [5]

MECHANICSBURG, Pa., April 8, 2025 /PRNewswire/ -- Select Medical Holdings Corporation ("Select Medical") (NYSE: SEM), will release the financial results for its first quarter ended March 31, 2025 on Thursday, May 1, 2025 after the market closes. Select Medical will host a conference call regarding its first quarter results, as well as its business outlook, on Friday, May 2, 2025, at 9:00am ET. The conference call will be a live webcast and can be accessed at via this Earnings Call Webcast Link or via link a ...