AdaptHealth(AHCO) - 2020 Q3 - Earnings Call Presentation

Financial Performance - Total net revenue for the three months ended September 30, 2020 was $284405 thousand, compared to $136451 thousand for the three months ended September 30, 2019[8] - Total net revenue for the nine months ended September 30, 2020 reached $707960 thousand, a significant increase from $380103 thousand in the same period of 2019[8] - Adjusted EBITDA for the three months ended September 30, 2020 was $53160 thousand, compared to $31656 thousand for the three months ended September 30, 2019[8] - Adjusted EBITDA for the nine months ended September 30, 2020 was $126254 thousand, up from $89352 thousand for the nine months ended September 30, 2019[8] - Adjusted EBITDA less Patient Equipment Capex for the three months ended September 30, 2020 was $35912 thousand, representing 126% of revenue, compared to $18715 thousand, representing 137% of revenue for the three months ended September 30, 2019[8] - Adjusted EBITDA less Patient Equipment Capex for the nine months ended September 30, 2020 was $83971 thousand, representing 119% of revenue, compared to $53763 thousand, representing 141% of revenue for the nine months ended September 30, 2019[8] Revenue Streams - More than 87% of revenue comes from recurring sales or rentals[12] - Net sales revenue for the three months ended September 30, 2020 was $207140 thousand, accounting for 728% of total net revenue[14] - Net revenue from fixed monthly equipment reimbursements for the three months ended September 30, 2020 was $77265 thousand, representing 272% of total net revenue[14] Share Count - Number of shares outstanding at September 30, 2020 was 81037 thousand[17]