AdaptHealth(AHCO) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Q3 2025 - Total net revenue for Q3 2025 was $820314 thousand, compared to $805858 thousand in Q3 2024[6] - Sales revenue reached $506282 thousand in Q3 2025, slightly higher than $504715 thousand in Q2 2025[6] - Rental revenue increased to $282489 thousand in Q3 2025, up from $262315 thousand in Q3 2024[6] - Capitated revenue was $31543 thousand in Q3 2025, a slight decrease from $32850 thousand in Q3 2024[6] - Adjusted EBITDA for Q3 2025 was $170056 thousand, representing 207% of total net revenue[6,18] - Net income attributable to AdaptHealth Corp was $24509 thousand in Q3 2025, compared to $22859 thousand in Q3 2024[6] Revenue by Segment - Q3 2025 - Sleep Health generated $354836 thousand in net revenue, which is 433% of total sales revenue[12,9] - Respiratory Health contributed $176996 thousand to net revenue[12] - Diabetes Health accounted for $150075 thousand in net revenue, which is 183% of total sales revenue[12,9] - Wellness at Home segment had $138407 thousand in net revenue, which is 168% of total sales revenue[12,9] Revenue Growth - Organic revenue contributed 51% to the change in net revenue[14]