Aveanna Healthcare Holdings Inc (AVAH)
NASDAQ:AVAH
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial trajectory: strong double-digit revenue growth, outsized EBITDA improvement, expanding preferred-payer penetration across all segments, improved collections from RCM/automation, and a raised full-year guidance. Key risks discussed include ongoing labor cost pressure (partially mitigated via rate wins and wage pass-throughs), Q1 seasonality and one-time timing items that affect comparability, weather disruption, regulatory scrutiny in the industry, and the need to continue deleveraging. On balance, management presented tangible execution wins and prudent caution around known headwinds.Company Guidance
Strong Top-Line and EBITDA Growth
Q1 revenue of $647.9M (approximately $648M) increased 15.9% YoY; Q1 adjusted EBITDA of $84.4M increased 25.2% YoY. Consolidated gross margin was $205.4M (31.7%). Management attributes growth to improved rates, volume, and operational efficiencies.
Private Duty Services (PDS) Momentum
PDS revenue ~ $536M, up 16.4% YoY, driven by ~12.1M hours (hours +10.7%). Revenue per hour was $44.43 (+5.7% YoY). PDS gross margin was $149.2M (27.9%) with a spread per hour of $12.38. Preferred-payer volume accounted for ~60% of PDS MCO volumes (up from 57% at end-2025).
Home Health & Hospice Growth and Episodic Mix
Home health & hospice revenue ~$66.6M, up 17.4% YoY. Total admissions ~11,000 (+13.4% organic YoY) and 14.9k episodes (+23.1% YoY). Episodic payer mix ~80% (above 75% target). Medicare revenue per episode ~$3.17k (+0.5% YoY). Home health gross margin 53.7%.
Medical Solutions Stabilizing and Growing
Medical Solutions revenue $45.7M (+7.4% YoY); ~93k unique patients (+4.5% YoY); revenue per UPS ~$491 (+2.9% YoY). Gross margin ~44.7%. Management expects mid-single-digit growth near-term and acceleration toward double digits by year-end as preferred-payer strategy and modernization complete.
Preferred-Payer Strategy Driving Capacity and Hiring
Signed multiple preferred-payer agreements across businesses in Q1 (4 in PDS; 4 in home health; 2 in Medical Solutions). Targets: PDS +8 agreements (38 total), home health 50+ preferred payers in 2026, Medical Solutions growth to 25 by 2026. Preferred-payer traction enabled wage investment and improved caregiver hiring/retention.
Raised Full-Year 2026 Guidance and Strong Liquidity
Updated FY 2026 guidance: revenue $2.56B–$2.58B and adjusted EBITDA $328M–$332M (excludes Family First). Liquidity ~ $525M (cash ~$189M, $110M securitization availability, $226M revolver undrawn).
Improved Cash Collections and Operational Automation
RCM and AI/automation initiatives drove stronger collections and reduced DSO; Q1 included recovery of ~$6M previously reserved AR. Management highlights RCM automation as a durable improvement driver for cash flow and margin.
M&A and Community Impact
Announced acquisition of Family First Home Care (Florida) expected to close late Q2; transaction valued ~7.5x post-synergy EBITDA with revenue ~ $120M (synergies target realized within ~6 months). Aveanna Cares: employees completed >9,000 volunteer hours vs. 7,500 goal across ~200 events.
AVAH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AVAH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $6.77 | $7.44 | +9.90% |
Mar 19, 2026 | $6.91 | $6.34 | -8.25% |
Nov 06, 2025 | $9.21 | $8.63 | -6.30% |
Aug 07, 2025 | $3.89 | $5.81 | +49.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aveanna Healthcare Holdings Inc (AVAH) report earnings?
Aveanna Healthcare Holdings Inc (AVAH) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Aveanna Healthcare Holdings Inc (AVAH) earnings time?
Aveanna Healthcare Holdings Inc (AVAH) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AVAH EPS forecast?
AVAH EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.