Lumexa Imaging Holdings, Inc. (LMRI)
NASDAQ:LMRI
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Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
―Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presents a predominantly positive operational and financial picture: healthy revenue and adjusted EBITDA growth, margin expansion, strong cash generation, significant deleveraging following the IPO, record de novo openings, and meaningful progress on technology and JV partnerships. Near-term challenges include Q1 volume timing effects from pull-forwards and weather, GAAP losses driven by transaction costs, ongoing capital intensity with limited forward CapEx detail, and continued stock-based compensation expense. Management maintained full-year guidance and provided EPS guidance, signaling confidence in recovering lost volumes and delivering on 2026 plans.Company Guidance
Quarterly Revenue Growth
Consolidated Q4 2025 revenue of $267.7M, up 7.9% year-over-year; full year 2025 consolidated revenue of $1.023B, up 7.8% vs. 2024.
Strong Adjusted EBITDA and Margin Expansion
Q4 adjusted EBITDA of $63.8M, an 18.6% increase YoY, and adjusted EBITDA margin of 23.8% (up 150 bps YoY); full year adjusted EBITDA $230.2M, up 14.6% with a 22.5% margin.
Volume and Mix Momentum in Advanced Imaging
Completed 1.4M advanced imaging exams system-wide in Q4, up 7.7% YoY; advanced imaging growth reported ~8% same-center and ~7.1% consolidated/system-wide. PET volumes increased in the mid-teens for the full year, contributing to higher acuity mix and rates.
Balance Sheet Strengthening via IPO and Deleveraging
Used $406M net IPO proceeds to pay down debt, reducing leverage by ~2 turns to 3.5x in December; cash on hand of $58.8M (vs. $26.1M at end of 2024); credit ratings improved to S&P B+ and Moody's B2; anticipated annual interest cash savings of >$50M.
Record New Center Openings and Growth Cadence
Opened a company-record nine de novo centers in 2025; typical de novo breakeven in ~1 year; plan to open 8–10 de novos annually with good line of sight to 2026 targets and expectation of second-half weighting.
Technology & Efficiency Gains (FastScan, Virtual Cockpit, AI)
FastScan rollout increased schedule throughput by nearly 40% where implemented; ~50% adoption of FastScan across fleet by year-end 2025 with target ~66% adoption by end of 2026. Partnership with Ferrum Health to accelerate deployment of FDA-cleared AI apps; virtual cockpit tech to reduce downtime and flex staffing.
Commercial Wins and Strategic Partnerships
Entered a JV with University of Pittsburgh Medical Center (expanding footprint to 14 states), completed a small tuck-in acquisition in North Carolina, and achieved a return-to-network with a large payer in New Jersey that materially helped Q4 revenue.
Patient Experience and Retention
High patient Net Promoter Scores consistently over 90; mammography screening retention strong with ~85% of screening volume from returning patients and successful initiatives to increase annual compliance.
2026 Guidance and EPS Outlook
Maintained 2026 revenue guidance of $1.045B–$1.097B and adjusted EBITDA guidance of $234M–$242M (includes ~$7M of public company costs); introduced adjusted EPS guidance of $0.71–$0.77 for 2026.
LMRI Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
May 12, 2026 | 2026 (Q1) | ― | ― | ― | ― | ||
Mar 26, 2026 | 2025 (Q4) | -0.265 | -43.40% (-0.11) | ― |
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
LMRI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | $11.06 | $7.76 | -29.84% |
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 Lumexa Imaging Holdings, Inc. (LMRI) report earnings?
Lumexa Imaging Holdings, Inc. (LMRI) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Lumexa Imaging Holdings, Inc. (LMRI) earnings time?
Lumexa Imaging Holdings, Inc. (LMRI) earnings time is at May 12, 2026, Before Open (Confirmed).
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What is LMRI EPS forecast?
Currently, no data Available