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Accendra Health (ACH)
NYSE:ACH
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.09Last Year’s EPS
0.23Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: structurally positive strategic actions and improving cash generation following the divestiture (completed sale proceeds, strong continuing-operations cash flow, debt reduction, a clear deleveraging target and targeted technology investments). However, material near-term challenges remain — most notably the large commercial payer contract loss (~$300M headwind in 2026), margin pressure from inflationary product costs and one-time separation and stranded costs — which depress near-term revenue and adjusted EBITDA guidance. Management outlined clear remediation actions (cost reduction, technology, preferred agreements and capital structure optimization) and expects improvements over 2026 and into 2027, resulting in a neutral overall outlook in the near term while leaving upside potential if replacement volume and cost initiatives succeed.Company Guidance
Completed Strategic Divestiture
Sold Products & Healthcare Services (Owens & Minor) to Platinum Equity on December 31, 2025; received $342 million of net proceeds at closing with an expected additional $12–15 million of purchase price adjustments, enabling a leaner, higher-margin pure-play home-based care company and enabling immediate use of proceeds to reduce debt (including $66 million to settle PNHS-related AR securitization).
Full-Year Revenue Growth
2025 consolidated revenue was nearly $2.8 billion, up a little more than 3% year-over-year, driven by growth in sleep therapy, ostomy and urology categories.
Strong Sleep Category Performance
Sale of sleep supplies grew in the range of 8%–9% both for the fourth quarter and the full year 2025, driven by the 'Sleep Journey' initiative and recurring revenue capture.
Improved Cash Generation from Continuing Operations
Continuing operations generated $135 million of operating cash flow in Q4 2025 (company-wide Q4 operating cash flow $68 million including discontinued ops). For full-year 2025 continuing ops generated $154 million of cash from operations; free cash flow from continuing ops was $18 million in Q4 and $98 million for the year. Guidance midpoint targets at least $100 million of free cash flow for 2026.
Material Debt Reduction and Liquidity
Net debt at December 31, 2025 was $1.8 billion — down $315 million from September 30 and down $46 million year-over-year. Company ended year with ~$282 million of cash, ~ $220 million available under committed revolver and $16 million under amended AR securitization, and a stated long-range leverage target of 3x adjusted EBITDA.
2026 Adjusted EBITDA Guidance and Seasonal Improvement
Management guided 2026 adjusted EBITDA of $335 million to $355 million (midpoint ~$345 million) and expects ~60% of adjusted EBITDA to be realized in the second half of 2026 as cost takeouts ramp, replacement volumes build and stranded costs decline.
Operational & Technology Initiatives
Investments in automation (payer qualification automation), revenue cycle improvements and customer-facing technology (MyApria app launching Q2 2026, building on MyByram) aimed at improving collection rates, patient adherence and lowering cost to serve.
ACH 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
ACH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $2.48 | $2.61 | +5.24% |
Oct 30, 2025 | $4.96 | $3.97 | -19.96% |
Aug 11, 2025 | $7.09 | $4.63 | -34.70% |
May 08, 2025 | $7.76 | $6.99 | -9.92% |
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 Accendra Health (ACH) report earnings?
Accendra Health (ACH) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Accendra Health (ACH) earnings time?
Accendra Health (ACH) earnings time is at May 01, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACH EPS forecast?
ACH EPS forecast for the fiscal quarter 2026 (Q1) is -0.09.