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Amn Healthcare Services Inc (AMN)
NYSE:AMN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.44Last Year’s EPS
0.45Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflected a mix of encouraging operational strengths and important near‑term headwinds. Positives include Q4 outperformance versus guidance, strong labor‑disruption revenue in Q4, demonstrated platform and strike playbook, meaningful debt reduction and healthy operating cash conversion. Management also highlighted AI and VMS investments, a recovering international pipeline and pockets of segment growth (Schools, search/interim). Offsetting these are material year‑over‑year declines in full‑year revenue and adjusted EBITDA, significant margin compression (notably in Q4 and in Technology & Workforce Solutions), continued weakness in certain end markets (Travel Nurse, VMS, Language Services) and incremental margin drag and SG&A from labor disruption. Overall, performance is mixed: the company has stabilized operational capabilities and balance sheet progress, but faces profit and margin recovery challenges in the near term.Company Guidance
Full-Year Revenue, Cash Flow and Debt Reduction
Reported 2025 revenue of $2.73 billion, operating cash flow for the year of $269 million, and reduced total debt by $285 million during 2025.
Q4 Outperformance vs Guidance
Fourth-quarter revenue of $748 million was 2% higher year‑over‑year and $18 million above the high end of guidance; gross margin and adjusted EBITDA margin came in at or slightly above the high ends of guidance ranges.
Labor Disruption Revenue Surge
Labor disruption revenue in Q4 was $124 million (nearly 2x year‑ago quarter). Management expects approximately $600 million of labor disruption revenue in Q1, which drives operating leverage despite reducing consolidated gross margin (Q4 impact ~130 bps; Q1 expected drag ~300 bps).
Nurse & Allied Momentum
Nurse & Allied Solutions revenue was $491 million in Q4, up 8% year‑over‑year and +36% sequentially. Travelers on assignment grew 6% sequentially. Excluding labor disruption, management expects Nurse & Allied revenue in Q1 to be up 2%–4% year‑over‑year and 4%–6% sequentially. Schools business grew 10% year‑over‑year.
Improving International and Search/Leadership Trends
Sequential growth returned in international nurse staffing; management expects Allied International and Search to return to year‑over‑year growth in Q1. Interim leadership and search outperformed guidance in Q4, and search is expected to be flat to up in Q1.
Technology & AI Investments and VMS Enhancements
Company rolled out ShiftWise Flex and enhanced VMS capabilities (advanced analytics, generative/Agentic AI, internal float support). Investing in AI across recruiting, applicant tracking and credentialing; pilots and Q1 client wins in Language Services pipeline indicate potential for future margin benefits.
Improving Working Capital Metrics
Days sales outstanding improved to 47 days in Q4 (8 days lower year‑over‑year and 10 days sequentially); Q4 operating cash flow was $76 million and capex remained modest ($8 million in Q4; $36 million for full year).
Demonstrated Operational Platform and Strike Playbook
Built and deployed an event management system and dedicated strike operating model that successfully handled two large, concurrent indefinite labor events while largely preserving core-business service levels and enabling rapid supplier onboarding.
AMN 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
AMN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $17.28 | ― | ― |
Nov 06, 2025 | $18.43 | $17.87 | -3.04% |
Aug 07, 2025 | $16.92 | $17.24 | +1.89% |
May 08, 2025 | $20.33 | $22.00 | +8.21% |
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 Amn Healthcare Services Inc (AMN) report earnings?
Amn Healthcare Services Inc (AMN) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Amn Healthcare Services Inc (AMN) earnings time?
Amn Healthcare Services Inc (AMN) earnings time is at Apr 30, 2026, After Close (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 AMN EPS forecast?
AMN EPS forecast for the fiscal quarter 2026 (Q1) is 1.44.