Aveanna Healthcare Holdings (AVAH)
NASDAQ:AVAH
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.13Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: double-digit top-line growth, substantial YoY adjusted EBITDA expansion, improved margins in key segments, robust liquidity and free cash flow, and meaningful progress on preferred payer strategies and targeted M&A (Family First). Offsetting risks include non-recurring benefits (53rd week and reserve release), continued caregiver labor and wage pressure, California reimbursement uncertainty, Medical Solutions near-term normalization, and material variable-rate debt (largely hedged). Management provided prudent 2026 guidance that normalizes the strong 2025 results and emphasized continued execution on preferred payer expansion, margin stabilization, and selective acquisitions.Company Guidance
Strong Top-Line Growth
Q4 revenue of $662.5M, up 27.4% year-over-year; full-year 2025 revenue of $2.433B, up 20.2% versus prior year (results benefitted from a 53rd week).
Substantial EBITDA Expansion
Q4 adjusted EBITDA of $85M, up 54% YoY; full-year 2025 adjusted EBITDA of $320.8M, up 74.8% YoY.
Segment Growth — Private Duty Services (PDS)
PDS Q4 revenue ~ $541M, +28.1% YoY; care volume ~12.4M hours, +17.9% YoY; revenue per hour $43.74, +10.2% YoY; Q4 PDS gross margin 27.7% with a spread per hour of $12.12.
Segment Growth — Home Health & Hospice
Q4 revenue $69.3M, +27.3% YoY; 10,400 admissions (+22.4% YoY) and 14,000 episodes (+25% YoY); episodic payer mix 78% (goal >70%); Medicare revenue per episode $3,223 (+3% YoY); Q4 gross margin 53.7%.
Segment Growth — Medical Solutions
Q4 revenue $52.5M, +21.3% YoY; ~92,000 unique patients served (+3.4% YoY); revenue per UPS ~$570, +17.9% YoY; Q4 gross margin 50% (noting a reserve release boosted results).
Preferred Payer Momentum
PDS added 8 preferred payer agreements in 2025 (total 30); preferred payer volumes ~57% of PDS MCO volumes in Q4 (target low-60% in 2026). Home health ended 2025 with 45 preferred payers (target >50 in 2026). Medical Solutions at 18 preferred payers end-2025 (target 25 in 2026).
Liquidity and Cash Generation
Quarter-end liquidity $529M (cash ~$193M, $110M securitization availability, $226M undrawn revolver); operating cash flow $125.9M and free cash flow $131M for 2025.
M&A — Family First Acquisition
Announced acquisition of Family First Home Care for $175.5M (~7.5x post-synergy EBITDA), ~ $120M revenue (two-thirds in Florida); expected close in Q2 2026; funded with cash and securitization facility and projected to have minimal near-term leverage impact.
Conservative 2026 Guidance
Full-year 2026 revenue guidance $2.54B–$2.56B and adjusted EBITDA $318M–$322M (guidance excludes Family First), reflecting prudence given remaining headwinds.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $4.82 | $5.50 | +14.11% |
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 (AVAH) report earnings?
Aveanna Healthcare Holdings (AVAH) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Aveanna Healthcare Holdings (AVAH) earnings time?
Aveanna Healthcare Holdings (AVAH) earnings time is at May 07, 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 (Q1) is 0.13.