The earnings call presented a mix of strong performance in the hospice segment and successful payer negotiations, offset by significant challenges posed by CMS's proposed rate cuts and operational disruptions. While financial performance showed improvement, the outlook is tempered by regulatory uncertainties and potential downsizing.

Company Guidance

During Enhabit Home Health & Hospice's second-quarter 2025 earnings call, the company provided guidance indicating strong financial performance and strategic measures to address industry challenges. The fiscal guidance for 2025 was updated to reflect expected full-year revenue between $1.060 billion and $1.073 billion, with adjusted EBITDA projected in the range of $104 million to $108 million. Additionally, adjusted free cash flow is anticipated to be between $47 million and $57 million for the year. Enhabit reported consolidated net revenue of $266.1 million for the quarter, marking a sequential increase of 2.4% and a year-over-year growth of 2.1%. The adjusted EBITDA for the quarter was $26.9 million, representing a 6.7% increase from the previous year. Key performance metrics included a 1.3% year-over-year increase in home health admissions and a 5.2% rise in non-Medicare admissions. The hospice segment experienced 8.7% growth in total admissions year-over-year, contributing to a 12.3% rise in census. Despite the challenges posed by CMS's proposed 2026 rate cuts, Enhabit is focusing on strategies such as advanced visit per episode management and payer innovation contracts to mitigate potential impacts while continuing to leverage its scalable operating model and clinical pathways for sustained growth.

Strong Hospice Segment Growth

The hospice segment experienced strong momentum with revenue growth of 19.4% year-over-year and adjusted EBITDA growth of 54%. Total admissions grew 8.7% year-over-year with same-store up 5.7%. Census grew 12.3% with 10.7% same-store growth.

Successful Payer Contract Negotiation

A renegotiated national payer contract resulted in a low double-digit increase in the per visit rate, effective August 15, 2025. This contract will now be considered a payer innovation contract, which is expected to encourage more referrals.

Debt Reduction and Improved Liquidity

The company continued to deleverage its balance sheet with $50 million in debt prepayments through Q3 2025, reducing annual cash interest expense by $10 million. Available liquidity improved to $113.5 million.

Improved Financial Performance

Consolidated net service revenue increased by 2.1% year-over-year to $266.1 million, and adjusted EBITDA grew by 6.7% to $26.9 million. The company also reported a 2.6% sequential increase in home health revenue.

Enhabit, Inc (EHAB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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EHAB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.12 / -	0.03	―	―	―
Aug 06, 2025	2025 (Q2)	0.10 / 0.13	0.07	85.71% (+0.06)
May 07, 2025	2025 (Q1)	0.06 / 0.10	0.07	42.86% (+0.03)
Mar 05, 2025	2024 (Q4)	0.05 / 0.04	0.06	-33.33% (-0.02)
Nov 06, 2024	2024 (Q3)	0.04 / 0.03	0.03	0.00% (0.00)
Aug 06, 2024	2024 (Q2)	0.06 / 0.07	0.04	75.00% (+0.03)
May 08, 2024	2024 (Q1)	0.05 / 0.07	0.09	-22.22% (-0.02)
Mar 06, 2024	2023 (Q4)	0.03 / 0.06	0.32	-81.25% (-0.26)
Nov 07, 2023	2023 (Q3)	0.06 / 0.03	0.19	-84.21% (-0.16)
Aug 09, 2023	2023 (Q2)	0.14 / 0.04	0.47	-91.49% (-0.43)

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

EHAB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$6.77	$7.80	+15.21%
May 07, 2025	$8.20	$9.69	+18.17%
Mar 05, 2025	$8.54	$8.02	-6.09%
Nov 06, 2024	$7.91	$7.92	+0.13%

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 Enhabit, Inc (EHAB) report earnings?

Enhabit, Inc (EHAB) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Enhabit, Inc (EHAB) earnings time?

Enhabit, Inc (EHAB) earnings time is at Nov 05, 2025, 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 EHAB EPS forecast?

EHAB EPS forecast for the fiscal quarter 2025 (Q3) is 0.12.

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