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AMN Healthcare Services, Inc. (AMN) Presents at Bank of A...
2026-05-14 · via All Articles on Seeking Alpha

Q1: 2026-05-07 Earnings Summary

EPS of $2.10 beats by $0.48

 | 

Revenue of

$1.38B

(99.90% Y/Y)

beats by $144.79M

AMN Healthcare Services, Inc. (AMN) Bank of America Global Healthcare Conference 2026 May 13, 2026 6:40 PM EDT

Company Participants

Caroline Grace - President, CEO & Director
Brian Scott - CFO & COO

Presentation

Operator

Right. I want to thank everyone for joining us. It's my pleasure to be hosting this discussion with AMN Healthcare. With us today, we have Cary Grace, who's the President and CEO; and Brian Scott, who's the CFO of the company. I don't know if you have any prepared remarks or just jump right into Q&A.

Caroline Grace
President, CEO & Director

Jump right in.

Operator

All right. Let's do it. So...

Caroline Grace
President, CEO & Director

I know that we're the last slot between you and flights home or going out to dinner.

Question-and-Answer Session

Operator

Yes. So all right. Let's do it. So I guess when we think about -- there's been huge ups and downs in this industry over the last -- with COVID and post-COVID. So where do you think we are now from an overall demand perspective across the key business lines?

Caroline Grace
President, CEO & Director

Yes. So for perspective, and I'll give you a couple of numbers. I think we'll paint the picture of the generational cycle that we just went through in the pandemic in the industry. Going into the pandemic, our target TAM, total TAM available was about $24 billion. In a little bit over 2 years, it went up to $70 billion. On the other side of the pandemic, it really got to about $34 billion, $35 billion. We've seen some growth from there. So if you go back and look at from the original point to now, it's a great growth market.

If you look at from the height of the pandemic, when you