惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Microsoft Azure Blog
Microsoft Azure Blog
GbyAI
GbyAI
P
Proofpoint News Feed
Engineering at Meta
Engineering at Meta
Recent Announcements
Recent Announcements
L
LangChain Blog
B
Blog
阮一峰的网络日志
阮一峰的网络日志
Microsoft Security Blog
Microsoft Security Blog
博客园 - 【当耐特】
M
MIT News - Artificial intelligence
D
Docker
WordPress大学
WordPress大学
J
Java Code Geeks
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
The GitHub Blog
The GitHub Blog
博客园 - 叶小钗
Last Week in AI
Last Week in AI
Stack Overflow Blog
Stack Overflow Blog
有赞技术团队
有赞技术团队
MyScale Blog
MyScale Blog
H
Hackread – Cybersecurity News, Data Breaches, AI and More
MongoDB | Blog
MongoDB | Blog
博客园 - Franky

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
AdaptHealth Corp. (AHCO) Presents at Bank of America Glob...
2026-05-13 · via All Articles on Seeking Alpha

Q1: 2026-05-05 Earnings Summary

EPS of -$0.05 misses by $0.06

 | 

Revenue of

$819.80M

(5.39% Y/Y)

beats by $23.17M

AdaptHealth Corp. (AHCO) Bank of America Global Healthcare Conference 2026 May 12, 2026 12:20 PM EDT

Company Participants

Jason Clemens - Chief Financial Officer

Conference Call Participants

Joanna Gajuk - BofA Securities, Research Division

Presentation

Joanna Gajuk
BofA Securities, Research Division

[Audio Gap] AdaptHealth, they are one of the largest or maybe the largest provider of medical equipment, I guess, in the U.S. and Jason is here with us. We're going to go right into Q&A. before we start, I guess, Luke is in the audience, too. He's hiding. But in case anybody wants to say hi to Luke, he is right there.

Question-and-Answer Session

Joanna Gajuk
BofA Securities, Research Division

So maybe -- yes, maybe we'll go just right into Q&A and start with first quarter. You guys came in a little bit below on EBITDA line, right? You call out a couple of items. So maybe remind us the elements, I guess, that created the shortfall, right? But also as we think about Q2, right, maybe the timeline of kind of recovery, some of these cost items that kind of were weighing on Q1 EBITDA.

Jason Clemens
Chief Financial Officer

Sure. Sure. I'd be happy to. So it's good to see you again, Joanna. Thanks for having us back at BofA. Yes. So first quarter for AdaptHealth was frankly, extraordinary in a lot of different ways. All 4 business segments grew organically. That's the first time that's happened, I think, since we broke into 4 different business segments. And so the underlying core business of sleep and respiratory, as Joanna mentioned, we're the largest durable medical equipment provider in the country. Both Sleep and Respiratory grew organically year-over-year between 3% and 4%. So we were happy to see that in the core business.

Our diabetes business grew