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

D
DataBreaches.Net
B
Blog
博客园_首页
C
Check Point Blog
Microsoft Security Blog
Microsoft Security Blog
MyScale Blog
MyScale Blog
P
Proofpoint News Feed
Engineering at Meta
Engineering at Meta
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
B
Blog RSS Feed
M
MIT News - Artificial intelligence
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
WordPress大学
WordPress大学
宝玉的分享
宝玉的分享
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
The Cloudflare Blog
量子位
V
V2EX
Y
Y Combinator Blog
Hugging Face - Blog
Hugging Face - Blog
Martin Fowler
Martin Fowler
Recent Announcements
Recent Announcements
I
InfoQ
博客园 - 【当耐特】

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
Concentra Group Holdings Parent, Inc. (CON) Presents at B...
2026-05-19 · via All Articles on Seeking Alpha

Concentra Group Holdings Parent, Inc. (CON) Bank of America Global Healthcare Conference 2026 May 12, 2026 8:00 PM EDT

Company Participants

Matthew DiCanio - President & CFO
Tanner Newton
Bill Chapman

Conference Call Participants

Joanna Gajuk - BofA Securities, Research Division

Presentation

Joanna Gajuk
BofA Securities, Research Division

Hello, everyone. Thanks so much for joining. My name is Joanna Gajuk, health care provider at Bank of America. And it's my pleasure now to host this session with Concentra, very interesting company. And we have the entire group here. So we have Matt, President and CFO; Tanner Newton, who's the SVP of Strategy and Finance; and Bill Chapman is here, too. So perfect. Sorry, we don't have your name there. And I guess we'll go right into Q&A, unless...

Matthew DiCanio
President & CFO

Great. No, go right into it.

Question-and-Answer Session

Joanna Gajuk
BofA Securities, Research Division

Yes. But I was also actually thinking that since this company is very unique, like the payer is like a unique one. And the business itself kind of is different than most of the companies, people are kind of talking at the conference. So maybe we should start there just like high level, just -- so in case someone is not familiar with the business. And also, what are the biggest drivers and how you're thinking about the long-term kind of growth algo for this entity?

Matthew DiCanio
President & CFO

Yes, sure. So, thanks for attending. Appreciate the time. So Concentra is the largest provider of occupational medicine in the country. We are the largest by a good ways. We've been a business that's been around for 45 years, $2.3 billion roughly in revenue, $450 million in EBITDA, 20% EBITDA margin, strong cash flow profile. It's a very unique industry. We have 1,000 locations across the country, about 630 of them are occupational medicine centers in 43, 44 states. About 400-plus