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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