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    Gabrielle Ingoglia • Cantor Fitzgerald

    Gabrielle Ingoglia's questions to Acadia Healthcare Company Inc (ACHC) leadership

    Gabrielle Ingoglia's questions to Acadia Healthcare Company Inc (ACHC) leadership • Q1 2025

    Question

    Gabrielle Ingoglia, on for Sarah James at Cantor Fitzgerald, asked about any potential weather impacts on facilities and requested an update on the performance of the underperforming facilities mentioned in the previous quarter.

    Answer

    Executive Heather Dixon reported no material weather impacts. Executive Christopher Hunter stated the underperforming facilities performed in line with expectations, creating a 90 basis point headwind to same-facility patient growth in Q1. He reiterated the full-year $20 million EBITDA headwind assumption and noted the underperformance is correlated with local, not national, media coverage.

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    Gabrielle Ingoglia's questions to DocGo Inc (DCGO) leadership

    Gabrielle Ingoglia's questions to DocGo Inc (DCGO) leadership • Q1 2025

    Question

    Gabrielle Ingoglia, on for Sarah James, questioned the discrepancy between the stated $100 million government revenue removal and the total guidance reduction of approximately $115 million. She also asked if the 2026 positive EBITDA projection excludes government contributions and if positive 2026 MA rates are driving more payer conversations.

    Answer

    CFO Norman Rosenberg clarified that the delta in the guidance reduction reflects prudence and a range for possibilities across all business lines, as the sum of individual segment targets ($325M) is higher than the midpoint of the new guidance range. CEO Lee Bienstock confirmed the 2026 positive EBITDA projection excludes potential upside from the municipal government vertical and affirmed that MA market dynamics are a tailwind, strengthening their value proposition with payers.

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    Gabrielle Ingoglia's questions to Universal Health Services Inc (UHS) leadership

    Gabrielle Ingoglia's questions to Universal Health Services Inc (UHS) leadership • Q3 2024

    Question

    Gabrielle Ingoglia of Cantor Fitzgerald asked for the drivers behind the strong acute revenue per admission and for color on inpatient surgical trends.

    Answer

    Steve Filton attributed the strong revenue per admission to a difficult comparison with the prior year, which saw high volumes of lower-acuity, deferred procedures. As those catch-up procedures subsided, the acuity mix improved in Q3 2024. He noted that inpatient surgical volumes were soft, declining slightly, due to the same dynamic of strong but lower-acuity surgical catch-up in the prior-year quarter.

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