Grayson McAlister's questions to Aveanna Healthcare Holdings Inc (AVAH) leadership • Q1 2025
Question
Grayson McAlister, on for David MacDonald of Truist Securities, asked about the Home Health & Hospice segment, specifically why total episodes were flat despite a strong episodic mix, and the outlook for volume growth.
Answer
CEO Jeff Shaner explained that the focus has been on establishing the right operating model with a strong margin profile and high clinical outcomes, which is now 'dialed in.' With 45 episodic agreements in place and a bolstered sales team, he expressed confidence that the segment is now positioned for smart volume growth, targeting 1-3% organic volume growth on top of rate increases.