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    Meghan Holtz • Jefferies

    Meghan Holtz's questions to Aveanna Healthcare Holdings Inc (AVAH) leadership

    Meghan Holtz's questions to Aveanna Healthcare Holdings Inc (AVAH) leadership • Q1 2025

    Question

    Meghan Holtz of Jefferies inquired about the progress on rate improvements in the 10 targeted states, the pipeline for the remaining preferred payer agreements, and the cash flow outlook for the remainder of the year.

    Answer

    CEO Jeff Shaner highlighted a strong start to the year with five government rate increases and two preferred payer wins in Q1, bringing the total to seven. He noted the preferred payer pipeline remains robust. CFO Matt Buckhalter addressed cash flow, explaining that Q1 is a seasonal low point and that Aveanna is expected to be free cash flow positive for 2025 on a standalone basis, with updates to follow post-Thrive SPC integration.

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    Meghan Holtz's questions to Aveanna Healthcare Holdings Inc (AVAH) leadership • Q4 2024

    Question

    Meghan Holtz of Jefferies questioned the conservatism of the 2025 guidance, which implies flat EBITDA margins, and inquired about the M&A pipeline and focus areas.

    Answer

    CEO Jeff Shaner described the guidance as "prudent" to maintain their "beat and raise" track record. CFO Matt Buckhalter added that while Q1 faces seasonal headwinds, they have strong momentum from 2024. Regarding M&A, Shaner confirmed plans for tuck-in acquisitions in Home Health and Private Duty Services in 2025, funded within their current capital structure, while pausing M&A for the Medical Solutions segment.

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    Meghan Holtz's questions to Adapthealth Corp (AHCO) leadership

    Meghan Holtz's questions to Adapthealth Corp (AHCO) leadership • Q1 2025

    Question

    Meghan Holtz of Jefferies inquired about the specific improvements seen in the Diabetes business, asking if the expected modest growth in pumps materialized and seeking details on progress in CGM. She also requested clarification on whether the updated guidance reflects only the incontinence asset sale or the infusion asset sale as well.

    Answer

    Jason Clemens, an executive at AdaptHealth, confirmed the guidance change is exclusively for the incontinence asset sale, with updates on the infusion deal pending its closure. He noted that the pump business did show positive growth over the prior year. For CGMs, he highlighted a second consecutive quarter of sequential growth in new starts and record-level retention rates, boosting confidence in the segment's turnaround.

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    Meghan Holtz's questions to HCA Healthcare Inc (HCA) leadership

    Meghan Holtz's questions to HCA Healthcare Inc (HCA) leadership • Q4 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, asked about any moving pieces, seasonality, or nonrecurring items to consider for Q1 EBITDA and requested clarification on the status of the new Tennessee supplemental payment program.

    Answer

    CFO Mike Marks clarified that the new Tennessee program has received partial-year approval covering the second half of 2024, which will be a 2025 event, while the 2025 calendar year program is not yet approved. For Q1 guidance, he advised following historical seasonal trends, as the company does not provide quarterly guidance.

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    Meghan Holtz's questions to Encompass Health Corp (EHC) leadership

    Meghan Holtz's questions to Encompass Health Corp (EHC) leadership • Q3 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, asked for clarification on the bad debt guidance, questioning if the guided rate for Q2 2025 represented conservatism or was related to new audit claims.

    Answer

    CFO Douglas Coltharp clarified that the guidance reflects a return to a normalized level of bad debt expense, consistent with the run rate before the recent volatility in Q2 and Q3. He noted that Q3's lower rate was favorably impacted by strong collections and the resolution of previously denied claims, which reduced the aging-based reserve.

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    Meghan Holtz's questions to Labcorp Holdings Inc (LH) leadership

    Meghan Holtz's questions to Labcorp Holdings Inc (LH) leadership • Q3 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, asked for an update on the M&A pipeline and the company's visibility into the deal landscape for 2025.

    Answer

    CEO Adam Schechter expressed strong optimism about the M&A pipeline, particularly for hospital and regional lab deals. He highlighted the company's confidence by pointing to the increase in its long-term inorganic growth outlook from a historical 1%-2% to a new target of 1.5%-2.5%. While he noted that the exact timing of deals is hard to predict, the pipeline remains robust.

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    Meghan Holtz's questions to Quest Diagnostics Inc (DGX) leadership

    Meghan Holtz's questions to Quest Diagnostics Inc (DGX) leadership • Q3 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, requested a breakdown of the updated EPS guidance, noting that excluding the impact of Hurricane Milton, the core guidance appeared to have increased slightly.

    Answer

    CFO Sam Samad confirmed that the EPS midpoint was maintained at $8.90 despite absorbing an $0.08 headwind from Hurricane Milton. He agreed that excluding this impact, the core EPS outlook has improved, driven by the underlying strength of the organic business, particularly strong revenue per requisition.

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