Earnings summaries and quarterly performance for AMEDISYS.
Executive leadership at AMEDISYS.
Board of directors at AMEDISYS.
Research analysts who have asked questions during AMEDISYS earnings calls.
Andrew Mok
Barclays
4 questions for AMED
Brian Tanquilut
Jefferies
4 questions for AMED
John Ransom
Raymond James
4 questions for AMED
Justin Bowers
Deutsche Bank AG
4 questions for AMED
A.J. Rice
UBS Group AG
3 questions for AMED
Joanna Gajuk
Bank of America
3 questions for AMED
Sarah James
Cantor Fitzgerald
3 questions for AMED
Scott Fidel
Stephens Inc.
3 questions for AMED
Tao Qiu
Macquarie Group
3 questions for AMED
Benjamin Hendrix
RBC Capital Markets
2 questions for AMED
Benjamin Mayo
Leerink Partners
2 questions for AMED
Matthew Larew
William Blair & Company
2 questions for AMED
Matt Larew
William Blair & Co.
2 questions for AMED
Whit Mayo
Leerink Partners
2 questions for AMED
Albert Rice
UBS
1 question for AMED
Benjamin Rossi
JPMorgan Chase & Co.
1 question for AMED
Bill Sutherland
The Benchmark Company LLC
1 question for AMED
Gary Taylor
Cowen and Company
1 question for AMED
Matthew Borsch
BMO Capital Markets
1 question for AMED
Michael Murray
RBC Capital Markets
1 question for AMED
Nabil Gutierrez
Bank of America
1 question for AMED
Recent press releases and 8-K filings for AMED.
- The U.S. Justice Department has reached a proposed settlement for UnitedHealth Group's $3.3 billion acquisition of Amedisys, requiring the divestiture of 164 home health and hospice locations across 19 states.
- These divestitures represent approximately $528 million in annual revenue and are intended to preserve competition in outpatient healthcare services.
- Amedisys is required to pay a $1.1 million civil penalty and provide antitrust compliance training due to false certification during the investigation.
- The settlement introduces operational complexity and potential delays to the merger's completion, including provisions for additional divestitures if regulatory approvals are not secured.
- Amedisys reported strong financial results for Q2 2025, with net service revenue increasing to $621.9 million, a 5.2% rise from the previous year, and adjusted earnings per share rising to $1.54.
- Despite improved adjusted EBITDA of $80.8 million, net income fell to $28.1 million from $32.3 million year-over-year, primarily due to merger-related expenses totaling $26.3 million in Q2 2025.
- The company is currently in the process of merging with UnitedHealth Group and consequently did not hold a quarterly earnings call.
- Most analysts maintain a cautious 'hold' rating on Amedisys stock, partly due to its relatively high price-to-earnings ratio of about 19 times projected earnings.
- Amedisys announced agreements for the sale of select home health and hospice care centers to affiliates of BrightSpring Health Services, with consummation contingent on the merger with UnitedHealth Group.
- The company also entered into a separate agreement to sell additional home health care centers to affiliates of The Pennant Group, also subject to merger-related conditions.
- The merger, which positions Amedisys as a wholly owned subsidiary of UnitedHealth Group, remains subject to multiple closing conditions and regulatory requirements, with executive oversight confirmed by CEO Richard Ashworth’s signature on May 1, 2025.
- Net service revenue increased by $23.4 million to $594.8 million compared to Q1 2024, indicating robust top-line growth.
- Net income attributable to the company rose significantly to $61.0 million from $14.4 million in the prior period, with a GAAP diluted EPS of $1.84.
- Non-GAAP measures also improved with an adjusted EBITDA of $68.8 million and higher adjusted net income and EPS, reflecting strong operational performance.
- The company noted it will not host a quarterly earnings call due to its pending merger with UnitedHealth Group, marking an important strategic development.
- Q4 2024 Performance: Consolidated revenue of $598.1M, net loss of $20.4M (merger-related expenses and a $48.4M impairment charge) alongside adjusted EPS of $0.96 and adjusted EBITDA of $54.6M
- Full-Year 2024 Metrics: Net service revenue reached $2,348.3M, with adjusted EBITDA of $245.8M and adjusted net income of $142.7M (adjusted EPS of $4.32)
- Organic Growth: Home Health same store admissions up 8%, Hospice ADC rising 0.5%, and High Acuity Care admissions increased by 29%
- Strategic Initiatives: Pending merger with UnitedHealth Group Inc., efforts to optimize staffing ratios, and strong liquidity with net debt of $75.7M and $511.2M in revolving credit
Quarterly earnings call transcripts for AMEDISYS.
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