Earnings summaries and quarterly performance for Concentra Group Holdings Parent.
Executive leadership at Concentra Group Holdings Parent.
William K. Newton
Detailed
Chief Executive Officer
CEO
JA
John A. deLorimier
Detailed
Chief Information and Technology Officer
JA
John Anderson
Detailed
Chief Medical Officer
MT
Matthew T. DiCanio
Detailed
President and Chief Financial Officer
MK
Michael Kosuth
Detailed
Chief Operating Officer – East Group
SZ
Su Zan Nelson
Detailed
Chief Accounting Officer
Board of directors at Concentra Group Holdings Parent.
Research analysts who have asked questions during Concentra Group Holdings Parent earnings calls.
Benjamin Hendrix
RBC Capital Markets
4 questions for CON
Also covers: ACHC, ADUS, AHCO +25 more
JP
Jamie Perse
The Goldman Sachs Group, Inc.
4 questions for CON
Also covers: BTSG, DOCS, EHAB +8 more
JG
Joanna Gajuk
Bank of America
4 questions for CON
Also covers: ACHC, ADUS, AGL +21 more
JB
Justin Bowers
Deutsche Bank AG
4 questions for CON
Also covers: AMED, CRL, CTLT +9 more
Stephen Baxter
Wells Fargo & Company
4 questions for CON
Also covers: AGL, BTSG, CAH +15 more
BR
Benjamin Rossi
JPMorgan Chase & Co.
2 questions for CON
Also covers: AMED, ARDT, AVAH +7 more
AH
Anne Hines
Mizuho
1 question for CON
AH
Ann Hynes
Mizuho Financial Group
1 question for CON
Also covers: ARDT, BTSG, CI +17 more
EK
Edward Kressler
TPG Angelo Gordon
1 question for CON
MM
Michael Murray
RBC Capital Markets
1 question for CON
Also covers: ADUS, AHCO, AMED +7 more
Recent press releases and 8-K filings for CON.
Concentra Provides Business and Financial Overview at J.P. Morgan Healthcare Conference
CON
Revenue Acceleration/Inflection
M&A
New Projects/Investments
- Concentra, the largest occupational health services provider in the United States, operates over 1,000 locations (650 bricks and mortar, 400+ on-sites) across over 40 states.
- The company reported approximately $2.2 billion in revenue and $425-430 million in EBITDA from its Q3 earnings call, with a 13% year-over-year growth rate in 2025 (or high single-digit excluding large acquisitions).
- Concentra maintains a highly variable cost structure with approximately 20% adjusted EBITDA margins for the fifth consecutive year and anticipates an average 3% annual rate increase.
- Growth is driven by a strategy of de novos and over 70 acquisitions since 2016, alongside tailwinds from an aging workforce, potential US infrastructure spending, and the AI economy.
- Despite a soft labor market, the company has shown strong organic growth with three consecutive quarters north of 3% to 3.5%.
Jan 14, 2026, 5:00 PM
Concentra Provides Business Update and 2026 Outlook at J.P. Morgan Healthcare Conference
CON
Guidance Update
Share Buyback
M&A
- Concentra, the largest occupational health services provider in the United States, became a publicly traded company in July 2024 and operates over 1,000 locations.
- For 2025, the company reported approximately $2.2 billion in revenue and $425-430 million in EBITDA, achieving a 13% year-over-year growth rate.
- Concentra announced strong preliminary Q4 2025 visit volumes with 9% overall growth and repurchased 1.1 million shares in the quarter.
- The company is targeting a leverage ratio of 3.5x or less by year-end 2025 and 3.0x or less by year-end 2026, while also expecting 3% rate growth for workers' compensation and 3%-4% for employer services in 2026.
- Concentra's capital allocation priorities include deleveraging, smaller M&A, and share buybacks, with a $100 million share buyback program authorized and a 1.3% dividend yield.
Jan 14, 2026, 5:00 PM
Concentra Provides Business Fundamentals and Preliminary Q4 2025 Performance Update
CON
Share Buyback
Guidance Update
M&A
- Concentra, which became a publicly traded company in July 2024, is the largest occupational health services provider in the United States with over 1,000 locations.
- The company has achieved greater than 100% free cash flow conversion and nearly $1 billion in free cash flow generation since 2021.
- Concentra is targeting 3.5 times or less leverage for year-end 2025 and aims for 3 times or less by the end of 2026.
- The board authorized a $100 million share buyback program late last year, with 1.1 million shares repurchased in Q4.
- Preliminary Q4 2025 results indicate strong visit volume growth, including 3.4% in work comp and 2.3% in employer services (excluding Nova), and approximately 9% overall.
Jan 14, 2026, 5:00 PM
Concentra Provides FY 2025 Guidance and Updates on Performance
CON
Guidance Update
Share Buyback
Revenue Acceleration/Inflection
- Concentra projects Revenue between $2.145 billion and $2.160 billion and Adjusted EBITDA between $425 million and $430 million for fiscal year 2025.
- For the trailing twelve months (TTM) ended September 30, 2025, the company reported Revenue of $2,089.378 million and Adjusted EBITDA of $414.137 million, with 13% year-over-year growth in both metrics for the year-to-date period ended September 2025.
- Net leverage was 3.6x as of Q3 2025, with a target of ≤3.5x by year-end 2025. The company repurchased ~1.1 million shares in Q4 2025 and has an authorized $100 million share buyback program.
- Concentra is the largest provider of occupational health services in the U.S., operating 628 occupational health centers and 413 onsite health clinics.
Jan 14, 2026, 5:00 PM
Concentra Group Holdings Parent, Inc. Provides Preliminary Q4 2025 Results and FY 2025 Guidance
CON
Earnings
Guidance Update
Share Buyback
- Concentra Group Holdings Parent, Inc. (CON) released preliminary, unaudited operational metrics for Q4 2025 and provided FY 2025 guidance on January 12, 2026.
- The company projects FY 2025 Revenue between $2.145 billion and $2.160 billion and Adjusted EBITDA between $425 million and $430 million.
- Preliminary Q4 2025 year-over-year visits per day increased, with Total Company Workers’ Compensation up +3.4% and Employer Services up +2.3%.
- Concentra repurchased approximately 1.1 million shares in Q4 2025 and expects net leverage to be ≤3.5x by year-end 2025.
Jan 12, 2026, 2:01 PM
Concentra Group Holdings Parent Reports Strong Q3 2025 Results and Updates 2025 Guidance
CON
Earnings
Guidance Update
Share Buyback
- Concentra Group Holdings Parent reported Q3 2025 revenue of $572.8 million, a 17% increase year-over-year, or $541.5 million (up 10.6%) excluding the Nova acquisition.
- Adjusted EBITDA reached $118.9 million, a 17.1% increase from the prior year, with the adjusted EBITDA margin slightly improving to 20.8% in Q3 2025.
- The company reported adjusted net income of $49.9 million and adjusted earnings per share of $0.39 for the third quarter of 2025.
- Concentra updated its 2025 revenue guidance to a low end of $2.145 billion and adjusted EBITDA guidance to a low end of $425 million, while reaffirming leverage targets of 3.5x or below by year-end 2025 and below 3.0x by year-end 2026.
- The Board declared a cash dividend of $0.0625 per share and authorized a $100 million share repurchase program.
Nov 7, 2025, 2:00 PM
Concentra Reports Strong Q3 2025 Results and Raises Full-Year Guidance
CON
Earnings
Guidance Update
Share Buyback
- Concentra reported strong Q3 2025 financial results, with Total Revenue increasing 17.0% year-over-year to $572.8 million and Adjusted EBITDA growing 17.1% year-over-year to $118.9 million.
- The company raised its FY 2025 guidance for Total Revenue to between $2.145 billion and $2.160 billion and for Adjusted EBITDA to between $425 million and $430 million.
- Concentra continued its focus on de-leveraging, reducing net leverage to 3.6x in Q3 2025, and authorized a $100 million share repurchase program while maintaining a $0.0625 quarterly dividend.
- Operational growth was driven by the integration of Nova and Pivot Onsite acquisitions, along with opening 1 de novo in Q3 2025, targeting 7 total for the year.
Nov 7, 2025, 2:00 PM
Concentra Group Holdings Parent, Inc. Announces Q3 2025 Results, Cash Dividend, and Raised FY 2025 Guidance
CON
Earnings
Guidance Update
Dividends
- Concentra Group Holdings Parent, Inc. reported strong Q3 2025 financial results, with revenue increasing 17.0% to $572.8 million and Adjusted EBITDA growing 17.1% to $118.9 million compared to Q3 2024.
- The company's net income for Q3 2025 was $49.8 million, resulting in earnings per share of $0.38.
- Concentra raised its full-year 2025 guidance, now projecting revenue in the range of $2.145 billion to $2.160 billion and Adjusted EBITDA between $425 million and $430 million.
- Operational performance was robust, with patient visits per day increasing 9.2% and revenue per visit up 4.2% in Q3 2025 year-over-year.
- The Board of Directors declared a quarterly cash dividend of $0.0625 per share and authorized a $100 million share repurchase program.
Nov 6, 2025, 9:40 PM
Concentra Announces Strong Q2 2025 Results and Raises Full-Year Guidance
CON
Earnings
Guidance Update
M&A
- Concentra reported strong Q2 2025 financial performance with Total Revenue of $550.8 million, representing a 15.2% growth year-over-year, and Adjusted EBITDA of $115.0 million, a 13.2% growth year-over-year.
- The company raised its full-year 2025 guidance, now expecting Total Revenue between $2.13 billion and $2.16 billion and Adjusted EBITDA between $420 million and $430 million.
- Concentra completed the acquisition of Pivot Onsite Innovations on June 1, adding 240+ onsite health clinics and bringing the total number of center and onsite locations to over 1,000 as of June 30, 2025.
- The company's net leverage was lowered to 3.8x in Q2 2025, with a focus on de-levering to ~3.5x by year-end 2025 and targeting <3.0x by the end of 2026.
Aug 8, 2025, 1:00 PM
Concentra Group Holdings Parent, Inc. Announces Q2 2025 Results, Raises Guidance, and Declares Dividend
CON
Earnings
Guidance Update
M&A
- Concentra Group Holdings Parent, Inc. reported Q2 2025 revenue of $550.8 million, an increase of 15.2% from Q2 2024, and Adjusted EBITDA of $115.0 million, up 13.2%. Net income for the quarter was $46.2 million, a decrease from the prior year, primarily due to higher interest expense.
- The company raised its full-year 2025 guidance, with expected revenue now between $2.13 billion and $2.16 billion and Adjusted EBITDA in the range of $420 million to $430 million.
- Concentra completed the acquisition of Pivot Onsite Innovations on June 1, 2025, for $54.4 million, expanding its network to over 1,000 total locations including 406 onsite health clinics.
- A cash dividend of $0.0625 per share was declared on August 6, 2025, payable on August 28, 2025.
Aug 7, 2025, 12:00 AM
Quarterly earnings call transcripts for Concentra Group Holdings Parent.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more