财务数据和关键指标变化 - 第一季度收入792.5百万美元,同比增长6.4% [22] - 睡眠业务收入306.2百万美元,同比增长4.0% [23] - 糖尿病业务收入149.3百万美元,同比增长2.0%,超出预期 [24][25] - 第一季度调整后EBITDA158.5百万美元,调整EBITDA利润率20.0%,同比提升200个基点 [27] - 经营活动产生的现金流49.0百万美元,受到Change Healthcare事项的影响 [28] - 资本支出87.9百万美元,占收入11.1%,同比改善近1个百分点 [28] - 第一季度自由现金流为负38.9百万美元,但公司维持全年自由现金流150-180百万美元的指引 [28][32] 各条业务线数据和关键指标变化 - 睡眠业务销售收入增长5.6%,睡眠复订用户数达到新高1.58百万 [23] - 糖尿病业务中CGM表现显著好于预期,得益于患者数量增加 [24] - 泵和泵耗材收入下降4.3百万美元,市场向无管泵转移 [25] - 氧气和无创通气新开始量持续强劲 [26] 各个市场数据和关键指标变化 - 公司正在积极拓展医保付费模式,Humana合同患者转移基本完成 [26] - 公司正在开拓新的医保付费合同,预计未来将获得更多此类合同 [31] 公司战略和发展方向及行业竞争 - 公司正专注于提高患者依从性,提高睡眠治疗依从性是改善患者健康结果的关键 [17] - 公司正在开发工具和数据,以证明其提供的治疗对结果产生积极影响 [17] - 公司认为OSA患者数量的增加将超过GLP-1对睡眠业务的潜在影响 [15][16] - 公司正在积极拓展医保付费模式,并计划获得更多此类合同 [31] 管理层对经营环境和未来前景的评论 - 公司面临的内部和外部挑战已得到解决,未来前景乐观 [10] - 公司专注于现金流的产生,有助于降低负债水平 [11][12] - 糖尿病业务正在改善,新领导层和高效运营平台将支持未来增长 [13] - 睡眠业务表现良好,公司将密切关注GLP-1对睡眠依从性的影响 [13][14][15] - 新任CEO Suzanne Foster具有丰富的行业经验,将为公司带来新的发展机遇 [18] 问答环节重要的提问和回答 问题1 **Jack Slevin 提问** 询问毛利率改善的具体原因,是否与糖尿病业务毛利改善有关 [40][41] **Jason Clemens 回答** 毛利率改善主要来自供应链管理和人工成本的优化,与糖尿病业务毛利改善无直接关系 [41][42] 问题2 **Pito Chickering 提问** 询问糖尿病业务收入变化的原因,以及2022年第二季度的大幅增长是否会重复 [53][54][55] **Jason Clemens 回答** 2022年第二季度的大幅增长是由于系统转换等临时因素导致,不会在2024年重复,公司对2024年全年糖尿病业务保持乐观 [55][56][57] 问题3 **Eric Coldwell 提问** 询问2024年第二季度收入增长放缓的原因,是否存在结构性或行业性问题 [64][65][66][67][77][78][79][80][81][82][83][84] **Richard Barasch 回答** 第二季度收入增长放缓主要是由于去年同期的高基数以及一些短期因素,如供应链延迟和Change Healthcare事项的影响,公司没有发现任何结构性或行业性问题 [83][84][85]

AdaptHealth Corp. (AHCO) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.01 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -66.67%. A quarter ago, it was expected that this company would post earnings of $0.20 per share when it actually produced earnings of $0.64, delivering a surprise of 220%. Over the last four quarters, the compa ...

Exhibit 99.1 FOR IMMEDIATE RELEASE ADAPTHEALTH CORP. ANNOUNCES FIRST QUARTER 2024 RESULTS PLYMOUTH MEETING, Pa. – May 7, 2024 - AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, announced today financial results for the first quarter ended March 31, 2024. First Quarter Results and Highlights All comparisons are to the quarter ended March 31, ...

The company published some very good news from the lab, although it wasn't so encouraging for smaller rivals. For both the biotech and pharmaceutical industries, what happens in the laboratory is critical to success (or failure, on the flip side). Some good news from a clinical trial conducted by Eli Lilly (LLY 0.54%) boosted the share price of the pharmaceutical giant (by 0.5%) on Wednesday, leaving several rivals in the dust. These included device makers ResMed (RMD -5.97%), whose stock suffered a 6% blow ...

Investors with an interest in Medical - Products stocks have likely encountered both AdaptHealth Corp. (AHCO) and Boston Scientific (BSX) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Score ...

Investors looking for stocks in the Medical - Products sector might want to consider either AdaptHealth Corp. (AHCO) or Boston Scientific (BSX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends ...

AHCO公司 - AHCO是医疗组中的一家公司，目前在Zacks Sector Rank中排名第4位[2] - AHCO的Zacks Rank为2（买入），全年盈利预期上调了14.4%[3] - AHCO今年迄今为止的股价上涨了52%，表现优于医疗组平均水平[4] ASND公司 - Ascendis Pharma A/S (ASND)是另一家医疗股，今年迄今为止的回报率为16.1%[5] - ASND的一致EPS预期今年增长了48.7%[6] 行业表现 - AHCO属于医疗产品行业，该行业今年迄今为止平均上涨了5%，AHCO在该领域表现更好[7] - ASND属于医疗生物医学和遗传学行业，该行业今年迄今为止上涨了0.6%[8] 投资建议 - 投资者可能要密切关注AHCO和ASND，因为它们试图继续保持良好表现[9]

Key Points Several small stocks, including Ultra Clean, Powell Industries and AdaptHealth are outperforming major indexes. Small caps have underperformed as big techs led the market, but analysts believe that situation may reverse itself. Small stocks are currently trading at attractive valuations compared to the S&P 500. 5 stocks we like better than AdaptHealth They may not be household names like Meta Platforms Inc. NASDAQ: META or investor favorites like Nvidia Corp. NASDAQ: NVDA, but several small stock ...

Investors interested in Medical - Products stocks are likely familiar with AdaptHealth Corp. (AHCO) and Haleon PLC Sponsored ADR (HLN) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, an ...

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. AdaptHealth Corp. (AHCO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question. AdaptHealth Corp. is a member of our Medical group, which includes 1067 ...