初步业绩公布 - 公司于2024年6月30日财季取得了令人满意的初步业绩[8] - 公司发布了关于2024年6月30日财季初步结果的新闻稿[8] 财报电话会议重点 - 公司的财报电话会议重点关注了2024年6月30日财季的业绩总结和展望[8]

Enhabit (EHAB) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. Individual inves ...

Enhabit (EHAB) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on August 6, 2024, might help the stock move higher if these key numbers are better than expectat ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Enhabit (EHAB) , which belongs to the Zacks Medical Services industry.This provider of home health and hospice services has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 120%.For the last reported quarter, Enhabit came out with earnings of $0.07 per sha ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-41406 ___________________ Enhabit, Inc. (Exact name of registrant as specified in its charter) Delaware 47-2409192 (State or other jurisdiction of (I.R. ...

Enhabit (EHAB) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 40%. A quarter ago, it was expected that this provider of home health and hospice services would post earnings of $0.02 per share when it actually produced earnings of $0.06, delivering a surprise of 200%.Over the last fou ...

Exhibit 99.1 Enhabit Reports First Quarter 2024 Financial Results Company to host a conference call tomorrow, May 9, 2024, at 10 a.m. EDT DALLAS, TX – May 8, 2024 – Enhabit, Inc. (NYSE: EHAB), a leading home health and hospice care provider, today reported its results of operations for the first quarter ended March 31, 2024. “Our momentum exiting 2023 and through the first quarter of 2024 instills confidence and excitement in our strategy and team,” said Enhabit’s President and Chief Executive Officer Barb ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to ________ Commission file number 001-41406 Enhabit, Inc. (Exact name of Registrant as specified in its charter) Delaware 47-2409192 (State or other jurisdiction o ...

财务数据和关键指标变化 - 合并营收为2.606亿美元,同比下降1% [24] - 调整后EBITDA为2.52亿美元,同比下降16.8% [24] - 公司估计由于向非付费服务提供商的转移,营收和调整后EBITDA同比下降约800万美元 [24] 各条业务线数据和关键指标变化 家庭健康业务 - 总入院量同比增长3.9%,其中非付费服务入院量增长34.2% [25] - 非付费服务访问量占总家庭健康访问量的33% [25] - 成本控制良好,人工成本同比持平 [26] 临终关怀业务 - 营收同比增长7.8%,主要由于2022年第四季度对可收回净服务收入的估计变化和2023年10月1日生效的Medicare报销率上调 [27] - 入院量同比下降1.5%,日均就诊人数同比下降4.3% [28] - 调整后EBITDA同比增加6.1百万美元,主要由于日均收入增加和管理费用降低 [29] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司持续推进支付方创新策略,与11家新的支付方签订协议,其中8个为付费服务协议 [12] - 公司与一家新的全国性付费服务协议生效,这将有助于公司从低支付的协议中转移业务量 [12][13] - 公司将在2024年分别报告传统Medicare和其他付费服务协议的业务量 [14] - 公司继续推进人才战略,2023年第四季度全职护理人员申请人数同比增加21.5% [19] 管理层对经营环境和未来前景的评论 - 公司预计2024年Medicare定价将上涨约1.2%,Medicare Advantage定价将有所改善 [33] - 公司预计2024年家庭健康业务量将有所增长,而临终关怀业务量也将增长并提高运营效率 [34][35] - 公司面临的主要挑战是工资通胀和耐用医疗设备成本上升,预计将对成本产生约1000万美元的净负面影响 [36] 问答环节重要的提问和回答 问题1 **Brian Tanquilut 提问** 公司如何看待新的全国性付费服务协议的拓展机会,以及Medicare Advantage计划面临的压力如何影响公司的谈判能力 [41][42] **Barb Jacobsmeyer 回答** 公司有能力快速拓展新的全国性协议,并且支付方面临的挑战反而有利于公司凭借高质量服务与其谈判 [42][43] 问题2 **Joanna Gajuk 提问** 公司为何在Medicare业务量下降方面表现不如同行 [60][61][62] **Crissy Carlisle 回答** 公司过去12-18个月内快速转向Medicare Advantage业务,而同行是在6-8年内完成这一转变,因此下降幅度较大,但现已基本与同行水平相当 [61][62] 问题3 **Enjia Cao 提问** 公司2024年将如何推进支付方创新协议的签约及执行 [69][70][71] **Barb Jacobsmeyer 回答** 公司未来将更多关注签订付费服务协议,而非非付费服务协议,因为付费服务协议的市场空间更大 [80][81]

Exhibit 99.1 Enhabit Reports Fourth Quarter Results and Issues Full-Year 2024 Guidance Company to host a conference call tomorrow, March 7, 2024, at 10 A.M. EST DALLAS, TX – March 6, 2024 – Enhabit, Inc. (NYSE: EHAB), a leading home health and hospice care provider, today reported its results of operations for the fourth quarter ended December 31, 2023. “Persistent focus on our Company’s strategies drove our positive fourth quarter results,” said Enhabit’s President and Chief Executive Officer Barb Jacobsme ...