pediatrix(MD)
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Pediatrix Medical Group (MD) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2024-11-08 22:51
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...
Pediatrix Medical Stock Soars 30.5% Since Q3 Earnings Beat
ZACKS· 2024-11-08 01:56
Pediatrix Medical Group, Inc. (MD) shares have jumped 30.5% since it reported strong third-quarter results on Nov. 1, 2024. The company benefited from growth in same-unit revenues and improved hospital contract administrative fees. However, the upside was partly offset by an increased expense level.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.MD reported third-quarter 2024 adjusted earnings per share (EPS) of 44 cents, which outpaced the Zacks Consensus Estimate by 18.9%. Also, t ...
pediatrix(MD) - 2024 Q3 - Earnings Call Transcript
2024-11-01 23:52
财务数据和关键指标变化 - 第三季度的运营结果略超出预期,主要得益于同单位收入增长 [7] - 合并收入增长略低于1%,反映出强劲的同单位增长,但受到投资组合重组活动的影响 [20] - 第三季度运营现金流为9600万美元,较去年同期的8100万美元有所增长 [24] - 现金余额超过1亿美元,净债务从6亿美元减少至5.15亿美元,净杠杆率接近2.5倍 [25] 各条业务线数据和关键指标变化 - 医院业务方面,NICU天数略有上升,反映出总出生人数略有增加,且在新生儿护理、儿科重症监护和儿科医院服务方面均有积极比较 [8] - 办公室业务方面,母胎医学的业务量持续强劲增长 [8] 公司战略和发展方向和行业竞争 - 公司正在完成价值2亿美元的业务退出计划,预计将带来约3000万美元的年化调整后EBITDA改善 [12] - 2024年将继续专注于具有良好财务基础的服务线,巩固利润率,并创造显著的运营效率 [14] - 公司计划在2025年及以后实现部分改善 [12] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望较为乐观,预计2024年调整后的EBITDA将在2.05亿至2.15亿美元之间 [13][27] - 管理层提到,尽管经历了重大变化,但公司的目标保持不变,专注于支持关键患者服务和持续投资于临床研究和教育 [14] 其他重要信息 - 公司在经历飓风影响时,尽管有短暂的办公室关闭,但医院服务未受到实质性干扰 [9][10] - 公司完成了向混合收入周期管理结构的过渡,且未对运营结果造成重大干扰 [11] 问答环节所有提问和回答 问题: 关于内部员工的招聘情况 - 管理层表示,当前员工人数已达到适当水平,预计在2025年将继续关注效率提升 [28] 问题: 关于同单位收入的未来预期 - 管理层认为,未来几季度将继续观察付款者组合的变化,预计将趋于稳定 [33] 问题: 关于重组计划的收入影响 - 管理层指出,预计在第四季度将实现200万美元的收入,重组计划的EBITDA贡献将在2024年实现约三分之一 [40][41] 问题: 关于现金流和资本部署策略 - 管理层表示,2025年将使用现金进行激励补偿支付,未来将根据预算情况考虑资本部署选项 [53] 问题: 关于医院的补贴情况 - 管理层提到,与医院的关系稳定,已成功谈判增加合同收入 [46] 问题: 关于未来的并购机会 - 管理层对核心服务的并购机会持乐观态度,计划在2025年进行更多收购 [49]
Pediatrix Medical Group (MD) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-01 20:11
Pediatrix Medical Group (MD) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.92%. A quarter ago, it was expected that this physician group would post earnings of $0.31 per share when it actually produced earnings of $0.34, delivering a surprise of 9.68%.Over the last four quarters, ...
pediatrix(MD) - 2024 Q3 - Quarterly Report
2024-11-01 19:00
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 September 30, 2024 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: 001-12111 Pediatrix Medical Group, Inc. (Exact name of registrant as specified in its charter) Common Stock, par value $.01 ...
pediatrix(MD) - 2024 Q3 - Quarterly Results
2024-11-01 18:50
财务状况 - 公司2021年第四季度营收为1.38亿美元,同比增长18%。[1] - 公司2021年全年营收为5.04亿美元,同比增长22%。[1] - 公司2021年第四季度毛利率为78.5%,同比提高1.5个百分点。[1] - 公司2021年全年毛利率为77.9%,同比提高1.1个百分点。[1] 业务发展 - 公司在2021年第四季度新增了超过1,000家付费客户,总付费客户数达到约15,000家。[1] - 公司在2021年全年新增了超过4,000家付费客户。[1] - 公司在2021年第四季度新增了超过100家大型企业客户,总大型企业客户数达到约1,000家。[1] - 公司在2021年全年新增了超过300家大型企业客户。[1] 未来展望 - 公司预计2022年全年营收将达到6.15亿美元至6.25亿美元,同比增长22%至24%。[1] - 公司预计2022年全年非GAAP毛利率将在77%至78%之间。[1] - 公司将继续专注于产品创新和市场拓展,以推动长期可持续增长。[1]
Pediatrix Medical Group (MD) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2024-10-25 23:06
Pediatrix Medical Group (MD) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended September 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 November 1, 2024, might help the stock move higher if these key numbers are ...
Pediatrix Medical Up 45.8% in 3 Months: Is it Too Late to Jump In?
ZACKS· 2024-09-17 02:01
Pediatric service provider Pediatrix Medical Group, Inc. (MD) continues its recovery on the back of improving operating results and rising commercial birth share in Florida. The company has seen its shares rise 45.8% in the past three months, recovering from the declines witnessed around the middle of this year, outpacing the industry's 3.7% growth. The company also outperformed the S&P 500's return of 2.4% during the past three months. Given the impressive performance so far, can investors still consider b ...
Pediatrix Medical Group (MD)'s Technical Outlook is Bright After Key Golden Cross
ZACKS· 2024-09-06 22:55
After reaching an important support level, Pediatrix Medical Group, Inc. (MD) could be a good stock pick from a technical perspective. MD recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average. There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-t ...
Why Is Pediatrix Medical Group (MD) Up 9.5% Since Last Earnings Report?
ZACKS· 2024-09-06 00:36
A month has gone by since the last earnings report for Pediatrix Medical Group (MD) . Shares have added about 9.5% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Pediatrix Medical Group due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Pediatrix Q2 Earnings Beat E ...