泰尼特保健(THC)
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Wall Street Analysts See a 30.38% Upside in Tenet (THC): Can the Stock Really Move This High?
ZACKS· 2024-11-25 23:56
Shares of Tenet Healthcare (THC) have gained 2.8% over the past four weeks to close the last trading session at $143.63, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $187.26 indicates a potential upside of 30.4%.The average comprises 19 short-term price targets ranging from a low of $153 to a high of $217, with a standard deviation of $15.55. While the lowest estimate indicat ...
Tenet Stock Jumps 19.6% Since Q3 Results: What Should Investors Do?
ZACKS· 2024-11-07 00:30
Last week, U.S. healthcare services company Tenet Healthcare Corporation (THC) reported strong third-quarter 2024 results. Since the announcement on Oct. 29, before the opening bell, shares of the company have rallied 19.6% to $166.87, reflecting investor optimism about its improved outlook for 2024. With this increase, the stock is nearing its 52-week high of $171.20.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Does THC’s growing operational strength present a buying opportunity ...
Bull of the Day: Tenet Healthcare (THC)
ZACKS· 2024-11-06 19:00
Tenet Healthcare (THC) , a current Zacks Rank #1 (Strong Buy), is a healthcare services company that owns and operates general hospitals and related healthcare facilities for urban and rural communities in numerous states.The company’s earnings outlook has shifted positively across the board, a bullish sign for near-term share movement.Image Source: Zacks Investment ResearchIn addition to favorable earnings estimate revisions, the stock resides in the Zacks Medical – Hospital industry, currently ranked in t ...
Tenet (THC) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2024-11-05 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 ...
Tenet Healthcare: Targeting More Stable Demand In High-Acuity Services
Seeking Alpha· 2024-11-04 21:23
There have been a lot of uncertainties lately that brings additional fear to investors, especially with the latest slowing GDP growth rate of 2.8% than its last quarter of 3%. This news escalatedHi there! I am an equity research analyst by profession but a trader by heart, with a background in accounting. I try my best to be a responsible investor, guided by my expertise in fundamental and technical analysis. I enjoy surfing and riding the trends about equity, currencies and cryptocurrency. With a little ov ...
Tenet Health(THC) - 2024 Q3 - Quarterly Report
2024-10-30 04:06
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q ý 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 Nu ...
Tenet Health(THC) - 2024 Q3 - Earnings Call Transcript
2024-10-30 01:00
财务数据和关键指标变化 - 第三季度净营业收入为51亿美元,调整后的EBITDA为9.78亿美元,同比增长15%,EBITDA利润率为19.1% [7][19] - 调整后的EBITDA利润率较2023年第三季度提高了220个基点 [19] 各条业务线数据和关键指标变化 - USPI的调整后EBITDA为4.39亿美元,同比增长19%,同设施收入增长8.7% [8][20] - 医院部门的调整后EBITDA为5.39亿美元,同比增长11%,同医院入院人数增长5.2% [10][21] 各个市场数据和关键指标变化 - 医院部门的每次调整入院收入同比增长3.3%,反映出高强度和良好的支付者组合 [11][21] - USPI的同设施系统收入每例增长7.6%,同设施系统案例增长1% [20] 公司战略和发展方向和行业竞争 - 公司正在进行投资以扩展网络,支持未来几年的增长,计划在2025年开设新医院 [12][17] - 公司致力于通过并购和新建发展来增强其行业领先的门诊外科业务 [17][32] 管理层对经营环境和未来前景的评论 - 管理层对未来的需求环境持乐观态度,认为医院部门的需求恢复仍在继续 [43][66] - 管理层表示,尽管面临一些挑战,仍然有信心在2024年实现增长 [33][76] 其他重要信息 - 公司在第三季度产生了8.29亿美元的自由现金流,现金余额为41亿美元 [23][24] - 公司已回购795,000股股票,花费1.24亿美元,年初至今已回购560万股 [23][24] 问答环节所有提问和回答 问题: 关于USPI的EBITDA指导 - 管理层澄清,USPI的EBITDA在第三季度为4.39亿美元,第四季度的指导中位数为5亿美元,预计会有季节性上升 [35][40] 问题: 关于2025年的增长预期 - 管理层表示,预计2025年同店销量将继续增长,尽管尚未提供具体的指导 [43][76] 问题: 关于医院部门的收入变化 - 管理层指出,第四季度的收入指导主要受到医院出售的影响,没有显著的飓风影响 [82] 问题: 关于医疗入院和外科入院的趋势 - 管理层认为,医疗入院的增长是由于急诊部门的卓越服务和转诊能力,外科入院的恢复将取决于未来的医保政策 [72][74] 问题: 关于资本部署的灵活性 - 管理层确认,随着自由现金流的增加,未来将有更多的资本部署灵活性,包括加速USPI的发展和股票回购 [52][53]
Tenet Health(THC) - 2024 Q3 - Earnings Call Presentation
2024-10-29 23:36
业绩总结 - 2024年第三季度调整后的EBITDA为9.78亿美元,比2023年第三季度增长15%[6] - 2024年第三季度的净收入为4.72亿美元,较2023年同期的1.01亿美元增长了367%[41] - 调整后的净收入为2.82亿美元,较2023年同期的1.53亿美元增长了84%[41] - 2024年第三季度的稀释每股收益为4.89美元,较2023年同期的0.94美元增长了419%[41] - 2024年第三季度的调整后EBITDA为9.78亿美元,较2023年同期的8.54亿美元增长了15%[43] - 2024年第三季度的净经营收入为51.22亿美元,较2023年同期的50.66亿美元增长了1.1%[43] - 2024年第三季度的自由现金流为8.29亿美元,较2023年同期的3.27亿美元增长了153%[46] - 2024年第三季度的调整后自由现金流为8.84亿美元,较2023年同期的3.54亿美元增长了150%[46] 未来展望 - 2024财年调整后EBITDA预期为39亿至40亿美元,较年初指导增加5,650万美元[7] - 2024财年净营业收入预期为206亿至208亿美元[11] - 2024年第四季度调整后EBITDA预期为9.53亿至10.53亿美元[11] - 2024年第四季度的净收入预期在2.11亿至3.11亿美元之间[48] - 2024财年的调整后净收入预期在30.93亿至31.93亿美元之间[48] - 2024财年的净经营收入预期范围为20,600百万美元至20,800百万美元[51] - 净收入可供普通股东占净经营收入的比例预期为15.0%至15.4%[51] - 调整后EBITDA占净经营收入的比例预期为18.9%至19.2%[51] - 2024财年净现金提供的经营活动预期范围为17.75亿至21.25亿美元[53] - 自由现金流的预期范围为9.75亿至12.25亿美元[53] - 调整后的自由现金流预期范围为11.50亿至13.50亿美元[53] 现金流与资本支出 - 2024年第三季度自由现金流为8.29亿美元,剔除NCI后的自由现金流为6.56亿美元[30] - 截至2024年9月30日,现金余额为41亿美元,未使用的信用额度为15亿美元[30] - 2024年资本支出预期为8亿至9亿美元[12] - 2024年调整后EBITDA利润率预期为18.9%至19.2%[11]
Tenet (THC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2024-10-29 23:31
For the quarter ended September 2024, Tenet Healthcare (THC) reported revenue of $5.12 billion, up 1.1% over the same period last year. EPS came in at $2.93, compared to $1.44 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $5.05 billion, representing a surprise of +1.48%. The company delivered an EPS surprise of +25.75%, with the consensus EPS estimate being $2.33. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- a ...
Tenet Healthcare (THC) Beats Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-29 21:01
Tenet Healthcare (THC) came out with quarterly earnings of $2.93 per share, beating the Zacks Consensus Estimate of $2.33 per share. This compares to earnings of $1.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25.75%. A quarter ago, it was expected that this hospital operator would post earnings of $1.89 per share when it actually produced earnings of $2.31, delivering a surprise of 22.22%.Over the last four quarters, th ...