AHCO

AdaptHealth Corp. (AHCO) Q3 2026 Earnings Call Transcript

AdaptHealth NASDAQ: AHCO reported third-quarter results that exceeded its revenue and adjusted EBITDA guidance, citing improving performance in its largest capitated contract, continued organic growth in its base business and tighter cost controls.

CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--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, will release its third quarter 2026 financial results before the opening of the financial markets on Tuesday, November 3, 2026. Management will host a teleconference at 8:30 a.m. ET to discuss the results and business activities with analysts a.

PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--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 announced today that they will participate in the following upcoming investor conferences: The 2026 Jefferies Healthcare Services and Technology Conference, being held in Nashville, on Monday, September 14, 2026, including a.

PLYMOUTH MEETING, Pa.--(BUSINESS WIRE)--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 that its Board of Directors has named Harriss T. Currie as its Chief Financial Officer, effective September 9, 2026. Mr. Currie will assume CFO responsibilities from Jason Clemens, who will assist with the transition through.

New platform brings four of the industry's most recognized direct-to-consumer brands together to serve the cash-pay obstructive sleep apnea (OSA) market across North America NEW YORK, Aug. 17, 2026 /PRNewswire/ -- Cathay Capital  today announced the launch of ReDream Brands , a new consumer sleep health platform dedicated to helping millions of people achieve better sleep and healthier lives. The platform brings together four of the industry's most recognized direct-to-consumer brands: cpap.com, The CPAP Shop, Lofta and sleeping.com, creating a leading platform for cash-pay OSA customers across North America.

AdaptHealth Corp. reported second quarter 2026 revenue of $740.3 million against consensus of roughly $847 million to $849 million, and a GAAP loss of $0.99 per share against expectations of approximately $0.15. Shares fell as much as 26%.

AdaptHealth NASDAQ: AHCO executives outlined the company's second-quarter performance, portfolio changes and plans to focus capital on sleep, respiratory and home medical equipment businesses during a Canaccord conference discussion.

AdaptHealth guided full-year 2026 adjusted EBITDA to $680 million to $730 million on May 5, 2026, and told investors elevated labor costs would normalize. Weeks later the range was reset to approximately $490 million to $520 million.

AdaptHealth shares plunged after a deeply disappointing Q2, with a $1.07 loss and a $106 million revenue miss. AHCO is selling its Diabetes business for $235 million to Cardinal Health, exiting a low-margin segment to focus on sleep and respiratory care. New West Coast fixed-price contracts are crushing margins, with $55 million in negative impact and EBITDA guidance slashed by $160 million.