Aveanna Healthcare Q4 revenue beats estimates on PDS segment strength

Overview

• U.S. home care provider's Q4 revenue rose 27%, beating analyst expectations

• Adjusted EBITDA for Q4 climbed 54% yr/yr

• Company announced agreement to acquire Family First Homecare

Outlook

• Aveanna maintains 2026 revenue guidance of $2.54 bln to $2.56 bln

• Company maintains 2026 adjusted EBITDA guidance of $318 mln to $322 mln

• Aveanna says 2026 guidance excludes pending Family First Homecare acquisition

Result Drivers

• SEGMENT GROWTH - Revenue growth driven by increases in PDS, HHH, and MS segments, with PDS contributing the largest share

• ACQUISITION INTEGRATION - Completion of Thrive Skilled Pediatric Care integration positioned company for further acquisitions

Company press release: ID:nGNXbZLTLc

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the healthcare facilities & services peer group is "buy"

• Wall Street's median 12-month price target for Aveanna Healthcare Holdings Inc is $11.00, about 59.2% above its March 18 closing price of $6.91

• The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 15 three months ago

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