Pediatrix Medical Sees FY26 Adjusted EBITDA of $280M-$300M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy MD?
Pediatrix Medical sees FY26 adjusted EBITDA $280M-$300M
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Analyst Views on MD
Wall Street analysts forecast MD stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 19.300
Low
23.00
Averages
23.50
High
24.00
Current: 19.300
Low
23.00
Averages
23.50
High
24.00
About MD
Pediatrix Medical Group, Inc. is a provider of physician services, including newborn, maternal-fetal, and other pediatric subspecialty care. The Company’s affiliated clinicians provide services to women, babies and children across the continuum of care, both in hospital settings and office-based practices. Its specialties include obstetrics, maternal-fetal medicine and neonatology, complemented by pediatric subspecialties. It offers specialized and critical care services through approximately 4,400 affiliated physicians and other clinicians. It provides neonatal clinical care, primarily within hospital-based neonatal intensive care units (NICUs), to babies born prematurely or with medical complications. The Company provides maternal-fetal and obstetrical medical care to expectant mothers experiencing complicated pregnancies primarily in areas where its affiliated neonatal physicians practice.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pediatrix Medical Group Shares Plunge 12% Following Earnings Report
- Disappointing Earnings: Pediatrix Medical Group reported fourth-quarter revenue of nearly $493.8 million, down almost 2% year-over-year, indicating pressure in the competitive healthcare services market, despite analysts' expectations of $486.2 million.
- Declining Net Income: The company's non-GAAP net income fell to $42.5 million ($0.50 per share), down from $43.5 million a year ago, reflecting challenges in cost control amid rising operational expenses.
- Increased Bonus Payouts: The tightening labor market for healthcare professionals led to significantly higher bonus payouts, negatively impacting the company's bottom line and raising investor concerns about future profitability.
- Cautious Future Outlook: Pediatrix anticipates adjusted EBITDA of $280 million to $300 million for full-year 2026, which, while an increase from last year's $275.6 million, still reflects analysts' tepid growth expectations, contributing to diminished market confidence.
See More
Pediatrix Medical Group Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Pediatrix Medical Group reported an adjusted EBITDA of $66 million for Q4 2025, consistent with upwardly adjusted guidance, reflecting robust business volume, acuity, and payer mix, which underscores effective financial control within the organization.
- New Incentive Programs: The introduction of a stock price performance-linked bonus program and the Pediatrix Partners leadership group, comprising 46 physicians receiving stock tracking grants, aims to enhance organizational cohesion and clinical leadership, aligning with the company's strategic objectives.
- 2026 Outlook: Management projects adjusted EBITDA for 2026 to be between $280 million and $300 million, indicating a 5% growth at the midpoint compared to 2025, while anticipating flat revenue, which reflects a cautious approach to market conditions.
- Cash Flow and Share Repurchase: The company generated $115 million in operating cash flow in Q4, down from the previous year, and repurchased 2.9 million shares during the quarter, reducing outstanding shares to approximately 83 million, demonstrating a disciplined approach to capital allocation.
See More
Pediatrix Medical Group Reports Q4 2025 Earnings Results
- Financial Performance Overview: Pediatrix Medical Group reported net revenue of $494 million and net income of $34 million for Q4 2025, with an adjusted EPS of $0.50, indicating stable operational capacity despite a slight decline in revenue compared to the previous year, aligning with the company's upwardly revised expectations.
- Same-Unit Revenue Growth: The same-unit revenue increased by 4.0% in Q4 2025, primarily driven by improved collection activities and higher patient acuity, although patient service volumes decreased by 2.7%, demonstrating resilience in market demand, particularly in hospital-based services.
- Cost Control and Adjustments: Operating expenses for Q4 were $444 million, down from $463 million in the prior year, mainly due to the impact of practice dispositions, despite rising clinical compensation costs, reflecting the company's efforts in cost management.
- Future Outlook: Pediatrix anticipates its 2026 adjusted EBITDA to range between $280 million and $300 million, showcasing confidence in future growth, particularly as the company continues to invest in innovation and service quality amid challenges in the healthcare industry.
See More
Pediatrix Medical Group Q4 Earnings Analysis
- Earnings Performance: Pediatrix Medical Group reported a Q4 non-GAAP EPS of $0.50, missing estimates by $0.04, indicating pressure on profitability that may affect investor confidence.
- Revenue Trends: The company's Q4 revenue was $494 million, a 1.6% year-over-year decline, although it beat market expectations by $7.77 million, reflecting challenges faced by the business, particularly from practice dispositions.
- Net Revenue Analysis: For the three months ending December 31, 2025, net revenue was $493.8 million, down from $502.4 million in the prior year, primarily due to the impact of non-same unit activity, indicating insufficient adaptability in the market.
- Future Outlook: Pediatrix anticipates its 2026 Adjusted EBITDA to range between $280 million and $300 million, showing potential for growth despite challenges, which may provide a basis for future strategic adjustments.
See More
Pediatrix Medical Group Set to Announce Q4 Earnings
- Earnings Announcement Date: Pediatrix Medical Group is set to release its Q4 earnings report on February 19 before the market opens, drawing significant attention that could impact the company's stock performance.
- Earnings Expectations: The consensus EPS estimate stands at $0.54, reflecting a year-over-year increase of 5.9%, indicating a slight improvement in profitability that may bolster investor confidence.
- Revenue Expectations: The revenue estimate is projected at $486.23 million, representing a year-over-year decline of 3.1%, highlighting challenges in revenue growth that could influence future investment decisions.
- Historical Performance: Over the past two years, Pediatrix Medical Group has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating the company's stability and adaptability in earnings announcements.
See More
Pediatrix Medical Group to Host Investor Conference Call
- Investor Conference Call: Pediatrix Medical Group will host an investor conference call on February 19, 2026, at 9:00 a.m. ET to discuss operational results for the quarter ended December 31, 2025, which is expected to provide crucial financial and operational insights to investors.
- Webcast Access: The conference call will be webcasted via Pediatrix's website, allowing investors to access the call at www.pediatrix.com/investors, ensuring broad participation and transparent information dissemination.
- Company Background: Founded in 1979, Pediatrix now boasts approximately 4,400 affiliated physicians, focusing on medical services for women, babies, and children across specialties such as obstetrics, maternal-fetal medicine, and neonatology, highlighting its leadership in the healthcare sector.
- Forward-Looking Statements: The press release includes forward-looking statements that outline the company's future objectives and plans, although these statements do not guarantee future performance, they provide investors with insights into the company's strategic direction.
See More
Pediatrix Medical Group Shares Plunge 12% Following Earnings Report
- Disappointing Earnings: Pediatrix Medical Group reported fourth-quarter revenue of nearly $493.8 million, down almost 2% year-over-year, indicating pressure in the competitive healthcare services market, despite analysts' expectations of $486.2 million.
- Declining Net Income: The company's non-GAAP net income fell to $42.5 million ($0.50 per share), down from $43.5 million a year ago, reflecting challenges in cost control amid rising operational expenses.
- Increased Bonus Payouts: The tightening labor market for healthcare professionals led to significantly higher bonus payouts, negatively impacting the company's bottom line and raising investor concerns about future profitability.
- Cautious Future Outlook: Pediatrix anticipates adjusted EBITDA of $280 million to $300 million for full-year 2026, which, while an increase from last year's $275.6 million, still reflects analysts' tepid growth expectations, contributing to diminished market confidence.
See More
Pediatrix Medical Group Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Pediatrix Medical Group reported an adjusted EBITDA of $66 million for Q4 2025, consistent with upwardly adjusted guidance, reflecting robust business volume, acuity, and payer mix, which underscores effective financial control within the organization.
- New Incentive Programs: The introduction of a stock price performance-linked bonus program and the Pediatrix Partners leadership group, comprising 46 physicians receiving stock tracking grants, aims to enhance organizational cohesion and clinical leadership, aligning with the company's strategic objectives.
- 2026 Outlook: Management projects adjusted EBITDA for 2026 to be between $280 million and $300 million, indicating a 5% growth at the midpoint compared to 2025, while anticipating flat revenue, which reflects a cautious approach to market conditions.
- Cash Flow and Share Repurchase: The company generated $115 million in operating cash flow in Q4, down from the previous year, and repurchased 2.9 million shares during the quarter, reducing outstanding shares to approximately 83 million, demonstrating a disciplined approach to capital allocation.
See More
Pediatrix Medical Group Reports Q4 2025 Earnings Results
- Financial Performance Overview: Pediatrix Medical Group reported net revenue of $494 million and net income of $34 million for Q4 2025, with an adjusted EPS of $0.50, indicating stable operational capacity despite a slight decline in revenue compared to the previous year, aligning with the company's upwardly revised expectations.
- Same-Unit Revenue Growth: The same-unit revenue increased by 4.0% in Q4 2025, primarily driven by improved collection activities and higher patient acuity, although patient service volumes decreased by 2.7%, demonstrating resilience in market demand, particularly in hospital-based services.
- Cost Control and Adjustments: Operating expenses for Q4 were $444 million, down from $463 million in the prior year, mainly due to the impact of practice dispositions, despite rising clinical compensation costs, reflecting the company's efforts in cost management.
- Future Outlook: Pediatrix anticipates its 2026 adjusted EBITDA to range between $280 million and $300 million, showcasing confidence in future growth, particularly as the company continues to invest in innovation and service quality amid challenges in the healthcare industry.
See More
Pediatrix Medical Group Q4 Earnings Analysis
- Earnings Performance: Pediatrix Medical Group reported a Q4 non-GAAP EPS of $0.50, missing estimates by $0.04, indicating pressure on profitability that may affect investor confidence.
- Revenue Trends: The company's Q4 revenue was $494 million, a 1.6% year-over-year decline, although it beat market expectations by $7.77 million, reflecting challenges faced by the business, particularly from practice dispositions.
- Net Revenue Analysis: For the three months ending December 31, 2025, net revenue was $493.8 million, down from $502.4 million in the prior year, primarily due to the impact of non-same unit activity, indicating insufficient adaptability in the market.
- Future Outlook: Pediatrix anticipates its 2026 Adjusted EBITDA to range between $280 million and $300 million, showing potential for growth despite challenges, which may provide a basis for future strategic adjustments.
See More
Pediatrix Medical Group Set to Announce Q4 Earnings
- Earnings Announcement Date: Pediatrix Medical Group is set to release its Q4 earnings report on February 19 before the market opens, drawing significant attention that could impact the company's stock performance.
- Earnings Expectations: The consensus EPS estimate stands at $0.54, reflecting a year-over-year increase of 5.9%, indicating a slight improvement in profitability that may bolster investor confidence.
- Revenue Expectations: The revenue estimate is projected at $486.23 million, representing a year-over-year decline of 3.1%, highlighting challenges in revenue growth that could influence future investment decisions.
- Historical Performance: Over the past two years, Pediatrix Medical Group has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating the company's stability and adaptability in earnings announcements.
See More
Pediatrix Medical Group to Host Investor Conference Call
- Investor Conference Call: Pediatrix Medical Group will host an investor conference call on February 19, 2026, at 9:00 a.m. ET to discuss operational results for the quarter ended December 31, 2025, which is expected to provide crucial financial and operational insights to investors.
- Webcast Access: The conference call will be webcasted via Pediatrix's website, allowing investors to access the call at www.pediatrix.com/investors, ensuring broad participation and transparent information dissemination.
- Company Background: Founded in 1979, Pediatrix now boasts approximately 4,400 affiliated physicians, focusing on medical services for women, babies, and children across specialties such as obstetrics, maternal-fetal medicine, and neonatology, highlighting its leadership in the healthcare sector.
- Forward-Looking Statements: The press release includes forward-looking statements that outline the company's future objectives and plans, although these statements do not guarantee future performance, they provide investors with insights into the company's strategic direction.
See More
