AMED Earnings Prediction
The chart below shows how AMED performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AMED sees a +0.32% change in stock price 10 days leading up to the earnings, and a -4.11% change 10 days following the report. On the earnings day itself, the stock moves by +0.41%. This data can give you a slight idea of what to expect for the next quarter's release.
AMED Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
562.06M
0.49%
0.73%
Gross Margin
42.82%
-4.40%
1.98%
Operating Margin
8.40%
-28.45%
2.07%
Net Margin
5.61%
-7.73%
23.30%
EPS
0.97
-6.73%
22.78%
No Data Available
AMED Earnings Analysis
Amedisys, Inc. Corporation (AMED.O) Earnings Conference Call
Positive
Positive Point:
- Amedisys reported a record high month of starts in January 2023, signaling strong performance in recruiting clinicians. (Source: Paul Kusserow's remarks)
- Contessa, the high-acuity care segment, saw significant growth in total admissions and treated patients in 2022, showcasing the potential for new markets and growth opportunities. (Source: Paul Kusserow's remarks)
- Amedisys announced a new innovative partnership with Blue Cross Blue Shield of Tennessee to provide palliative care services at home, indicating a commitment to expanding services and driving growth. (Source: Paul Kusserow's remarks)
Negative
Negative:
- A significant clinical labor shortage, especially in nursing, is impacting the company, with demand outstripping supply. This could continue and potentially hamper operations.
- Changes in the mix of payers, particularly with slow-moving Medicare Advantage partners who are not adjusting rates to keep up with inflation, are creating challenges for Amedisys. Difficulty in negotiating reasonable terms with partners may lead to contract cancellations.
- Consolidation in the industry, scarcity of supply, and longer hospital stays are affecting business performance, potentially leading to further operational losses. Payer partners are experiencing increased post-acute spend due to a lack of availability in at-home care.
- While Contessa, the high-acuity segment, offers growth opportunities, it has not met original expectations. Factors such as hospital performance and the labor environment have impacted its progress, potentially impacting overall financial performance.
Negative:
- The expected rate updates for home health operations in 2023 are lower than previously anticipated, potentially leading to a flat update for the company's operations, impacting revenue growth.
- Higher labor costs, enhancements to benefit plans, incentive compensation, and shifts in the mix of services are creating headwinds for the company, potentially affecting financial performance in the upcoming year.
