AMN Healthcare Services, Inc. (AMN) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call reveals a decline in revenue and EPS, with net income also down due to increased expenses. Despite improved gross margin and operating cash flow, the lack of strategic updates and forward-looking statements raises concerns about future growth. Given the market cap, the stock is likely to react negatively to these results.
Key Financial Performance
Revenue Revenue for Q1 2026 was $1.2 billion, a decrease of 5% year-over-year, primarily due to lower demand in travel nurse staffing.
Gross Margin Gross margin improved to 33.5%, up from 32.8% in Q1 2025, driven by a favorable mix of higher-margin services.
Net Income Net income was $85 million, down 10% year-over-year, attributed to increased operating expenses and investments in technology.
Earnings Per Share (EPS) EPS was $1.75, a decline of 8% compared to Q1 2025, reflecting the decrease in net income.
Operating Cash Flow Operating cash flow was $150 million, an increase of 15% year-over-year, due to improved working capital management.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company's actual results may differ materially from forward-looking statements due to various factors and cautionary statements, including those identified in the company's filings with the SEC.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Albert Rice
Baird Co
Barishaw Truist
BofA Securities
Brian Scott
CEO Director
CFO COO
COO Nishan
Director Brian
Division Marcon
Division PM
Division President
Division Tyler
Division day
EDT Kevin
Fischbeck BofA
Inc Randle
Jeffrey Silber
Kevin Fischbeck
Marcon Baird
Nishan Sivathasan
PM EDT
President CEO
President Technology
Randle Reece
Relations information
Research Albert
Research Division
Silber BMO
Sivathasan Division
Solutions Jeffrey
Tyler Barishaw
AMN Transcript
AMN Healthcare Services, Inc. (AMN) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Neutral5-14
AMN Healthcare Services, Inc. (AMN) Q1 2026 Earnings Call Transcript
Unknown5-13
The earnings call reveals a decline in revenue and EPS, with net income also down due to increased expenses. Despite improved gross margin and operating cash flow, the lack of strategic updates and forward-looking statements raises concerns about future growth. Given the market cap, the stock is likely to react negatively to these results.
AMN Healthcare Services, Inc. (AMN) Q4 2025 Earnings Call Transcript
Positive2-19
The earnings call summary indicates stable financial health with strategic debt refinancing, positive market trends, and optimistic guidance. The Q&A section supports this with strong growth expectations and effective handling of strike events. Despite some unclear responses, the overall sentiment is positive due to potential margin growth, healthy business pipeline, and strategic market positioning.
AMN Healthcare Services, Inc. (AMN) Q3 2025 Earnings Call Transcript
Positive11-6
The earnings call summary and Q&A indicate a stable competitive market, growing demand for contingent labor, and positive business trends, such as increased MSP revenue and international nurse staffing growth. While management avoided specific guidance, the overall sentiment is positive with expected bill rate stabilization and strategic investments in technology. Given the company's market cap and the positive outlook, a 2% to 8% stock price increase is likely over the next two weeks.
AMN Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
