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The earnings call presented strong financial results with a 15% revenue increase and a significant improvement in adjusted EBITDA. Despite challenges like higher costs and regulatory risks, the company achieved its first positive net income since 2021. The Q&A highlighted confidence in guidance and effective cost management, though some responses lacked clarity. Overall, the optimistic financial performance and strategic focus on operational efficiency suggest a positive stock price movement in the near term.
Despite strong census growth and improved EBITDA margins, the increase in net loss and higher operational costs, along with uncertainties around B-28 and Medicaid redeterminations, create a mixed outlook. The positive aspects, such as partnerships and automation efforts, are counterbalanced by these challenges, leading to a neutral sentiment.
The earnings call presents a mixed picture: a 10.6% revenue increase and positive guidance are offset by higher losses, negative cash flow, and asset impairments. Share repurchases and margin improvements are positive, but uncertainties in Medicare funding and unclear management responses introduce risk. The lack of significant new partnerships or guidance changes tempers potential positive sentiment, suggesting a neutral stock price movement.
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.
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.
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.
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.
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.