AMN Healthcare Services, Inc. (AMN) Q1 2025 Earnings Call Transcript
AMN Healthcare Services, Inc. (NYSE:AMN ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Randle Reece - Senior Director of Investor Relations and Strategy Cary Grace - President and Chief Executive Officer Brian Scott - Chief Financial Officer and Chief Operating Officer Conference Call Participants Mark Marcon - Baird Trevor Romeo - William Blair A.J. Rice - UBS Meghan Holtz - Jefferies Joanna Gajuk - Bank of America Securities Tyler Barishaw - Truist Operator Good day, and thank you for standing by.
AMN Healthcare (AMN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for AMN Healthcare (AMN) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
AMN Healthcare Services (AMN) Beats Q1 Earnings and Revenue Estimates
AMN Healthcare Services (AMN) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.97 per share a year ago.
AMN Healthcare: Early Indicators Suggest A Rebound, It's A Buy Before Earnings
Early indicators from competitors and customers suggest a revenue beat in Q1 2025, and likely a bottom in the healthcare staffing market. HCA's spend on contract labor (which has moved in line with AMN's revenue for 4 of the last 5 quarters) came in at -10.5%, while analysts expect an 18% decline. AMN trades at a P/S ratio (0.26x) not seen since the GFC.
Will AMN Healthcare (AMN) Beat Estimates Again in Its Next Earnings Report?
AMN Healthcare (AMN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AMN Healthcare: Finding Stabilization
After a contextually positive Q4, shares continue to trade at an attractive valuation. Recent demand trends and commentary increasingly suggest demand is finding a stabilization point. Macro and M&A risks remain, but today's price offers an attractive IRR, all things considered.
AMN Healthcare: Telehealth Market And U.S. Age Demographics Imply Undervaluation
AMN Healthcare is poised for revenue growth due to new remote language interpretation systems and a shift in U.S. age demographics. The company's innovative solutions like WorkWise and ShiftWise Flex enhance efficiency, supporting robust financial performance and a higher target stock price. AMN benefits from the increasing number of insured individuals in the U.S., driving national healthcare expenditures and potential revenue growth.
AMN Healthcare: Signs Of Normalization
In Q4 2024 AMN Healthcare posted meaningful sequential revenue growth for the first time in 2 years, suggesting its cyclical decline might be coming to an end. A variety of indicators shows stabilisation in the market, but an upward inflection doesn't seem imminent. Long-term growth and margin drivers like platformization and a larger tech segment are intact, but acquisitions are on hold due to high debt.
New Strong Sell Stocks for February 25th
AMN, CABGY and BNPQY have been added to the Zacks Rank #5 (Strong Sell) List on February 25, 2025.
AMN Stock Gains Following Q4 Earnings & Revenues Beat, Margins Down
AMN Healthcare's dismal results in the majority of its segments led to a soft overall fourth-quarter performance.
AMN Healthcare Services, Inc. (AMN) Q4 2024 Earnings Call Transcript
AMN Healthcare Services, Inc. (NYSE:AMN ) Q4 2024 Earnings Conference Call February 20, 2025 5:00 PM ET Company Participants Randall Reese - Senior Director of Investor Relations and Strategy Cary Grace - President and Chief Executive Officer Brian Scott - Chief Financial Officer and Chief Operating Officer Conference Call Participants Jasper Bibb - Truist Securities, Inc. A.J. Rice - UBS Investment Bank Jeffrey Silber - BMO Capital Markets Joanna Gajuk - Bank of America Merrill Lynch Mark Marcon - Robert W.
Compared to Estimates, AMN Healthcare (AMN) Q4 Earnings: A Look at Key Metrics
Although the revenue and EPS for AMN Healthcare (AMN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
