Summary
AdaptHealth Sells Diabetes Unit to Sharpen Focus on Sleep, Respiratory Growth
AdaptHealth NASDAQ: AHCO executives outlined the company's second-quarter performance, portfolio changes and plans to focus capital on sleep, respiratory and home medical equipment businesses during a Canaccord conference discussion.
AdaptHealth: Fixed-Price Contracts Create Too Much Risk
AdaptHealth shares plunged after a deeply disappointing Q2, with a $1.07 loss and a $106 million revenue miss. AHCO is selling its Diabetes business for $235 million to Cardinal Health, exiting a low-margin segment to focus on sleep and respiratory care. New West Coast fixed-price contracts are crushing margins, with $55 million in negative impact and EBITDA guidance slashed by $160 million.
AdaptHealth Corp. (AHCO) Q2 2026 Earnings Call Transcript
AdaptHealth Corp. (AHCO) Q2 2026 Earnings Call Transcript
AdaptHealth Corp. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 527 | $5,981.02 | $3,422.86 | -$2,558.16 | -42.77% |
| JC JoAnn Conry HUDSON EDGE INVESTMENT PARTNERS Inc. | 126,604 | $1.37M | $1.37M | -$561.56 | -0.04% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 202,040 | $2.26M | $1.15M | -$1.11M | -49.1% |
| NW Nathan Woodruff Dimension Capital Management LLC | 128,947 | $1.43M | $749,182.07 | -$682,531.7 | -47.67% |
| BG Bart Gancher Intech Investment Management LLC | 24,331 | $229,441.33 | $138,443.39 | -$90,997.94 | -39.66% |
AdaptHealth Corp. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brian Tanquilut Jefferies | 5,216.89 | $58,481.37 | $58,533.54 | $52.17 | 0.09% |
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AdaptHealth Corp. Profile
| Health Care Equipment & Supplies Industry | Healthcare Sector | Suzanne Foster CEO | NASDAQ (CM) Exchange | 00653Q102 CUSIP |
| US Country | 10,900 Employees | - Last Dividend | - Last Split | 24 May 2018 IPO Date |
Overview
AdaptHealth Corp., along with its subsidiaries, operates within the United States, specializing in the sale of home medical equipment (HME), medical supplies, and offering a variety of related services to patients. The company mainly caters to individuals requiring long-term management of their health conditions, particularly those suffering from obstructive sleep apnea, diabetes, and other chronically ill patients needing wound care, urological, incontinence, ostomy, and nutritional supplies. Additionally, AdaptHealth serves beneficiaries of Medicare, Medicaid, and commercial insurance payors, emphasizing its role in facilitating accessible healthcare solutions. Headquartered in Plymouth Meeting, Pennsylvania, AdaptHealth is dedicated to enhancing patient care in the home setting through the provision of critical medical equipment and supplies.
Products and Services
- Sleep Therapy Equipment and Supplies: Including CPAP (Continuous Positive Airway Pressure) and bi-PAP (Bilevel Positive Airway Pressure) services for individuals suffering from obstructive sleep apnea, providing essential support for sleep management.
- Diabetes Management: Offers continuous glucose monitors and insulin pumps for individuals with diabetes, aiming to improve their quality of life through innovative and effective management of their condition.
- Home Medical Equipment (HME): Provides a range of equipment for patients discharged from acute care and other facilities, including oxygen and related chronic therapy services in the home, ensuring continuous and comprehensive care.
- Oxygen and Chronic Therapy Services: Specializes in the provision of oxygen and related services for chronic conditions, supporting patients’ needs for respiratory care at home.
- Other HME Devices and Supplies: Offers an extensive array of HME devices and supplies catering to chronically ill patients with various needs including wound care, urological, incontinence, ostomy, and nutritional supply needs.
- Mobility and Comfort Solutions: Supplies wheelchairs, hospital beds, oxygen concentrators, CPAP masks and related supplies, wound care supplies, diabetes management supplies, wheelchair cushion accessories, orthopedic bracing, and more, aiming to improve patient mobility and comfort.
- Breast Pumps and Supplies: Provides breast pumps and related supplies, supporting new mothers in their breastfeeding journey.
- General Healthcare Supplies: Offers a variety of supplies including walkers, commodes, canes, and nutritional and incontinence supplies, addressing a broad spectrum of patient needs.
