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 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 NASDAQ: AHCO reported second-quarter revenue growth in its continuing operations but lowered its full-year profitability outlook, citing higher-than-expected costs in its West Coast capitated contract, a supplier price increase and portfolio actions.
Consumer confidence is breaking down in a way investors have not seen in years. The University of Michigan Consumer Sentiment Index landed at 53.3 in March 2026, sitting below the 60 recessionary threshold, and the latest Surveys of Consumers reading dropped further to 49.8 in April 2026, a 6.6% month-over-month decline matching the trough from June 2022.
AdaptHealth Corp. (AHCO) Presents at Bank of America Global Healthcare Conference 2026 Transcript
AdaptHealth NASDAQ: AHCO told investors at a Bank of America event that first-quarter results reflected broad organic growth across its business lines, but also higher-than-expected labor costs tied to a major capitated contract transition.
AdaptHealth Corp. (AHCO) Q1 2026 Earnings Call Transcript
AdaptHealth (AHCO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Three beneficial owners filed open-market purchases this past week, each targeting a stock under significant pressure.
AdaptHealth Corp. (NASDAQ: AHCO - Get Free Report) gapped up prior to trading on Friday after an insider bought additional shares in the company. The stock had previously closed at $9.75, but opened at $10.25. AdaptHealth shares last traded at $10.35, with a volume of 232,281 shares changing hands. Specifically, major shareholder Richard M. Cashin, Jr.
AdaptHealth Corp. (AHCO) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript