NRC Health's Q4 EPS and revenues decline year amid prior client attrition, though recurring contract value grew 8%, pointing to recovery prospects in 2026.
National Research Corporation (NRC) Q4 2025 Earnings Call Prepared Remarks Transcript
National Research Corp. is undervalued, trading at a modest multiple despite a clear pivot from contraction to growth. TRCV, NRC's key forward metric, grew 8% YoY, signaling imminent revenue acceleration and a strong 2026 setup. Margins are expanding as cost structure is rationalized; normalized FCF could approach $38M in 2026 after one-off expenses subside.
| Health Care Equipment & Supplies Industry | Healthcare Sector | Trent Green CEO | XMUN Exchange | US6373722023 ISIN |
| US Country | 368 Employees | 10 Apr 2026 Last Dividend | - Last Split | 10 Oct 1997 IPO Date |
Founded in 1981 and based in Lincoln, Nebraska, National Research Corporation is a leader in delivering comprehensive analytics and insights designed to enhance both patient and employee experiences within the healthcare sector. The company's offerings span across critical areas such as patient experience, service recovery, care transitions, and employee engagement, among others. Its mission is to provide healthcare organizations with actionable information and analysis that support improvement initiatives, reputation management, and brand loyalty efforts. National Research Corporation's solutions cater to a wide array of needs, aligning with the goals of maximizing constituent satisfaction and organizational effectiveness in healthcare settings.
National Research Corporation's suite of products and services is meticulously crafted to address various facets of healthcare organization needs, with a focus on delivering actionable insights for improvement and strategic management. Key offerings include: