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AdaptHealth (AHCO) investor relations material
AdaptHealth UBS Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Healthcare Conference 2025 summary11 Nov, 2025
Capitated contracts and revenue outlook
Capitated contract with Humana renewed for five years, now covering 33 states, with potential for further expansion and new payer partnerships.
Capitated revenue is highly predictable, slow-moving, and tied to membership trends; slight decrease this year due to fewer members, but growth expected next year.
New large IDN contract expected to generate at least $1 billion over five years, requiring significant upfront investment in infrastructure and staff.
Revenue growth for next year projected at 6-8%, ramping through the year, with margin expansion expected in the second half as new contracts mature.
EBITDA margin anticipated at 20% and free cash flow margin between 6-7% of revenue, consistent with enterprise averages after initial ramp-up.
Operational improvements and technology investments
Standardization across regions has enabled rapid operational improvements, notably reducing average time to therapy in sleep from 23 to 10 days.
Focus on customer service and operational excellence has led to increased inbound interest from payers and hospital systems.
Technology deployment prioritized after standardizing processes, with digital tools and automation driving efficiency and reducing headcount.
Revenue cycle automation and AI are being implemented, with significant cost-saving opportunities as offshore headcount is reduced.
MyApp digital platform adoption is growing, supporting self-service and further reducing administrative burden.
Diabetes business and efficiency initiatives
Diabetes segment stabilized after operational restructuring, with resupply business centralized and sales force realigned.
Pharmacy order processing time reduced from 36 to 5 minutes through new SaaS technology, improving efficiency and potential profitability.
Diabetes revenue now represents 17-18% of total, expected to become a smaller share as other segments grow.
Investment decisions in diabetes are data-driven, focusing on profitability and service quality.
Manage new IDN contract operational challenges?
Timeline for tech/AI financial benefits realization?
Strategy to capture volume from competitive bidding?
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Next AdaptHealth earnings date
Q4 202524 Feb, 2026
Next AdaptHealth earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
AdaptHealth Corp is a provider of home medical equipment and healthcare solutions focused on improving patient care in the home setting. The company offers a range of products and services, including respiratory therapy equipment, sleep therapy devices, mobility aids, and diabetes management supplies. AdaptHealth serves patients with chronic conditions by working with healthcare providers, insurers, and caregivers to facilitate home-based treatment and support. AdaptHealth Corp is headquartered in Plymouth Meeting, Pennsylvania, and its shares are listed on the NASDAQ.
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