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AMN Healthcare Services
AMN Healthcare Services (AMN) investor relations material
AMN Healthcare Services Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Q4 2025 revenue reached $748 million, up 2% year-over-year and 18% sequentially, driven by strong nurse and allied staffing and significant labor disruption revenue of $124 million, nearly double the prior year.
Full year 2025 revenue was $2.73 billion, with Adjusted EBITDA of $234 million; debt was reduced by $285 million.
Labor disruption events were a major revenue driver in Q4 and are expected to contribute $600 million in Q1 2026.
The company invested in technology, automation, and AI to enhance operational agility and support both core and strike-related business.
Travel nurse volume increased 5% sequentially, with allied business also showing sequential growth.
Financial highlights
Q4 consolidated gross margin was 26.1%, down 370 bps year-over-year, with labor disruption revenue reducing margin by 130 bps.
Adjusted EBITDA for Q4 was $54 million (7.3% margin), down 27% year-over-year; full year adjusted EBITDA was $234 million (8.6% margin), down 31%.
Q4 net loss was $8 million, compared to a $188 million loss in the prior year (which included a goodwill impairment); full year net loss was $96 million.
Adjusted EPS for Q4 was $0.22, down 70% year-over-year; full year Adjusted EPS was $1.36.
Operating cash flow for Q4 was $76 million; year-end cash was $34 million, with total debt at $775 million and net leverage ratio of 3.3x.
Outlook and guidance
Q1 2026 revenue guidance is $1.225–$1.24 billion, including $600 million from labor disruption.
Gross margin expected at 23.5%–24%, with labor disruption reducing margin by ~300 bps.
Adjusted EBITDA margin projected at 9.7%–10.2%; SG&A expected at 14.5%–15% of revenue, including $40 million in strike-related costs.
Nurse and Allied Solutions revenue expected to be up 137–139% year-over-year; Physician and Leadership Solutions down 5–8%; Technology and Workforce Solutions down 16–18%.
Long-term organic revenue growth targeted at 4%–6% annually, with 10%–15% Adjusted EBITDA growth post-2026.
How does strike support impact core staffing?
AMN's broader AI strategy and benefits
Long-term segment growth and EBITDA drivers
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Next AMN Healthcare Services earnings date
Q1 20267 May, 2026
AMN Healthcare Services
Next AMN Healthcare Services earnings date
Q1 20267 May, 2026
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Frequently asked questions
AMN Healthcare Services Inc provides workforce solutions and staffing services to healthcare facilities. The company offers travel nursing, locum tenens, allied health, and physician placement, along with workforce management and scheduling technologies. The company is headquartered in Dallas, Texas, and its shares are listed on the NYSE.
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