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Aveanna Healthcare (AVAH) investor relations material
Aveanna Healthcare Bank of America Home Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Home Care Conference summary9 Dec, 2025
Strategic vision and business model
Focused on scaling a diversified national platform, serving over 80,000 patients across 38 states with pediatric, adult, and geriatric home care services.
Recent acquisition of ThriveSkill Pediatrics expanded pediatric services into Kansas and New Mexico and increased density in five other states.
Maintains a diversified payer mix, with no single payer contributing more than 10% of revenue and 93 preferred payer agreements across business segments.
Strategic plan for 2025 centers on enhancing government and payer partnerships, cost efficiencies, business modernization, capital management, and employee engagement.
Long-term organic growth target is 5%-7%, with upside from value-based agreements and strategic tuck-in acquisitions.
Financial performance and outlook
Updated 2025 guidance: revenue expected to exceed $2.375 billion and Adjusted EBITDA above $300 million.
Q3 2025 marked the 11th consecutive quarter of beating and raising guidance.
Q3 revenue grew 22.2% year-over-year to $622 million, with EBITDA up 67.5% to $80.1 million.
Strong liquidity position with nearly $480 million available, including $146 million in cash and undrawn revolver.
Deleveraged by three full turns in 2023, with net leverage at 4.6x and a goal to be below 4x.
Segment performance and growth drivers
Private Duty Services (PDS) is the largest segment, representing 82% of revenue, with current organic growth in the high single digits.
Medical Solutions, 8% of revenue, is undergoing modernization, with growth expected to return to 8%-10% after Q1 2025.
Home Health and Hospice, 10% of revenue, is experiencing double-digit organic growth, expected to normalize to 5%-7% long term.
Preferred payer strategy has driven PDS managed care volumes from under 10% to nearly 60% in three years, with a target of mid-60s% in 2026 and potential to reach 80%+ in 2-3 years.
Value-based agreements and state reimbursement rate wins support growth and alignment with payer partners.
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Next Aveanna Healthcare earnings date
Q4 202513 Mar, 2026
Next Aveanna Healthcare earnings date
Q4 202513 Mar, 2026
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Frequently asked questions
Aveanna Healthcare Holdings Inc. provides home health and pediatric services. The company offers private duty nursing, therapy services, and hospice care, with a focus on medically fragile children and adults. Its care is delivered through clinicians and caregivers across multiple U.S. states. The company is headquartered in Atlanta, Georgia, and its shares are listed on the NASDAQ.
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