)
Aveanna Healthcare (AVAH) investor relations material
Aveanna Healthcare 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic transformation and leadership
Completed year three of a strategic transformation, achieving milestones in payer partnerships, cost efficiencies, and business modernization, led by experienced executives since 2023.
Leadership emphasizes a national platform and value-based care as core to growth.
Thrive acquisition integrated successfully, serving as a model for future tuck-in M&A.
Preferred payer agreements expanded to 93, supporting growth and alignment with payer needs.
Modernization efforts in all divisions improved margins and operational efficiency.
Business model, segment performance, and outlook
Operates in 38 states with 366 locations, serving pediatric, adult, and geriatric patients.
Private Duty Services represents 82% of revenue, with $1.95B revenue, 3%-5% organic growth, and 26%-28% gross margin.
Home Health & Hospice: $239M revenue, 5%-7% organic growth, 50%-52% gross margin, 82 locations.
Medical Solutions: $175M revenue, 8%-10% organic growth, 42%-44% gross margin, 27 states served.
Value-based agreements and preferred payer strategies drive upside and quality bonuses.
Financial performance, guidance, and capital structure
Q3 2025 revenue grew 22.2% year-over-year to $621.9M; adjusted EBITDA up 67.5% to $80.1M.
2025 revenue guidance raised to $2.425B-$2.445B and adjusted EBITDA to $318M-$322M.
2026 initial guidance: revenue of $2.54B-$2.56B and adjusted EBITDA of $318M-$322M.
Free cash flow exceeded $100M in 2025, with similar expectations for 2026.
Liquidity of $478.7M as of September 2025, with $1.49B in variable-rate debt mostly hedged.
Next Aveanna Healthcare earnings date
Next Aveanna Healthcare earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)