AMN Healthcare Services (AMN) Investor presentation summary

Strategic positioning and growth drivers

• Positioned as a leader in total talent solutions for healthcare, leveraging technology and innovation to address workforce challenges and drive flexibility for professionals and employers.

• Focused on sustainable long-term growth, supported by macro trends such as an aging U.S. population and increasing demand for healthcare workforce solutions.

• Celebrating 40 years with a broad portfolio, high-quality leadership, and a value-based, purpose-driven approach.

• Well-placed to achieve over 10% annual growth in adjusted EBITDA through operating leverage and strategic M&A.

• Strategic growth pillars include expanding market share, cross-selling solutions, accelerating growth in high-demand segments, and driving earnings growth through automation and higher-margin services.

Market trends and industry outlook

• U.S. healthcare staffing market estimated at ~$40B in 2026, with over 2,000 clients and ~96,000 healthcare professional placements in 2025.

• Long-term secular trends such as an aging population, clinician shortages, and increased healthcare spending are driving demand for staffing and workforce solutions.

• Industry revenue experienced volatility, with a sharp rise during 2019-2022, a decline through 2025, and a projected return to growth in 2026.

• Outsourcing and remote services, including language services, are seeing increased demand due to regulatory compliance and quality care needs.

Technology and innovation

• Differentiated by a modern tech stack, including ShiftWise Flex VMS and the AMN Passport mobile app, which streamline staffing, credentialing, and workforce management.

• AI-driven analytics and predictive tools optimize candidate matching, rate management, and fulfillment speed.

• Technology investments focus on automation, integration with client systems, and enhancing data analytics capabilities.