AdaptHealth Corp.(AHCO)

$5.64—Stale · unknown old

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AdaptHealth Corp.(AHCO)

NASDAQ • Last print unknown ago

$5.64—Stale · unknown old

WatchlistAsk SA Chart Studio

AHCO(AHCO)

AHCO

9/26/26

AdaptHealth (AHCO)

Saturday

3:52 PM

ThesisRecent operational challenges and rising costs have raised concerns about the company's ability to maintain profitability in the near term.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$3.2B	$2.9B	$3.0B
Rev. Growth	-0.5%	-11.3%	+3.8%
EPS	$-0.52	$-0.20	$-0.02
EPS Growth	-184%	+61.1%	+88.0%
P/E	—	—	—

★ Analysts see FY2027 revenue reaching $3.0B — +3.8% growth in a single year.

What Could Go Wrong

01Supply chain disruptions have led to a 20% increase in costs, potentially compressing margins in the short term.
02Technological disruption from new healthcare delivery models and telehealth solutions
03Regulatory changes that could impact reimbursement rates or product approvals
04Increased competition from both established players and new entrants in the home healthcare market
05Potential pricing pressure from competitors offering similar products
06High debt levels (Debt/Equity of 1.33) could constrain financial flexibility and increase vulnerability to economic downturns
07Negative net income margin (-2.2%) raises concerns about long-term sustainability without operational improvements

FY2025 Snapshot

Revenue: $3.2B
Rev. Growth: -0.5%
Gross Margin: 17.5%
Op. Margin: 5.7%
Net Margin: -2.2%
Net Income: $-71M
NI Growth: -178%
EPS: $-0.52
1Y Return: -37.0%

AHCO Chart

My Notes

"Management noted, 'We are facing unprecedented cost pressures that may impact our margins moving forward.'"
Moat: AdaptHealth's extensive distribution network and established relationships with healthcare providers create a moderate barrier to entry.
Watch: The rapid growth of telehealth services poses a significant threat to traditional home healthcare models.
value - The current low valuation metrics (Price/Sales of 0.5x) may attract value-focused investors looking for turnaround opportunities.
AdaptHealth's financing costs are sensitive to interest rate changes, as higher rates could increase borrowing costs for acquisitions…
Watch on earnings: Medicare reimbursement rates for home healthcare services, Market share changes post-acquisition, Trends in chronic respiratory disease prevalence.

One Sentence Summary:

The bear case: supply chain disruptions have led to a 20% increase in costs, potentially compressing margins in the short term.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E

—

What Could Go Wrong

01Supply chain disruptions have led to a 20% increase in costs, potentially compressing margins in the short term.

02Technological disruption from new healthcare delivery models and telehealth solutions

03Regulatory changes that could impact reimbursement rates or product approvals

04Increased competition from both established players and new entrants in the home healthcare market

05Potential pricing pressure from competitors offering similar products

06High debt levels (Debt/Equity of 1.33) could constrain financial flexibility and increase vulnerability to economic downturns

07Negative net income margin (-2.2%) raises concerns about long-term sustainability without operational improvements

My Notes

"Management noted, 'We are facing unprecedented cost pressures that may impact our margins moving forward.'"

Moat: AdaptHealth's extensive distribution network and established relationships with healthcare providers create a moderate barrier to entry.

Watch: The rapid growth of telehealth services poses a significant threat to traditional home healthcare models.

value - The current low valuation metrics (Price/Sales of 0.5x) may attract value-focused investors looking for turnaround opportunities.

AdaptHealth's financing costs are sensitive to interest rate changes, as higher rates could increase borrowing costs for acquisitions…

Watch on earnings: Medicare reimbursement rates for home healthcare services, Market share changes post-acquisition, Trends in chronic respiratory disease prevalence.