Adapthealth Corp (AHCO)

Nov 10, 2026

AdaptHealth (AHCO) has seen recent investor attention after reporting a third-quarter goodwill impairment, raising its 2026 revenue guidance, and posting new quarterly results. The company's shares have rebounded significantly over the past 30 and 90 days despite a year-to-date decline, with investors now evaluating whether the increased revenue guidance and progress on capitated contracts outweigh concerns about the goodwill hit and ongoing losses. Simply Wall St's analysis suggests AdaptHealth is currently 11% undervalued.

Nov 3, 2026

AdaptHealth Corp (AHCO) exceeded its Q3 2026 guidance, reporting a net revenue of $745.6 million and adjusted EBITDA of $141.9 million. The company's largest capitated contract became profitable, contributing significantly to organic growth and showing a positive margin trajectory. Despite a GAAP net loss due to a goodwill impairment charge and lowered full-year free cash flow guidance, AdaptHealth demonstrated cost discipline through headcount reduction and secured new agreements, while navigating uncertainties like the Medline bed field action.

Nov 3, 2026

AdaptHealth Corp. (NASDAQ:AHCO) reported Q3 2026 results that exceeded market revenue expectations, with sales of $745.6 million, though revenue declined 9.1% year-on-year. The company's GAAP loss of $1.13 per share significantly missed analyst estimates, but adjusted EBITDA and full-year guidance were above consensus. Shares surged 9.6% following the mixed results, as the company focuses on Sleep Health, Respiratory Health, and Wellness-at-Home.

Nov 3, 2026

AdaptHealth Corp. (NASDAQ:AHCO) reported Q3 2026 results that exceeded revenue expectations, with sales of $745.6 million, though revenue was down 9.1% year-on-year. The company provided full-year revenue guidance of approximately $2.89 billion and adjusted EBITDA guidance of $517.5 million, both near or above analyst consensus. Despite a significant GAAP loss per share of $1.13, shares surged 9.6% immediately after the results due to strong organic revenue growth and better-than-expected EBITDA.

Nov 3, 2026

AdaptHealth Corp. (NASDAQ: AHCO) reported mixed Q3 2026 results, exceeding revenue and Adjusted EBITDA expectations but missing significantly on GAAP EPS. Despite a 9.1% year-on-year revenue decline, the company raised its full-year revenue and EBITDA guidance, leading to a 9.6% surge in its stock immediately after the announcement. CEO Suzanne Foster highlighted strong organic revenue growth and progress in selling its Diabetes Health business to focus on Sleep Health, Respiratory Health, and Wellness-at-Home.