公司动态 - Encompass Health Corp宣布初步计划在内华达州北拉斯维加斯建设一家拥有50张床位的独立住院康复医院[1] - 该医院将服务于中风、神经系统疾病、脑损伤、脊髓损伤、截肢和复杂骨科疾病等患者，提供24小时护理及物理、职业和语言治疗[2] - 医院设施包括私人病房、配备先进康复技术的治疗健身房、日常生活活动套件、内部透析室、餐厅、药房和治疗庭院[3] 市场扩张 - 新医院预计2028年开业，将成为Encompass Health在拉斯维加斯市场的又一布局，也是其在内华达州的第4家医院[4] - 公司强调该项目将为北拉斯维加斯社区居民提供就近的高质量康复护理服务[4] 公司背景 - Encompass Health是美国最大的住院康复医院运营商，拥有168家医院，覆盖38个州和波多黎各[5] - 公司以先进技术和创新疗法为特色，被《财富》评为"全球最受尊敬公司"之一，并入选《福布斯》"美国最受信任公司"[5] 行业地位 - 公司通过全国性网络提供高质量康复护理，专注于重大伤病后的功能恢复[5] - 在医疗行业人力资源紧张的环境下，公司仍保持对专业护士、治疗师和医生的吸引力[5]

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Encompass Health (EHC) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Encompass Health is a member of the Medical sector. This group includes 99 ...

Encompass Health Corporation (EHC) is strategically positioned to grow on the back of delivering high-quality, cost-effective, integrated care in the healthcare space. The company has gained 28.8% in the year-to-date (YTD) period, outperforming the industry average of 2.7%.Encompass Health — with a market cap of $12 billion — is an integrated healthcare services company based in Birmingham, AL. It offers facility-based patient care through its network of inpatient rehabilitation hospitals. The company has a ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 27th:Encompass Health (EHC) This company which is a provider of integrated healthcare services, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.Encompass Health has a PEG ratio of 2.42 compared with 2.53 for the industry. The company possesses a Growth Score of A.Great Lakes Dredge & Dock (GLDD) : T ...

Encompass Health Corporation (EHC) recently inaugurated the Rehabilitation Hospital of Fort Myers, a healthcare facility built as a result of its joint venture partnership with Florida-based Lee Health. The partners joined forces back in 2022 to jointly operate two inpatient rehabilitation hospitals in Southwest Florida, one in Cape Coral and the other one in Fort Myers.Encompass Health Rehabilitation Hospital of Cape Coral commenced operations almost within the targeted timeline in 2022. Initially, the For ...

The hospital provides essential rehabilitative services that help patients recovering from strokes, brain injuries, spinal cord injuries, amputations and complex orthopedic conditions regain function and independence. Patients receive a minimum of three hours of intensive therapy five days each week, frequent physician visits and 24-hour nursing care. "Our talented team is excited to serve the Fort Myers community," said José Rosado, CEO of Rehabilitation Hospital of Fort Myers. "The compassionate, high-qua ...

The U.S. stock market continues to show strength despite recent concerns over the nation's credit downgrade and fiscal outlook. Over the past few days, major indexes finished higher, driven by optimism surrounding the U.S.-China trade talks. A temporary 90-day pause in tariffs, along with the agreement to lower mutual tariffs to 10%, injected a wave of positive sentiment into Wall Street. The S&P 500, for example, extended its winning streak and has now closed higher in 16 of the past 19 trading days. Marke ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, May 19th:Great Lakes Dredge & Dock Corporation (GLDD) : This dredging services company carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 34.8% over the last 60 days.Great Lakes Dredge & Dock has a PEG ratio of 1.01 compared with 1.59 for the industry. The company possesses a Growth Score of A.Encompass Health Corporation (EHC) : T ...

纪要涉及的行业或者公司 - 公司：Encompass Health（EHC）、Reveni - 行业：医疗康复行业、医疗科技行业 纪要提到的核心观点和论据 Encompass Health - **业务增长目标与现状** - 长期目标是出院量实现6% - 8%的复合年增长率（CAGR），过去11个季度总出院量增长超6%，同店增长超4% [6]。 - 2025年与2024年相比，新增产能集中在下半年，预计新店与同店出院量增长比例约为1:2 [8]。 - **床位扩张原因与回报** - 一季度 occupancy rate达78.8%，为历史最高，因私人病房占比从2020年底的40%提升至一季度末的56% [10][12]。 - 床位扩张回报率高，内部收益率（IRR）超30%，2026和2027年计划各新增约120张床位至现有医院 [13][14]。 - 新建医院（de novos）到开业第三年末的投资回报率（ROIC）需超过加权平均资本成本，IRR通常在12 - 15% [15]。 - **合资（JV）策略** - JV合作伙伴约占业务的40%，潜在JV合作项目约占管道的50% [26]。 - JV与全资医院财务回报差异不大，但JV能提升日均入住率（ADC），且有3 - 5%的管理费收入 [27][28]。 - **医保支付组合** - 2025年一季度传统医保出院量增长快于医保优势计划（Medicare Advantage），此前优势计划增长更快，两者均有良好CAGR [31][32]。 - 2018年医保优势计划占出院量不到9%，2025年一季度末与医保按服务付费（fee for service）的报销率差距从超25%缩小至不到2% [35]。 - 超90%的医保优势计划合同按阶段性付费，且与医保按服务付费率挂钩 [36]。 - 医保优势计划转诊入院转化率约为医保按服务付费的一半，有提升空间 [42]。 - **政策风险与应对** - 公司占医保总支出不到2%，且常接受审计，坏账率约2%，认为医保削减风险不大 [50][51]。 - 家庭健康转移政策已两年未讨论，最初也只是征求意见，未纳入规则 [53][54]。 - **成本与现金流管理** - 目前建设成本和可变供应成本无上行压力，预计未来可预见时间内也不会受关税影响 [58][60][62]。 - 杠杆率2.0，一季度回购3200万美元股票，预计继续进行 [63][64]。 Reveni - **一季度业绩表现** - 一季度业绩表现稳健，诊断业务和软件业务表现出色 [69]。 - 年初制定了审慎的指导方针，尽管宏观背景较弱仍能维持全年指导 [70][71]。 - 有能力执行，能在二季度末运营缓解大部分关税逆风，保持全年每股收益（EPS） [71]。 - **关税缓解策略** - 关税总逆风约1.35亿美元，运营缓解后对EPS净影响约0.12美元，主要在二季度，下半年通过供应链行动和节约成本缓解 [73]。 其他重要但是可能被忽略的内容 Encompass Health - 2024年一季度总出院量增长10%，因闰年多一天和季度末为复活节拉动出院量 [7]。 - 公司在确定新建医院市场时采用数据驱动的尽职调查方法，考虑竞争、人口、供需等多因素 [19]。 - 公司在多个市场与合资伙伴合作取得成功，如在圣路易斯和佐治亚州 [20][21]。 - 美国只有14%的推定符合条件的IRF患者实际进入IRF，有较大潜在市场 [56]。 Reveni - 未提及能快速实施缓解措施的两个主要驱动因素具体内容 [75]。

公司扩张计划 - 公司计划在佛罗里达州Apollo Beach新建一家50张床位的独立康复医院，专注于中风、脊髓损伤、截肢等复杂病例的康复治疗 [1] - 该项目是公司在佛罗里达州市场扩张的一部分，旨在提升品牌影响力并满足高需求市场的需求 [2] - 项目预计2027年投入运营，具体成本尚未披露，但将增加公司服务容量并扩大在急性后护理市场的份额 [3] 公司现有规模与增长目标 - 公司目前拥有167家医院，覆盖38个州和波多黎各 [4] - 2025年计划新增7家医院（340张床位）和1家50张床位的卫星医院，并对现有医院增加100-120张床位 [4] - 2023-2027年期间，公司目标每年新增6-10家医院，每年增加80-120张床位，同时出院人数预计实现6-8%的年复合增长率 [5] 股价表现与行业对比 - 公司年初至今股价上涨26.6%，远超行业平均4.2%的涨幅 [6] 其他医疗行业公司表现 - HCA Healthcare（HCA）2025年盈利预计同比增长15.1%，过去30天有8次上调盈利预测，过去四个季度盈利均超预期，平均超出7.1% [10] - Aveanna Healthcare（AVAH）当前年度盈利预计同比增长100%，收入预计增长4.6%，过去60天有5次上调盈利预测 [11] - The Pennant Group（PNTG）当前年度盈利预计增长14.9%，收入预计增长21.7%至8.464亿美元，过去四个季度中有三次盈利超预期，平均超出11.5% [12]