Owens & Minor (NYSE:OMI) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker0Good day, and thank you for standing by. Welcome to Owens and Minor's Third Quarter twenty twenty five Earnings Conference Call. After the speakers' remarks, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Will Parrish, Vice President, Investor Relations.Speaker1Thank you, operator. Good evening ...

ATLANTA, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Aveanna Healthcare Holdings Inc. (NASDAQ: AVAH), a leading, diversified home care platform focused on providing care to medically complex, high-cost patient populations, announced today the pricing of the previously announced secondary offering by certain selling stockholders affiliated with J.H. Whitney Equity Partners VII, LLC (the “Selling Stockholders”) of 10,000,000 shares of its common stock at a public offering price of $9.00 per share (the “Offering”). The ...

LAFAYETTE, LA / ACCESS Newswire / October 21, 2025 / Viemed Healthcare, Inc. (the "Company" or "Viemed") (NASDAQ:VMD), a national leader of in-home, technology-enabled post-acute respiratory care, today announced that it will host its Third Quarter 2025 Earnings Conference Call on Thursday, November 6, 2025, at 11:00 a.m. ET. Interested parties may participate in the call by dialing: (877) 407-6176 (US Toll-Free) +1 (201) 689-8451 (International) Live Audio Webcast: https://event.choruscall.com/mediaframe/w ...

ATLANTA, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Aveanna Healthcare Holdings Inc. (NASDAQ: AVAH), a leading, diversified home care platform focused on providing care to medically complex, high-cost patient populations, announced today that certain selling stockholders affiliated with J.H. Whitney Equity Partners VII, LLC (the “Selling Stockholders”) have commenced a secondary offering of 10,000,000 shares of its common stock (the “Offering”). The Selling Stockholders will also grant the underwriters a 30-day opti ...

ATLANTA, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Aveanna Healthcare Holdings Inc. (NASDAQ: AVAH), a leading, diversified home care platform focused on providing care to medically complex, high-cost patient populations, today announced certain preliminary financial results for the three-month period ended September 27, 2025. For the three-month period ended September 27, 2025, we expect to report: Revenue of approximately $616 million to $624 million, representing growth over the prior year third quarter of approx ...

FRISCO, Texas--(BUSINESS WIRE)--Addus HomeCare Corporation (Nasdaq: ADUS), a provider of home care services, announced today that it will release earnings for the third quarter ended September 30, 2025, on Monday, November 3, 2025, after the market close. Addus HomeCare will host a conference call on Tuesday, November 4, 2025, at 9:00 a.m. Eastern Time. Joining the call from the Company will be Dirk Allison, Chairman and CEO, Brian Poff, Executive Vice President and CFO, and Heather Dixon, Pres. ...

LOUISVILLE, Ky., Oct. 08, 2025 (GLOBE NEWSWIRE) -- BrightSpring Health Services, Inc. (“BrightSpring” or the “Company”) (NASDAQ: BTSG) announced today that it plans to release its third quarter 2025 financial results on Friday, October 31, 2025, prior to the Company’s earnings conference call, which will be held at 8:30 a.m. ET on the same day. To participate in the conference call, please register here before the 8:30 a.m. ET start. A live and archived webcast of the call will be available on the Company’s ...

涉及的行业或公司 * 公司为Addus HomeCare (纳斯达克代码: ADUS)，是美国最大的个人护理服务提供商之一，业务遍及22个州 [1][2][3] * 行业涉及家庭医疗保健服务，特别是个人护理、临终关怀和家庭健康服务 [4] 核心观点和论据 业务概况与战略 * 公司业务构成：个人护理服务占约75%，临终关怀服务占20%，家庭健康服务占5% [4] * 公司战略是提供家庭环境下的全方位护理服务，从非临床个人护理开始，建立关系，逐步过渡到家庭健康和临终关怀服务 [5] * 公司设定年增长10%的目标，其中一半通过收购实现 [6] * 近期最大收购是Gentiva的个人护理业务，使公司进入并成为德克萨斯州和阿肯色州的第一大提供商，在德克萨斯州的市场份额约为5% [6][7] 增长驱动因素与展望 * 个人护理业务的长期有机增长目标为3%至5%，其中约2%至2.5%来自服务量增长，其余来自费率提升 [10][11] * 德克萨斯州近期提供了近20%和近10%的费率提升，伊利诺伊州作为最大市场也提供了有力支持 [10] * 临终关怀业务增长强劲，目前增长率接近10%，长期预计为中高个位数增长 [12] * 家庭健康业务作为最小板块，存在服务量增长机会，但受费率压力影响 [13] * 重新确定资格流程对州机构资源的占用曾导致新客户入院延迟，但影响正在消退，预计到2026年将恢复正常增长 [25][26][27][28][29][30] 监管环境与价值主张 * 公司通过与州政府沟通，强调个人护理服务相较于疗养院护理的成本效益（通常便宜2到3倍），以争取持续的费率支持 [14][15][16][17] * 在选择进入新市场或进行收购时，会考虑人口老龄化趋势、州的财政状况以及是否采用管理式医疗补助计划 [19][20] * 在管理式医疗补助计划下，公司利用其规模、密度和全链条服务能力，通过减少不必要的急诊就诊和再入院率，为支付方提供基于价值的服务，实现成本节约 [21][22][50][51] 收购整合与成本机会 * Gentiva收购的整合进展顺利，员工薪酬福利在第一天即成功转移 [31][32] * 主要的整合剩余部分是将Gentiva的系统迁移到公司的统一电子病历系统Homecare Homebase，预计在2026年底完成，届时将产生额外的成本节约 [33][34][35] 技术与劳动力管理 * 技术应用重点包括面向护理人员的应用程序，旨在通过让护理人员自主报告可用性和偏好来提高工作时数分配效率，该应用在伊利诺伊州的参与率达到86% [36][37][38][39][40] * 正在探索人工智能应用，例如缩短新护理人员从申请到上岗的时间 [41] * 劳动力环境总体稳定，个人护理侧工资通胀率已回归历史常态约3%，临床侧在疫情后曾达4%至5% [43][44] * 约一半的个人护理劳动力已加入工会，受集体谈判协议保护，费率与工资增长通常同步 [44] * 电子访视验证的采用率已超过90%，初期调整期已过 [49] 其他重要内容 对投资者的信息 * 公司认为医疗补助计划的变化（如工作要求、预算紧缩）对公司可能是中性甚至积极的，因为公司服务能帮助州政府为高成本人群节约总体医疗开支 [54][55] 服务质量与定位 * 个人护理服务的质量体现在根据州评估的计划，帮助消费者维持生活质量，使其无需过早进入更昂贵的机构护理 [46][47][48] * 公司与疗养院更多是互补而非竞争关系，服务于不同需求阶段的群体 [48]

LAFAYETTE, LA / ACCESS Newswire / September 23, 2025 / Viemed Healthcare, Inc. (the "Company" or "Viemed") (NASDAQ:VMD), a national leader of in-home, technology-enabled post-acute respiratory care, today announced that it has completed all repurchases authorized under its previously announced share repurchase program. On June 9, 2025, the Company announced that its Board of Directors had authorized the repurchase of up to 1,976,441 common shares, representing approximately 5% of the total issued and outsta ...

再融资交易核心条款 - 公司完成再融资的第一留置权信贷安排 包括再融资现有第一留置权定期贷款8.86亿美元本金 并额外借入4.39亿美元增量第一留置权定期贷款 [1] - 循环信贷设施的最大可用额度从1.703亿美元增加至2.5亿美元 综合第一留置权定期贷款总额达到13.25亿美元 [1] - 合并后的第一留置权定期贷款到期日延长至2032年 循环信贷设施的到期日从2028年延长至2030年 [1] 融资资金用途与安排 - 增量第一留置权定期贷款的收益用于全额偿还现有4.15亿美元的第二留置权定期贷款 随后第二留置权定期贷款安排被终止 [2] - 此次再融资交易的共同牵头安排行为巴克莱银行和杰富瑞金融有限责任公司 [2] 管理层评论与战略意义 - 首席财务官表示此次再融资通过延长到期日和增加可用流动性（包括未提取的循环信贷）增强了公司的资产负债表和执行战略的能力 [3] - 再融资进展反映了公司强劲的运营表现以及融资合作伙伴对其业务的信心 [3] - 首席执行官指出成功的再融资反映了公司运营业绩及其全国家庭护理平台经过验证的价值 [3] 公司业务概况 - 公司总部位于佐治亚州亚特兰大 在38个州设有分支机构 提供广泛的儿科和成人医疗保健服务 [4] - 服务范围包括护理、康复服务、学校职业护理、治疗服务、针对医疗脆弱和慢性病儿童及成人的日间治疗中心、家庭健康和临终关怀服务以及向患者提供肠内营养和其他产品 [4] - 公司还提供案例管理服务以协助患者家庭协调保险公司、医生、医院和其他医疗保健提供者之间的服务 并提供临时护理服务以缓解患者正常护理人员的压力 [4] - 公司服务旨在提供高质量、低成本的替代方案 以替代长期住院治疗 [4]