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Earnings Call Summary | Aveanna Healthcare(AVAH.US) Q2 2024 Earnings Conference

Earnings Call Summary | Aveanna Healthcare(AVAH.US) Q2 2024 Earnings Conference

業績會總結 | Aveanna Healthcare(AVAH.US) 2024年Q2業績會
富途資訊 ·  08/09 16:50  · 電話會議

The following is a summary of the Aveanna Healthcare Holdings Inc. (AVAH) Q2 2024 Earnings Call Transcript:

以下是Aveanna Healthcare Holdings Inc.(AVAH)2024年第二季度業績會議的摘要:

Financial Performance:

金融業績:

  • Aveanna reported Q2 2024 revenue of approximately $505 million, a 7% increase year-over-year.

  • Adjusted EBITDA for Q2 was $45.6 million, representing a 27.3% increase from the previous year.

  • Consolidated gross margin was $158.3 million, or 31.3%.

  • Full year 2024 revenue is now expected to exceed $1.985 billion, with adjusted EBITDA projected over $158 million.

  • Aveanna報告Q2 2024年營業收入約爲50500萬美元,同比增長7%。

  • Q2的調整後稅前利潤爲4560萬美元,比去年同期增長27.3%。

  • 公司的毛利率爲31.3%,達到15830萬美元。

  • 全年2024年的營業收入預計將超過19.85億美元,調整後稅前利潤預計超過15800萬美元。

Business Progress:

業務進展:

  • Aveanna has secured double-digit reimbursement rate improvements in Georgia and Massachusetts effective in the second half of 2024.

  • The company has added five additional preferred payer agreements, bringing the total to 19 with a goal to reach 22 by year-end.

  • Positive trends in caregiver hiring and retention owing to aligned efforts with payers offering enhanced reimbursement rates and value-based agreements.

  • Aveanna已在喬治亞州和馬薩諸塞州獲得了兩位數的費用改進措施,將於2024年下半年生效。

  • 公司簽署了五份額外的優先付款協議,總數增至19份,並計劃在年底前達到22份。

  • 由於與提供改進費用和價值爲基礎的協議的支付人的努力保持一致,照顧者僱傭和保留的趨勢是積極的。

Opportunities:

機會:

  • Expansion in preferred payer partnerships enhances Aveanna's capacity to invest in caregiver wages and recruitment, supporting growth.

  • Legislative strategies in states like California, despite challenging conditions, aim to secure further funding for PDN rates effective January 1, 2026, under the MCO tax provision, demonstrating a long-term commitment to securing financial sustainability and growth.

  • 通過擴大首選支付者夥伴關係,增強Aveanna的投資照顧者工資和招聘的能力,從而支持增長。

  • 儘管條件艱苦,例如在加利福尼亞等州的立法策略旨在在稅收策略下於2026年1月1日實現對PDN費率的進一步資助,展示了公司對確保財務可持續性和增長的長期承諾。

Risks:

風險:

  • The ongoing challenges in the labor market and evolving wage rates necessitate continuous adjustment and advocacy to maintain operational stability and growth.

  • Seasonality impacting Q3 volumes, particularly in skilled nursing services, which may affect the financial performance temporarily.

  • 勞動力市場的持續挑戰和不斷變化的工資率使得持續調整和倡導是維持運營穩定和增長的必要條件。

  • 季節性因素影響Q3的服務量,尤其是在熟練護理服務方面,這可能會暫時影響財務業績。

More details: Aveanna Healthcare IR

更多詳情請參見Aveanna Healthcare IR。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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