Encompass Health Corporation raised its 2026 net operating revenue forecast to between $6.41 billion and $6.49 billion and increased adjusted EPS guidance to between $6.02 and $6.25. The Zacks Consensus Estimate for 2026 earnings is $6.04 per share, up 10.8% year over year, with five upward revisions in the past 30 days and no downward revisions. Second-quarter 2026 revenue rose 9.6% year over year on 5.6% discharge growth and a 3.9% increase in net revenue per discharge, while system-wide occupancy reached 77.4%, up 290 basis points. The company opened three hospitals totaling 139 beds in the first half of 2026 and plans five more with 250 beds plus 100-150 added beds at existing facilities, with a pipeline of 13 hospitals and 606 beds beyond 2026. Risks include rising operating expenses and net debt-to-capitalization of 41.4%, above the industry average of 37.6%.
Encompass Health CorpRaised 2026 guidance on strong demand, with revenue and EPS above consensus.
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