Outpatient and Specialty Care Stocks Post Strong Q1 with Revenue Beats and Mixed Guidance

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2▲4 ▼1Impact / 5
Summary · why it matters

The six outpatient and specialty care stocks tracked by this analysis reported a strong first quarter, with aggregate revenues beating analyst consensus estimates by 2% and next-quarter revenue guidance coming in 5.9% above expectations. LifeStance Health Group posted the biggest analyst estimate beat and fastest revenue growth among the group, with revenues of $403.5 million up 21.2% year on year, but it also had the weakest guidance update. agilon health achieved the highest guidance raise and highest full-year guidance raise, reporting revenues of $1.42 billion despite a 7.3% year-on-year decline and a loss of 85,000 customers to end at 426,000. U.S. Physical Therapy delivered the weakest performance against analyst estimates, with revenues of $198.3 million up 7.9% year on year and a significant miss on EPS estimates. Encompass Health reported revenues of $1.59 billion up 9% year on year, beating both revenue and EPS estimates, while Surgery Partners posted revenues of $810.9 million up 4.5% year on year but had the weakest full-year guidance update among its peers. Since their latest earnings results, outpatient and specialty care stocks have performed well, with share prices up 62.4% on average.

Impact on assets 5

Health Care± Mixed · 3 stocks
Lifestance Health Group Inc
LFST
▲ PositiveCapitalrelevance

LifeStance Health Group posted the biggest analyst estimate beat and fastest revenue growth, with revenues of $403.5 million up 21.2% year on year.

Surgery Partners Inc
SGRY
▲ PositiveCapitalrelevance

Surgery Partners posted revenues of $810.9 million up 4.5% year on year, beating revenue estimates.

U.S. Physical Therapy, Inc.
USPH
▼ NegativeCapitalrelevance

U.S. Physical Therapy delivered the weakest performance against analyst estimates, with a significant miss on EPS estimates.

Aging Population▲ · 2 stocks
agilon health Inc
AGL
▲ PositiveCapitalrelevance

agilon health achieved the highest guidance raise and highest full-year guidance raise, reporting revenues of $1.42 billion.

Encompass Health Corp
EHC
▲ PositiveCapitalrelevance

Encompass Health reported revenues of $1.59 billion up 9% year on year, beating both revenue and EPS estimates.

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