Outpatient and specialty care stocks rise 62.3% on average after strong Q1 earnings

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Summary · why it matters

The six outpatient and specialty care stocks tracked by this publication reported a strong first quarter, with revenues beating analysts' consensus estimates by 2% and next quarter's revenue guidance coming in 5.9% above expectations. Encompass Health reported revenues of 1.59 billion dollars, up 9% year on year and exceeding estimates by 1.2%, while agilon health posted revenues of 1.42 billion dollars, down 7.3% year on year but beating estimates by 3.2% and delivering the highest guidance raise among its peers. U.S. Physical Therapy, the weakest performer, reported revenues of 198.3 million dollars, up 7.9% year on year and in line with expectations, but significantly missed analysts' EPS estimates. LifeStance Health Group recorded revenues of 403.5 million dollars, up 21.2% year on year and topping estimates by 4.2%, achieving the fastest revenue growth and biggest analyst estimate beat in the group. DaVita reported revenues of 3.42 billion dollars, up 6% year on year and surpassing estimates by 2.1%, with a beat on both EPS and full-year EPS guidance. Since their latest earnings results, share prices of these outpatient and specialty care stocks have risen 62.3% on average.

Impact on assets 5

Aging Population▲ · 3 stocks
agilon health Inc
AGL
▲ PositiveCapitalrelevance

Revenues beat estimates and guidance raised, driving stock gains.

Health Care▲ · 2 stocks
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