CON · Q3 revenue +8.6% YoY, guides up

Concentra reported Q3 2026 revenue of $622.1M (+8.6% YoY) and GAAP EPS of $0.52 (+36.8% YoY), beating consensus estimates of $0.44 EPS and $605.4M revenue. The company raised its full-year 2026 revenue guidance to $2.36B-$2.38B and Adjusted EBITDA guidance to $505M-$510M, announced a new $250M share repurchase program, and completed a leadership transition with Matt DiCanio as CEO.

• Q3 2026 revenue $622.1M, +8.6% YoY from $572.8M
• GAAP EPS $0.52, +36.8% YoY from $0.38
• Adjusted EBITDA $140.2M, +17.9% YoY, margin expanded 178bps to 22.5%
• Net income $67.8M, +36.0% YoY; net income margin expanded 220bps to 10.9%