The acquisition is immediately accretive to revenue and EBITDA guidance, funded without dilution. Watch for integration execution in the next 10-Q and potential for further bolt-on M&A given cash-on-hand funding. The raised guidance provides a clear near-term catalyst.
Price Chart
Executive Summary
Aveanna completed its $175.5M cash acquisition of Family First Homecare, a multi-state pediatric home care provider, and raised FY2026 revenue guidance to $2.63-2.65B (from $2.56-2.58B) and Adjusted EBITDA guidance to $338-342M (from $328-332M), solely reflecting the acquired operations. The deal was funded with cash on hand, adding $70M in revenue and $10M in Adjusted EBITDA guidance.
Key Facts
- Acquisition of Family First Homecare completed on June 1, 2026 for $175.5M in cash
- Family First operates 27 locations across 7 states (FL, IL, IA, NC, PA, SD, TX)
- FY2026 revenue guidance raised to $2.63-2.65B from $2.56-2.58B (+$70M from acquisition)
- FY2026 Adjusted EBITDA guidance raised to $338-342M from $328-332M (+$10M from acquisition)
- Transaction funded entirely with cash on hand — no debt or equity issuance
- Acquisition expands Aveanna's pediatric home care footprint in key geographies
Financial Impact
$175.5M cash acquisition adding $70M in revenue and $10M in Adjusted EBITDA to FY2026 guidance
Risk Factors
- Integration risk — Family First operates across 7 states with 27 locations
- Medicaid reimbursement risk flagged in forward-looking statements (One Big Beautiful Bill Act)
- Cash balance reduced by $175.5M, limiting near-term financial flexibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-252511 |
| Document: avah-ex99_1.htm | 0001193125-26-252511 |
| Document: 0001193125-26-252511-index-headers.html | 0001193125-26-252511 |
| Document: 0001193125-26-252511-index.html | 0001193125-26-252511 |
| Document: 0001193125-26-252511.txt | 0001193125-26-252511 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 25d ago | 8-K | $12.37 $12.21 | ▼ −1.29% | ▼ −1.72% | $12.70 (+2.67%) |
Aug 24, 2026 9w ago | Insider Cluster | $13.59 $13.46 | ▲ +0.96% | ▲ +0.42% | $12.70 (+6.55%) |
Aug 24, 2026 9w ago | Insider Cluster | $13.59 $13.46 | ▲ +0.96% | ▲ +0.42% | $12.70 (+6.55%) |
Aug 24, 2026 9w ago | 424B4 | $13.70 $13.42 | ▲ +2.04% | ▲ +2.51% | $12.70 (+7.30%) |
Aug 20, 2026 9w ago | Press Release | $13.16 $13.32 | ▼ −1.22% | ▼ −0.74% | $12.70 (+3.50%) |
Aug 9, 2026 11w ago | Institutional Cluster | $9.46 $12.69 | ▲ +34.14% | ▲ +34.19% | $12.70 (+34.25%) |
Jul 2, 2026 16w ago | Insider Cluster | $9.10 $9.82 | ▼ −7.91% | ▼ −6.98% | $12.70 (−39.56%) |
Jun 30, 2026 17w ago | 144 | $8.86 $9.60 | ▼ −8.35% | ▼ −8.09% | $12.70 (−43.34%) |
Jun 5, 2026 20w ago | Insider Cluster | $6.68 $7.09 | ▼ −6.14% | ▼ −5.57% | $12.70 (−90.12%) |
Jun 3, 2026 20w ago | 144 | $6.63 $7.00 | ▼ −5.58% | ▼ −8.13% | $12.70 (−91.55%) |
US Market Status
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