The beat-and-raise quarter confirms strong organic growth trajectory. Monitor the Family First Homecare acquisition close in Q2 2026 for potential further upside. With raised guidance and margin expansion, the stock may re-rate higher.
Price Chart
Executive Summary
Aveanna Healthcare reported Q1 2026 revenue of $647.9M (+15.9% YoY) and adjusted EPS of $0.18, beating the $0.12 consensus by 50%. FY2026 guidance was raised: revenue to $2.56B-$2.58B (from $2.54B-$2.56B) and Adjusted EBITDA to $328M-$332M (from $318M-$322M), signaling accelerating organic momentum across all segments.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $647.9M, +15.9% YoY (vs $559.2M)
- Adjusted net income per diluted share $0.18, +80% YoY, beating $0.12 consensus by 50%
- Adjusted EBITDA $84.4M, +25.2% YoY, margin improved 100bps to 13.0%
- Raised FY2026 revenue guidance to $2.56B-$2.58B
- Raised FY2026 Adjusted EBITDA guidance to $328M-$332M
- Pending acquisition of Family First Homecare for $175.5M expected to close in Q2 2026
- Total debt $1.48B, cash $189.3M; revolver undrawn with $225.5M capacity
Financial Impact
Revenue beat of ~$35M vs consensus; EPS beat of $0.06 (50%)
Risk Factors
- Pending acquisition integration and regulatory approval
- DOJ antitrust subpoena related to nurse wages
- Gross margin contraction of 110bps YoY despite revenue growth
- Negative free cash flow of -$3.8M in the quarter
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-222735 |
| Document: avah-20260514.htm | 0001193125-26-222735 |
| Document: 0001193125-26-222735-index-headers.html | 0001193125-26-222735 |
| Document: 0001193125-26-222735-index.html | 0001193125-26-222735 |
| Document: 0001193125-26-222735.txt | 0001193125-26-222735 |
| 8-K Data (Synthetic) | 0001193125-26-222735 |
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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