The strong beat and raised guidance across both revenue and Adjusted EBITDA signal accelerating organic growth and operational leverage. Monitor the pending Family First Homecare acquisition closing for further upside. The stock may gap up on the beat and guidance raise, but watch for profit-taking given the stock's volatile history.
Price Chart
Executive Summary
Aveanna Healthcare reported Q1 2026 results with EPS of $0.17 (32.8% beat vs $0.13 consensus) and revenue of $647.9M (15.9% YoY growth, beating $613.2M consensus). The company raised full-year 2026 revenue guidance to $2.56-$2.58B and Adjusted EBITDA guidance to $328-$332M, reflecting strong operational momentum across all segments. Net income surged to $41.7M from $5.2M a year ago, while Adjusted EBITDA grew 25.2% to $84.4M.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $0.17 beat consensus of $0.13 by 32.8%
- Q1 2026 revenue of $647.9M beat consensus of $613.2M and grew 15.9% YoY
- Raised FY2026 revenue guidance to $2.56-$2.58B from $2.54-$2.56B
- Raised FY2026 Adjusted EBITDA guidance to $328-$332M from $318-$322M
- Net income increased to $41.7M from $5.2M YoY
- Adjusted EBITDA grew 25.2% to $84.4M, with margin expanding to 13.0% from 12.0%
- PDS segment revenue grew 16.4%, HHH segment revenue grew 17.4%, MS segment revenue grew 7.4%
- Cash and equivalents of $189.3M with $225.5M undrawn revolver capacity
Financial Impact
Revenue beat by $34.7M (5.7% above consensus); EPS beat by $0.04 (32.8% above consensus); guidance raised by $20M on revenue and $10M on Adjusted EBITDA at midpoints
Risk Factors
- Pending Family First Homecare acquisition could reduce liquidity upon closing
- Gross margin contracted 110bps YoY to 31.7% due to cost pressures in PDS segment
- Free cash flow was negative $3.8M in Q1
- Total debt of $1.48B remains elevated relative to market cap
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3294732 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 24d ago | 8-K | $12.37 $12.21 | ▼ −1.29% | ▼ −1.72% | $13.38 (+8.16%) |
Aug 24, 2026 9w ago | Insider Cluster | $13.59 $13.46 | ▲ +0.96% | ▲ +0.42% | $13.38 (+1.55%) |
Aug 24, 2026 9w ago | Insider Cluster | $13.59 $13.46 | ▲ +0.96% | ▲ +0.42% | $13.38 (+1.55%) |
Aug 24, 2026 9w ago | 424B4 | $13.70 $13.42 | ▲ +2.04% | ▲ +2.51% | $13.38 (+2.34%) |
Aug 20, 2026 9w ago | Press Release | $13.16 $13.32 | ▼ −1.22% | ▼ −0.74% | $13.38 (−1.67%) |
Aug 9, 2026 11w ago | Institutional Cluster | $9.46 $12.69 | ▲ +34.14% | ▲ +34.19% | $13.38 (+41.44%) |
Jul 2, 2026 16w ago | Insider Cluster | $9.10 $9.82 | ▼ −7.91% | ▼ −6.98% | $13.38 (−47.03%) |
Jun 30, 2026 16w ago | 144 | $8.86 $9.60 | ▼ −8.35% | ▼ −8.09% | $13.38 (−51.02%) |
Jun 5, 2026 20w ago | Insider Cluster | $6.68 $7.09 | ▼ −6.14% | ▼ −5.57% | $13.38 (−100.30%) |
Jun 3, 2026 20w ago | 144 | $6.63 $7.00 | ▼ −5.58% | ▼ −8.13% | $13.38 (−101.81%) |
US Market Status
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