The narrowed guidance range suggests management sees improved operational trends, particularly in same-unit volume which turned positive. Watch for further commentary on the revenue cycle management transition and acquisition pipeline on the conference call.
Price Chart
Executive Summary
Pediatrix Medical Group reported Q3 2026 adjusted EPS of $0.72, above the consensus estimate of $0.65, on net revenue of $501.4M versus the $498.2M consensus. The company narrowed its full-year 2026 Adjusted EBITDA guidance to $290M-$300M from the prior $280M-$300M range, reflecting improved expectations at the low end.
Key Financial Metrics
Key Facts
- Q3 2026 adjusted EPS of $0.72 vs consensus $0.65 (beat by 10.8%)
- Q3 2026 net revenue of $501.4M vs consensus $498.2M (beat by 0.6%)
- Full-year 2026 Adjusted EBITDA guidance narrowed to $290M-$300M from $280M-$300M
- GAAP diluted EPS of $0.59 vs $0.84 in the prior-year period (prior year included a $20.9M net gain on divested businesses)
- Same-unit revenue grew 0.6% (volume +0.3%, reimbursement +0.3%)
- Adjusted EBITDA of $85.5M, down from $87.3M in the prior-year period
- Cash from operations of $117.7M vs $138.1M in Q3 2025
- Company repurchased $83.0M of shares in Q3 2026
Financial Impact
Adjusted EPS beat consensus by $0.07 (10.8%), revenue beat by $3.2M (0.6%), and guidance was raised at the low end by $10M
Risk Factors
- Adjusted EBITDA declined YoY despite revenue growth, indicating margin pressure from higher expenses
- Cash from operations declined 14.8% YoY
- GAAP EPS significantly lower due to absence of prior-year divestiture gain
- Hospital-based patient services volume still declining (down 0.3% same-unit)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-436932 |
| Document: md-20261029.htm | 0001193125-26-436932 |
| Document: 0001193125-26-436932-index-headers.html | 0001193125-26-436932 |
| Document: 0001193125-26-436932-index.html | 0001193125-26-436932 |
| Document: 0001193125-26-436932.txt | 0001193125-26-436932 |
| 8-K Data (Synthetic) | 0001193125-26-436932 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | $29.18 $29.82 | ▲ +2.19% | ▲ +3.97% | $29.82 (+2.19%) |
Aug 4, 2026 12w ago | 8-K | $24.71 $25.99 | ▲ +5.18% | ▲ +5.38% | $29.82 (+20.68%) |
Jul 24, 2026 14w ago | 8-K | $26.14 $26.86 | ▲ +2.75% | ▲ +2.51% | $29.82 (+14.08%) |
Jul 15, 2026 15w ago | 8-K | $25.88 $26.34 | ▲ +1.78% | ▲ +2.32% | $29.82 (+15.22%) |
Apr 17, 2026 28w ago | DEFA14A | $23.19 $22.88 | ▼ −1.34% | ▼ −0.68% | $29.82 (+28.59%) |
Mar 27, 2026 31w ago | DEFA14A | $20.50 $20.80 | ▲ +1.46% | ▲ +1.82% | $29.82 (+45.46%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers