Q2 FY2026 EarningsQ2 FY26 results significantly missed consensus expectations, with revenue of $740.3M falling -12.57% below the $846.8M mean estimate. GAAP EPS was a loss of -$0.99, sharply missing the $0.146 consensus due to a $144.2M goodwill impairment. Management slashed FY26 Adjusted EBITDA guidance by ~28% to $490M-$520M, citing capitated contract scale-up costs and manufacturer price hikes, triggering a negative outlook despite 15.9% organic growth.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: AdaptHealth(AHCO) the Revenue is 740.31 M (-7.5%), Miss estimate;the EBIT is 17.23 M (-72.74%), Miss estimate;the EPS is -0.99 (-1090%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.74B7.50%
0.85B5.80%
-0.11B13.30%
EBITMiss expectations
0.02B72.74%
0.06B12.76%
-0.04B59.98%
EPSMiss expectations
-0.991090.00%
0.145945.93%
-1.13591,135.93%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf