Pediatrix Medical

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $487.8M slightly beat expectations of $478.0M (+2.05% variance), while GAAP EPS of $0.49 missed the $0.52 mean estimate. Despite a 2.1% YoY decline in same-unit patient volume, revenue growth was supported by improved reimbursement metrics and a 135 bps increase in commercial payor mix. Adjusted EPS of $0.63 exceeded the normalized consensus of $0.59. Management reaffirmed FY26 Adjusted EBITDA guidance of $280M-$300M, consistent with market expectations.