AMN Healthcare's Q4 revenue beats estimates on nurses & allied staffing strength

AMN Healthcare Services

19/02/2026 21:43

Overview

Healthcare staffing firm's Q4 revenue rose 2%, beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company reduced debt by $75 mln in Q4, totaling $285 mln for the year

Outlook

AMN Healthcare projects Q1 2026 revenue between $1.225 bln and $1.240 bln

Result Drivers

NURSE AND ALLIED STAFFING - Revenue growth driven by better-than-expected results in nurse and allied staffing, including a large labor disruption event

TRAVEL NURSE VOLUME - Travel nurse volume grew 5% sequentially due to increased winter orders and strong execution

ALLIED BUSINESS GROWTH - Allied business experienced sequential growth driven by strong performance in the schools business

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$748.20 mln
$723.70 mln (9 Analysts)
Q4 Adjusted EPS
Miss
$0.22
$0.28 (8 Analysts)
Q4 EPS
-$0.20
Q4 Net Income
-$7.70 mln
Q4 Gross Margin
26.10%
Q4 Operating margin
1.10%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy."

Wall Street's median 12-month price target for AMN Healthcare Services Inc is $21.00, about 23% above its February 18 closing price of $17.08

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX80cZk0

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)