Concentra Q3 revenue beats estimates on higher patient visits

Concentra group Parent

06/11/2025 21:45

Overview

Concentra Q3 revenue grows 17% yr/yr, beating analyst expectations

Company raises FY 2025 guidance, indicating confidence in future performance

Board authorizes $100 mln share repurchase program, reflecting strategic financial management

Outlook

Concentra raises 2025 revenue guidance to $2.145 bln - $2.160 bln

Company expects 2025 Adjusted EBITDA of $425 mln - $430 mln

Concentra targets net leverage ratio of 3.5x or below by end of 2025

Result Drivers

VISIT GROWTH - Patient visits increased 9.2% yr/yr, contributing to revenue growth

RATE GROWTH - Revenue per visit rose 4.2% yr/yr, supporting overall revenue increase

INORGANIC STRATEGY - Expansion of health centers and clinics supported growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$572.80 mln
$562.76 mln (7 Analysts)
Q3 EPS
$0.38
Q3 Net Income
$49.82 mln
Q3 Adjusted EBITDA
$118.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "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 Concentra Group Holdings Parent Inc is $27.50, about 30.4% above its November 5 closing price of $19.14

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw3VHTmYa

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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.)