US Physical Therapy's Q4 revenue beats estimates

US Physical Therapy

25/02/2026 23:59

Overview

Physical therapy operator's Q4 revenue beat analyst expectations

Company reported Q4 net income of $4.2 mln, with a loss per share of $0.44

Company repurchased 81,322 shares for $5.6 mln in Q4, indicating confidence in long-term prospects

Outlook

US Physical Therapy expects 2026 adjusted EBITDA between $102.0 mln and $106.0 mln

Company anticipates $2.5 mln revenue boost from Medicare rate increase in 2026

Strategic hospital alliances to modestly contribute to 2026 earnings

Result Drivers

PATIENT VISITS - Total patient visits increased by 11.2% to 1.59 million, boosting revenue from physical therapy operations

NET REVENUE PER VISIT - Net rate per patient visit rose to $106.49 from $104.73, contributing to revenue growth

INDUSTRIAL INJURY PREVENTION - Revenue from industrial injury prevention services rose 8.7%, aiding overall revenue growth

Company press release: ID:nBw4XCY3za

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$202.7 mln
$200.42 mln (7 Analysts)
Q4 EPS
-$0.44
Q4 Net Income
$4.20 mln
Q4 Adjusted EBITDA
$24.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "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 US Physical Therapy Inc is $103.00, about 26.1% above its February 25 closing price of $81.68

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 29 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)