Aveanna Healthcare Holdings, Inc. (AVAH)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
$13.58-0.44%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · AVAH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management aims to grow 2026 revenue above prior guidance, driven by organic growth and acquisitions including Family First Homecare.
Stated as a priority in 4 of last 4 quarters. Revenue guidance increased from a range of $2.54-$2.56 billion in 2025-Q4 to greater than $2.68 billion in 2026-Q2, reflecting organic growth and the Family First Homecare acquisition. The trajectory matches management's stated growth focus and is delivering upward revisions.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Increased Full Year 2026 Revenue guidance to greater than $2.68 billion, updated from between $2.63 and $2.65 billion”
“Increased Full Year 2026 Revenue guidance to between $2.56 and $2.58 billion, updated from between $2.54 and $2.56 billion”
“We continue to maintain our guidance for 2026 of revenue between $2.54 and $2.56 billion”
“Revenue of between $2.63 and $2.65 billion, updated from between $2.56 and $2.58 billion”
Management targets higher Adjusted EBITDA for 2026, reflecting operational improvements and acquisition contributions.
Stated as a priority in 4 of last 4 quarters. Adjusted EBITDA guidance rose from $318-$322 million in 2025-Q4 to greater than $365 million in 2026-Q2, reflecting operational improvements and acquisition contributions. The trajectory is delivering consistent upward revisions.
“Increased Full Year 2026 Adjusted EBITDA guidance to greater than $365 million, updated from between $338 and $342 million”
“Increased Full Year 2026 Adjusted EBITDA guidance to between $328 and $332 million, updated from between $318 and $322 million”
“Maintained Full Year 2026 Adjusted EBITDA guidance of between $318 and $322 million”
“Adjusted EBITDA of between $338 and $342 million, updated from between $328 and $332 million”
Management completed the acquisition of Family First Homecare to expand geographic footprint and specialized care offerings.
Stated as a priority in 2 of last 2 quarters. The acquisition of Family First Homecare was completed on June 1, 2026, for $175.5 million cash, expanding Aveanna's pediatric home care footprint across seven states. This milestone was achieved as planned, delivering on the stated strategic growth priority.
“Completed the purchase of Family First Homecare, expanding geographic footprint and specialized care model.”
“Announced acquisition agreement for Family First Homecare to strengthen offerings and geographic reach.”
Management repriced first lien and revolving credit facilities to reduce interest margins and improve financial flexibility.
Newly stated in 2026-Q2. Aveanna repriced its first lien and revolving credit facilities in May 2026, achieving a 50 basis point reduction in interest rate margins, with potential further reductions contingent on credit ratings. This action strengthens the capital structure and aligns with management's financial flexibility goals.
“Repriced first lien and revolving credit facilities, reducing interest margins by 50 basis points.”
Over the trailing year it converted -0.13x of net income into operating cash flow. Historically, Health Care names rated fragile grew net income 32% of the time over the next year (vs 54% for the rest of the cohort, n=2490).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.