NASDAQ$ADUS

Addus HomeCare Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Addus reported strong Q2 2023 results, exceeding expectations with revenue growth driven by increased demand for home care services and strategic acquisitions.

Addus HomeCare Corporation announced its Q2 2023 earnings, showcasing strong financial performance. The company reported revenue of $247.2 million and EPS of $0.76. The results reflect the increasing demand for home care services and the successful integration of recent acquisitions.

  • Revenue reached $247.2 million, exceeding expectations.
  • Earnings per share (EPS) stood at $0.76.
  • Net income was reported at $12.2 million.
  • The company is well-positioned for continued growth in the home care market.

Headline financials

Total Revenue

$260M

Previous: $237M+9.7%
EPS (adj)

$1.07

Previous: $0.91+17.6%
Capital Expenditures

-$1.77M

Previous: -$1.54M-15.1%
Free Cash Flow

$13.1M

Previous: $9.71M+34.7%
Net Income

$14.9M

Previous: $11.3M+32.0%
Operating Income

$21.5M

Previous: $16.9M+27.5%
Gross Profit

$82.3M

Previous: $75.6M+8.9%
Cash & Equivalents

$84.2M

Previous: $121M-30.4%
Total Assets

$928M

Previous: $965M-3.7%
Stock-Based Comp

$2.61M

Previous: $2.68M-2.5%

Revenue & EPS history

Addus · Revenue · Quarterly

$260M

Q2 2023+9.7%vs Q2 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Addus · $82.4M total across 2 segments · Q2 2023

  • Hospice
    $55.2M+6.0%
  • Personal Care
    $27.2M-84.4%

Forward guidance

Addus HomeCare Corporation provided forward guidance, projecting continued revenue growth and profitability. The company anticipates favorable trends in the home care market and expects to capitalize on strategic opportunities.

Tailwinds

  • Anticipates continued revenue growth.
  • Expects to maintain profitability.
  • Sees favorable trends in the home care market.
  • Plans to capitalize on strategic opportunities.
  • Focus on expanding market share.

Headwinds

  • Unspecified economic conditions could impact demand.
  • Regulatory changes may affect operations.
  • Increased competition in certain markets.
  • Potential challenges in integrating acquisitions.
  • Fluctuations in reimbursement rates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.2%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+5.0%

Avg return

30 days after

58%

37 / 64 earnings

Positive

+23.7%

Q4 2019

Best reaction

-19.6%

Q4 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-0.6%-10.6%
Q4 2025-9.1%-12.0%-17.0%
Q3 2025-5.9%-5.0%-4.1%
Q1 2025+4.1%+6.3%+7.5%
Q4 2024-10.4%-12.0%-10.1%
Q3 2024-1.7%+1.0%-2.1%
Q2 2024+3.5%+3.6%+8.5%
Q1 2024+6.5%+11.3%+16.8%
Q4 2023+3.4%+5.3%+16.4%
Q3 2023-3.7%+3.3%+7.0%
Q2 2023+1.2%+3.9%-0.1%
Q1 2023+5.8%+0.3%+10.3%
Q4 2022+3.9%+2.5%-0.4%
Q3 2022+3.1%+3.8%+4.8%
Q2 2022+3.1%+0.6%-3.9%
Q1 2022-2.3%-4.7%-4.2%
Q4 2021+20.5%+20.4%+15.8%
Q3 2021-0.5%+9.1%-8.9%
Q2 2021+9.1%+5.3%+4.0%
Q1 2021-6.6%-8.1%-10.0%
Q4 2020-11.3%-14.2%-11.3%
Q3 2020+11.9%+10.3%+4.6%
Q2 2020+2.7%-4.6%-7.1%
Q1 2020+10.2%+2.7%+22.5%
Q4 2019+23.7%+8.5%+42.1%
Q3 2019-0.9%-0.1%+8.6%
Q2 2019+1.4%+4.4%-0.2%
Q1 2019+3.6%+3.0%+8.8%
Q4 2018-2.8%-7.8%-3.8%
Q3 2018+6.5%+10.8%+16.7%
Q2 2018-4.4%-7.1%-3.4%
Q1 2018+3.1%+1.8%+11.9%
Q4 2017-0.3%+8.6%+38.5%
Q3 2017-1.4%-5.8%-7.8%
Q2 2017-0.3%-1.4%-1.3%
Q1 2017+11.3%+9.4%+2.6%
Q4 2016+1.2%+0.1%-7.5%
Q3 2016+17.4%+28.7%+32.7%
Q2 2016+13.8%+8.6%+27.1%
Q1 2016-1.1%
Q4 2015-16.6%
Q3 2015-12.7%
Q2 2015+4.4%
Q1 2015-3.4%
Q4 2014+3.7%
Q3 2014+7.1%
Q2 2014+1.3%
Q1 2014+1.8%
Q4 2013-19.6%
Q3 2013+4.3%
Q2 2013+9.3%
Q1 2013+0.9%
Q4 2012+13.2%
Q3 2012+10.5%
Q2 2012+1.1%
Q1 2011-0.0%
Q1 2012-7.8%
Q4 2011+6.6%
Q3 2010-1.3%
Q3 2011-1.3%
Q2 2011-17.3%
Q2 2010-17.3%
Q4 2010+0.2%
Q1 2010+2.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro