NASDAQ$AONC

American Oncology Network In · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Announced fourth quarter and full year 2023 financial results.

American Oncology Network (AON) reported a revenue of $324.2 million for Q4 2023, a 7.9% increase compared to Q4 2022. The increase was primarily driven by a 9.5% growth in patient encounters. However, the company experienced a net loss of $22.4 million, compared to a net income of $1.4 million in the same quarter of the previous year, mainly due to incremental accounts receivable reserves.

  • Q4 2023 revenue increased by 7.9% year-over-year to $324.2 million.
  • Patient encounters grew by 9.5% compared to the prior year quarter.
  • Net loss before non-controlling interest was $22.4 million, driven by incremental accounts receivable reserves.
  • Adjusted EBITDA was $5.0 million, a decrease from $8.0 million in the prior year quarter, primarily due to higher drug costs.

Headline financials

Total Revenue

$324M

No prior period
EPS (adj)

-$0.75

No prior period
Capital Expenditures

$2.76M

No prior period
Free Cash Flow

-$14.7M

No prior period
Net Income

-$22.4M

No prior period
Operating Income

-$20.6M

No prior period
Gross Profit

$8.62M

No prior period
Stock-Based Comp

-$1K

No prior period

Revenue & EPS history

American Oncology Network · Revenue · Quarterly

$324M

Q4 2023

Forward guidance

AON didn't provide specific forward guidance in this earnings report.

Historical earnings impact

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

Avg. return before/after earnings

Based on 1 quarterly earnings reports

Historical avg

-1.0%

Avg return

Earnings day

-7.8%

Avg return

5 days after

-4.0%

Avg return

30 days after

40%

2 / 5 earnings

Positive

+3.3%

Q1 2025

Best reaction

-4.4%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+3.3%-0.8%-11.7%
Q3 2024+1.1%-14.8%+3.7%
Q2 2024-0.9%
Q1 2024
Q4 2023-4.4%
Q3 2023-4.4%

Discussion

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