NYSE$AMN

AMN Healthcare Services Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

AMN Healthcare's Q1 2023 financial performance was marked by a revenue decrease compared to the previous year, but demonstrated resilience through strategic initiatives and investments in technology.

AMN Healthcare announced its first quarter 2023 financial results with a revenue of $1.126 billion, a 27% decrease from prior year. GAAP EPS was $2.02 and adjusted EPS was $2.49. The company is focusing on sustainable workforce solutions and investing in technology enhancements.

  • Consolidated revenue for the quarter was $1.126 billion, a 27% decrease from prior year.
  • Net income was $84 million, or $2.02 per diluted share, compared with $146 million, or $3.09 per diluted share, in the first quarter of 2022.
  • Adjusted diluted EPS in the first quarter was $2.49 compared with $3.49 in the same quarter a year ago.
  • The company spent $225 million year to date to repurchase approximately 2.4 million shares of its common stock.

Headline financials

Total Revenue

$1.13B

Previous: $1.55B-27.5%
EPS (adj)

$2.49

Previous: $3.49-28.7%
Capital Expenditures

-$17.5M

Previous: -$13.6M-28.7%
Free Cash Flow

$66.6M

Previous: $132M-49.7%
Net Income

$84.1M

Previous: $146M-42.4%
Operating Income

$126M

Previous: $208M-39.6%
Gross Profit

$369M

Previous: $496M-25.7%
Cash & Equivalents

$28.5M

Previous: $113M-74.9%
Total Assets

$2.88B

Previous: $3.25B-11.3%
Stock-Based Comp

$10.3M

Previous: $11.3M-8.4%

Revenue & EPS history

AMN Healthcare · Revenue · Quarterly

$1.13B

Q1 2023-27.5%vs Q1 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

AMN Healthcare · $1.13B total across 3 segments · Q1 2023

  • Nurse & Allied Solutions
    $824M-32.9%
  • Physician & Leadership
    $166M-7.8%
  • Technology & Workforce
    $136M-6.2%

Forward guidance

Revenue in the second quarter of 2023 is expected to be 30-32% lower than prior year and 11-14% lower sequentially.

Headwinds

  • Nurse and Allied Solutions segment revenue is expected to be down 36-38% year over year.
  • Physician and Leadership Solutions segment revenue is expected to be down approximately 5% year over year.
  • For the Technology and Workforce Solutions segment, revenue is expected to be approximately 15% lower year over year.

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 Q1 2023

Historical avgQ1 2023

-0.0%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-0.6%

Avg return

30 days after

52%

34 / 66 earnings

Positive

+29.2%

Q1 2026

Best reaction

-29.5%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+29.2%+38.5%+41.5%
Q4 2025+11.4%+15.8%+4.2%
Q3 2025-3.4%-10.0%-11.8%
Q2 2025+2.3%+10.2%+23.2%
Q1 2025+8.2%+7.1%+3.8%
Q4 2024+6.7%+0.5%-6.8%
Q3 2024-29.5%-36.7%-36.2%
Q2 2024-3.1%-11.9%-24.0%
Q1 2024-9.3%+3.4%-10.1%
Q4 2023-20.9%-25.5%-24.7%
Q3 2023-12.2%-17.7%-9.5%
Q2 2023-16.4%-16.6%-18.6%
Q1 2023+7.7%+10.3%+18.0%
Q4 2022-4.0%-2.3%-13.4%
Q3 2022-7.5%-0.4%+1.7%
Q2 2022+1.8%-1.7%-12.7%
Q1 2022-8.2%-10.6%-1.3%
Q4 2021+8.8%+5.3%+10.4%
Q3 2021-8.2%-1.4%+3.7%
Q2 2021+5.4%+3.8%+15.4%
Q1 2021+7.6%+10.3%+11.0%
Q4 2020+4.1%-0.7%+1.4%
Q3 2020-5.8%-7.0%-1.9%
Q2 2020+4.8%-4.5%-1.7%
Q1 2020-9.3%-12.1%+13.0%
Q4 2019+9.6%+5.6%+4.0%
Q3 2019-0.5%+2.1%+0.8%
Q2 2019+7.7%+11.4%+15.5%
Q1 2019+1.9%-0.4%-6.0%
Q4 2018-12.5%-14.7%-26.7%
Q3 2018+13.3%+11.6%+23.9%
Q2 2018-15.2%-10.4%-5.4%
Q1 2018-21.9%-21.6%-14.6%
Q4 2017+4.8%+4.8%+10.9%
Q3 2017-3.6%-1.6%+16.3%
Q2 2017+1.1%+6.9%+4.4%
Q1 2017-6.8%-6.2%-9.0%
Q4 2016+4.0%+7.9%+10.3%
Q3 2016-1.6%-2.7%-7.8%
Q2 2016-11.9%-13.8%-13.5%
Q1 2016+1.0%
Q4 2015+1.8%
Q3 2015+5.9%
Q2 2015+0.1%
Q1 2015-1.4%
Q4 2014+2.0%
Q3 2014-1.7%
Q2 2014+5.7%
Q1 2014+3.8%
Q4 2013+1.4%
Q4 2012+13.4%
Q3 2013+13.4%
Q2 2013+6.1%
Q1 2013-1.3%
Q3 2012+4.0%
Q2 2012+5.5%
Q1 2011+19.4%
Q1 2012+6.1%
Q4 2011-2.0%
Q4 2009-2.0%
Q3 2011-3.7%
Q3 2010-3.7%
Q4 2010-1.4%
Q2 2010-1.4%
Q2 2011-1.4%
Q1 2010-0.1%

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