NYSE$AMN

AMN Healthcare Services Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

AMN Healthcare announced Q3 2023 results with revenue of $853 million, GAAP EPS of $1.39, and adjusted EPS of $1.97.

AMN Healthcare's Q3 2023 revenue was $853.5 million, a 25% decrease year-over-year. Net income was $53 million, or $1.39 per diluted share, compared to $92 million, or $2.10 per diluted share, in Q3 2022. Adjusted diluted EPS was $1.97 compared to $2.57 in the same quarter last year.

  • Consolidated revenue for the quarter was $853.5 million, a 25% decrease from prior year.
  • Net income was $53 million (6.2% of revenue), or $1.39 per diluted share.
  • Adjusted diluted EPS in the third quarter was $1.97 compared with $2.57 in the same quarter a year ago.
  • In October 2023, AMN signed a definitive agreement to acquire MSDR for approximately $300 million.

Headline financials

Total Revenue

$853M

Previous: $1.14B-25.0%
EPS (adj)

$1.97

Previous: $2.57-23.3%
Capital Expenditures

-$73.8M

Previous: -$51.2M-44.1%
Free Cash Flow

-$20.7M

Previous: $41.2M-150.1%
Net Income

$53.2M

Previous: $92.4M-42.5%
Operating Income

$86.9M

Previous: $136M-36.3%
Gross Profit

$290M

Previous: $385M-24.8%
Cash & Equivalents

$29.4M

Previous: $156M-81.1%
Total Assets

$2.65B

Previous: $3.02B-12.0%
Stock-Based Comp

$306K

Previous: $4.9M-93.8%

Revenue & EPS history

AMN Healthcare · Revenue · Quarterly

$853M

Q3 2023-25%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

AMN Healthcare · $853M total across 3 segments · Q3 2023

  • Nurse & Allied Solutions
    $573M-30.8%
  • Physician & Leadership
    $160M-8.6%
  • Technology & Workforce
    $120M-11.1%

Forward guidance

Revenue in the fourth quarter of 2023 is expected to be 28-30% lower than prior year and 5-7% lower sequentially. Guidance does not include any contribution from the MSDR acquisition, which we expect to close later in the fourth quarter.

Headwinds

  • Nurse and Allied Solutions segment revenue is expected to be down 33-35% year over year.
  • Physician and Leadership Solutions segment revenue is expected to be down 12-14% year over year.
  • For the Technology and Workforce Solutions segment, we expect revenue to be approximately 18% 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 Q3 2023

Historical avgQ3 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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