NYSE$AMN

AMN Healthcare Services Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

AMN Healthcare Services, Inc. reported its fourth quarter and full year 2024 financial results, with quarterly revenue of $735 million and a GAAP loss of ($4.90) per share.

AMN Healthcare Services, Inc. exceeded expectations in Q4 2024, driven by better labor disruption and core nurse and allied staffing revenue. The company reported a net loss due to a non-cash goodwill impairment, but saw strong cash flow from operations and reduced debt.

  • Fourth quarter 2024 financial results surpassed expectations due to stronger labor disruption and core nurse and allied staffing revenue.
  • The company recorded a net loss of ($187.5 million) in Q4 2024, primarily due to a $222 million non-cash goodwill impairment charge.
  • Cash flow from operations was robust at $73 million for the quarter and $320 million for the full year.
  • AMN Healthcare successfully reduced its debt by $75 million in the quarter, contributing to a full-year repayment of $250 million.

Headline financials

Total Revenue

$735M

Previous: $818M-10.2%
EPS (adj)

$0.75

Previous: $1.32-43.2%
Adjusted EBITDA

$75.1M

No prior period
Adjusted EBITDA Margin

10.2%

No prior period
Avg Travelers on Assignment

9.2K

No prior period
Days Filled

51.6K

No prior period
Revenue per Day Filled

$2.65K

No prior period
Leverage Ratio

3

No prior period
Net Income

-$188M

Previous: $12M-1662.8%
Operating Income

-$203M

Previous: $34M-695.7%
Gross Profit

$219M

Previous: $220M-0.3%

Revenue & EPS history

AMN Healthcare · Revenue · Quarterly

$735M

Q4 2024-10.2%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

AMN Healthcare · $748M total across 3 segments · Q4 2025

  • Nurse & Allied Solutions
    $491M
  • Physician & Leadership
    $170M
  • Technology & Workforce
    $88M

Forward guidance

For the first quarter of 2025, consolidated revenue is projected to be between $660 million and $680 million, representing a 17-20% decrease year-over-year. This outlook includes an assumption of $24 million in labor disruption revenue.

Tailwinds

  • Guidance assumes $24 million of labor disruption revenue, indicating continued demand in this area.
  • The company expects to maintain positive adjusted EBITDA margin between 7.7% and 8.2%.
  • The ShiftWise Flex VMS platform onboarding was completed ahead of schedule, which could improve efficiency.
  • Strategic accounts showed net positive client retention for the full year 2024.
  • MSP business in locum tenens rebounded with over 20% volume increase in H2 2024.

Headwinds

  • Consolidated revenue is projected to decrease by 17-20% year-over-year in Q1 2025.
  • Nurse and Allied Solutions segment revenue is expected to be 22-25% lower than prior year.
  • Physician and Leadership Solutions segment revenue is projected to be 9-11% lower year-over-year.
  • Technology and Workforce Solutions segment revenue is projected to be down 8-10% year-over-year.
  • Operating margin is projected to be negative, ranging from (0.3)% to 0.4%.

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 Q4 2024

Historical avgQ4 2024

-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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