NYSE$CON

Concentra Group Holdings · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Concentra Group reported Q1 2026 total revenue of $569.6M and net income of $52.3M.

Q1 2026 total revenue was $569.6 million (+14% YoY) for the occupational health platform. Net income was $52.3 million versus $40.6 million; center visit growth and pricing supported results. The company operates employer-focused clinics and related services.

  • Total revenue $569.6M (+14% YoY).
  • Net income $52.3M (+29%).
  • Workforce health demand and center footprint expansion.
  • Employer payor mix stable in MD&A.

Headline financials

Total Revenue

$570M

Previous: $501M+13.7%
EPS (adj)

$0.39

Previous: $0.78-50.0%
Capital Expenditures

-$11.1M

Previous: -$15.7M+29.5%
Net Income

$50.5M

Previous: $38.9M+29.8%
Operating Income

$95.6M

Previous: $80.3M+19.0%

Revenue & EPS history

Concentra Group Holdings · Revenue · Quarterly

$570M

Q1 2026+13.7%vs Q1 2025
Beat estimate in 6 of 7 quarters(86%)
ActualEstimate

Revenue by segment

Concentra Group Holdings · $468K total across 3 segments · Q1 2024

  • Occupational Health Centers
    $441K
  • Onsite Health Clinics
    $15.9K
  • Other
    $10.7K

Forward guidance

Occupational health provider discusses center count, visit growth, and labor costs without quarterly EPS guidance.

Tailwinds

  • Revenue and earnings growth year over year.
  • Secular demand for employer health services.

Headwinds

  • Wage inflation in clinical staffing.
  • Regulatory and reimbursement changes in workers comp.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.4%

Avg return

30 days after

56%

5 / 9 earnings

Positive

+3.2%

Q1 2026

Best reaction

-3.7%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.2%+11.6%+10.6%
Q4 2025+1.4%-0.3%-10.7%
Q3 2025+3.1%+6.7%+4.1%
Q1 2025-3.7%-2.1%+0.7%
Q4 2024+0.3%-0.7%-1.4%
Q3 2023+2.3%+0.4%+3.5%
Q3 2024-3.4%-5.8%+5.0%
Q2 2023-2.1%+3.4%-4.1%
Q2 2024-2.8%-5.3%+4.9%
Q1 2024
Q4 2023
Q1 2023

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