NYSE$CON

Concentra Group Holdings · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Concentra Group Holdings reported Q2 2025 results with revenue of $550.8 million and net income of $46.2 million.

Revenue grew 15.2% year-over-year to $550.8 million driven by higher patient volumes and revenue per visit. Net income attributable to the Company was $44.6 million or $0.35 per share. The Company completed acquisitions of Nova and Pivot Onsite Innovations, expanding its occupational health center and onsite clinic footprint.

  • Q2 revenue reached $550.8 million, up 15.2% from $477.9 million in Q2 2024.
  • Occupational health centers generated $516.1 million, onsite clinics $22.6 million, and other businesses $12.1 million.
  • Total patient visits increased 9.5% to 3.52 million with revenue per visit rising 4.4% to $145.92.
  • Ended the quarter with 628 occupational health centers and 406 onsite health clinics after recent acquisitions.

Headline financials

Total Revenue

$551M

Previous: $478M+15.2%
EPS (adj)

$0.35

Previous: $0.50-30.0%
Patient Visits

3.5M

Previous: 3.2M+9.5%
Visits Per Day

55.0K

Previous: 50.2K+9.5%
Revenue Per Visit

$145.92

Previous: $139.81+4.4%
Occupational Health Centers

628

Previous: 547+14.8%
Onsite Health Clinics

406

Previous: 154+163.6%
Cash Balance

$73.9M

No prior period
Capital Expenditures

-$41M

Previous: -$32.5M-26.0%
Net Income

$44.6M

Previous: $51.7M-13.9%
Operating Income

$89.5M

Previous: $83.9M+6.7%
Cash & Equivalents

$73.9M

Previous: $50.7M+45.8%

Revenue & EPS history

Concentra Group Holdings · Revenue · Quarterly

$551M

Q2 2025+15.2%vs Q2 2024
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Revenue by segment

Concentra Group Holdings · $551M total across 3 segments · Q2 2025

  • Occupational Health Centers
    $516M
  • Onsite Health Clinics
    $22.6M
  • Other Businesses
    $12.1M

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

-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
Q2 2025
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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