AdaptHealth 향후 성장
Future 기준 점검 3/6
AdaptHealth 의 수익은 연간 0.3% 감소할 것으로 예상되는 반면, 연간 수익은 97.5% 로 증가할 것으로 예상됩니다. EPS는 연간 97.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.1% 로 예상됩니다.
핵심 정보
97.5%
이익 성장률
97.80%
EPS 성장률
| Healthcare 이익 성장 | 17.8% |
| 매출 성장률 | -0.3% |
| 향후 자기자본이익률 | 8.13% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Aug 05
AHCO: Capitation Expansion And Cost Efficiencies Will Drive Future Earnings Profile
Analysts trimmed their fair value estimate for AdaptHealth from $12 to $10, citing higher discount rate assumptions, softer revenue growth expectations, a lower future P/E multiple, and updated views following the divestment of the diabetes business, new capitation agreements, and the recent cyberattack. Analyst Commentary on AdaptHealth Recent Street research on AdaptHealth shows a mix of optimism and caution.내러티브 업데이트 • Jul 21
AHCO: Business Mix Shift And Cybersecurity Response Will Shape Future Earnings Profile
Analysts have increased their fair value estimate for AdaptHealth to $12.00 from $11.00. This change reflects updated views on growth, margins and potential multiple support following recent price target changes and shifts in the business mix.
내러티브 업데이트 • Jul 06
AHCO: Cyber Resilience And Execution Will Support Future Cash Flow Repricing
The updated analyst price target for AdaptHealth has been revised from $18 to $16, as analysts factor in the recent cyberattack while still reflecting modestly adjusted expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on AdaptHealth shows a mix of cautious adjustments and ongoing confidence, as bullish analysts refine their models in light of the cyberattack and other company specific developments.내러티브 업데이트 • Jun 22
AHCO: Tuck In Acquisitions And Refinancing Will Shape Future Earnings Profile
AdaptHealth’s latest Narrative Update reflects a modest adjustment to the analyst price target of around $11, as analysts incorporate slightly higher assumed revenue growth, profit margin, and discount rate, along with a marginally lower future P/E multiple in their models. Analyst Commentary on AdaptHealth Recent Street research on AdaptHealth points to a mixed but cautious tone.내러티브 업데이트 • Jun 06
AHCO: Capitation Contract Execution Will Support Future Cash Flow Repricing
Narrative Update on AdaptHealth Analysts lifted the fair value estimate for AdaptHealth stock from $17 to $18, reflecting recent price target revisions across several firms that cite updated views on the company’s outlook and valuation assumptions. Analyst Commentary Recent Street research on AdaptHealth has centered on a series of price target resets, with several bullish analysts adjusting their models and one taking a more cautious stance.내러티브 업데이트 • May 22
AHCO: Capitated Contract Investments And Legal Settlement Will Shape Future Earnings Profile
Analysts have nudged their average price target on AdaptHealth higher to about $11.00 from $9.50, reflecting updated views on valuation inputs such as a higher assumed future P/E multiple and recent mixed target changes across firms raising and lowering their dollar-based estimates. Analyst Commentary Recent Street research on AdaptHealth reflects a mix of optimism and caution, with some firms lifting price targets and others trimming them as they reassess assumptions around earnings quality, execution and balance sheet risk.내러티브 업데이트 • Apr 25
AHCO: Capitated Contract Ramp And Legal Settlement Will Pressure Future Earnings
Analysts have nudged their price targets for AdaptHealth higher by about $1 to $1.50, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions reflected in the latest model tweaks. Analyst Commentary Recent research updates show a mixed but generally cautious tone around AdaptHealth, even as some targets move higher at the margin.내러티브 업데이트 • Apr 10
AHCO: Capitation Contract Execution Will Drive Future Cash Flow Upside
Narrative Update on AdaptHealth Analysts have trimmed their price targets on AdaptHealth, with recent moves including cuts to $9.50 and $14. This reflects mixed views as they weigh operational progress, new capitation business, and recent EBITDA shortfalls and legal costs.내러티브 업데이트 • Mar 27
AHCO: Forward Contract Ramp And Legal Settlement Will Pressure Profitability
Analysts have trimmed AdaptHealth's consensus price target by $1 to $9.50, reflecting updated views on fair value, discount rates, and profitability after recent operational and legal developments. Analyst Commentary Bearish analysts have recently reset expectations on AdaptHealth, trimming price targets and calling out execution risks tied to both operations and legal events.내러티브 업데이트 • Mar 13
AHCO: Capitation Ramp And Cash Generation Will Drive Future Upside Potential
Analysts have trimmed their price targets on AdaptHealth, with recent cuts such as $10.50 to $9.50 and $15 to $14. These changes reflect updated views on the impact of increased upfront investment in a major capitated contract and a debt collection settlement on near term earnings.내러티브 업데이트 • Feb 27
AHCO: Capitation Ramp And Aging At Home Focus Will Support Upside
Narrative Update on AdaptHealth Analysts have trimmed their price targets on AdaptHealth, with recent cuts such as $10.50 to $9.50 and $15 to $14. These changes reflect updated views on the company after operational progress in 2025 was offset by the timing of investments to ramp a large capitated contract and a debt collection legal settlement in North Carolina that affected adjusted EBITDA versus guidance and estimates.내러티브 업데이트 • Feb 13
AHCO: Connected Health Initiative Will Support Aging At Home Upside
Analysts have kept their $17.00 price target for AdaptHealth unchanged, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as the main reasons for maintaining their view. What's in the News AdaptHealth is participating in a new Digital Medicine Society initiative focused on using connected health technology to support independent living for older adults at home.내러티브 업데이트 • Jan 30
AHCO: Digital Home Health Initiative Will Support Aging At Home Upside
Analysts are holding their fair value estimate for AdaptHealth at US$17.00 per share, citing only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view. What's in the News AdaptHealth is participating in a Digital Medicine Society initiative focused on technology driven support for older adults living independently, working alongside partners including Validic, Epic Systems, Verizon and Withings to expand connected care and remote monitoring capabilities (Key Developments).내러티브 업데이트 • Jan 16
AHCO: Digital Home Health Initiative Will Support Aging At Home Opportunity
Analysts have lifted their price target on AdaptHealth from US$16.00 to US$17.00 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News AdaptHealth is participating in a Digital Medicine Society initiative focused on technology driven support for independent living among older adults, working alongside partners such as Validic, Epic Systems, Verizon, and Withings within the Connected Health Collaborative.분석 기사 • Jan 03
AdaptHealth (NASDAQ:AHCO) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Oct 18
Here's What's Concerning About AdaptHealth's (NASDAQ:AHCO) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...분석 기사 • Aug 08
AdaptHealth Corp. Just Missed EPS By 31%: Here's What Analysts Think Will Happen Next
NasdaqCM:AHCO 1 Year Share Price vs Fair Value Explore AdaptHealth's Fair Values from the Community and select yours...분석 기사 • Jul 23
Insufficient Growth At AdaptHealth Corp. (NASDAQ:AHCO) Hampers Share Price
AdaptHealth Corp.'s ( NASDAQ:AHCO ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right now...분석 기사 • Jun 26
Is It Time To Consider Buying AdaptHealth Corp. (NASDAQ:AHCO)?
AdaptHealth Corp. ( NASDAQ:AHCO ), might not be a large cap stock, but it led the NASDAQCM gainers with a relatively...Seeking Alpha • Jun 02
AdaptHealth At A Crossroads: Automation, Integration, And The Future Of Home Care
Summary AdaptHealth's national scale and AI-driven efficiencies position it well for value-based contracts, aiming to curb hospital readmissions and improve EBITDA margins. The company faces potential risks from competitive-bidding discounts, unresolved litigation, and execution challenges on the One Adapt ERP migration. Management's 2025 guidance suggests flat organic revenue and a 21% EBITDA margin, with shares appearing undervalued compared to peers. Long-term investors may find value in accumulating shares below 7× forward EBITDA, while monitoring integration milestones and CMS policy developments. Read the full article on Seeking Alpha
새로운 내러티브 • May 15
Adapt Operating System And Debt Reduction Will Transform Home Healthcare
AdaptHealth's focus on geographic expansion, managed care, and partnerships aims to boost market share and drive revenue growth in the home health industry.분석 기사 • May 14
We Think AdaptHealth's (NASDAQ:AHCO) Solid Earnings Are Understated
AdaptHealth Corp.'s ( NASDAQ:AHCO ) recent earnings report didn't offer any surprises, with the shares unchanged over...분석 기사 • May 09
AdaptHealth Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
AdaptHealth Corp. ( NASDAQ:AHCO ) last week reported its latest quarterly results, which makes it a good time for...분석 기사 • Apr 07
Little Excitement Around AdaptHealth Corp.'s (NASDAQ:AHCO) Revenues
AdaptHealth Corp.'s ( NASDAQ:AHCO ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...분석 기사 • Mar 20
At US$10.02, Is It Time To Put AdaptHealth Corp. (NASDAQ:AHCO) On Your Watch List?
AdaptHealth Corp. ( NASDAQ:AHCO ), might not be a large cap stock, but it saw a decent share price growth of 19% on the...분석 기사 • Feb 26
These 4 Measures Indicate That AdaptHealth (NASDAQ:AHCO) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jan 30
Be Wary Of AdaptHealth (NASDAQ:AHCO) And Its Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Dec 10
AdaptHealth Corp.'s (NASDAQ:AHCO) Revenues Are Not Doing Enough For Some Investors
When close to half the companies operating in the Healthcare industry in the United States have price-to-sales ratios...분석 기사 • Nov 13
We Think AdaptHealth (NASDAQ:AHCO) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Oct 22
Returns On Capital Signal Tricky Times Ahead For AdaptHealth (NASDAQ:AHCO)
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Sep 06
AdaptHealth Corp.'s (NASDAQ:AHCO) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
AdaptHealth Corp. ( NASDAQ:AHCO ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Jul 14
Is There An Opportunity With AdaptHealth Corp.'s (NASDAQ:AHCO) 37% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, AdaptHealth fair value estimate is US$16.89 Current share...분석 기사 • Jun 25
AdaptHealth Corp.'s (NASDAQ:AHCO) Low P/S No Reason For Excitement
When close to half the companies operating in the Healthcare industry in the United States have price-to-sales ratios...분석 기사 • Jun 04
AdaptHealth (NASDAQ:AHCO) Is Reinvesting At Lower Rates Of Return
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,324 | 149 | N/A | N/A | 3 |
| 12/31/2027 | 3,083 | 104 | 453 | 902 | 6 |
| 12/31/2026 | 2,970 | N/A | N/A | 669 | 6 |
| 6/30/2026 | 3,363 | -231 | 98 | 583 | N/A |
| 3/31/2026 | 3,280 | -83 | 192 | 600 | N/A |
| 12/31/2025 | 3,245 | -71 | 219 | 602 | N/A |
| 9/30/2025 | 2,979 | 58 | 213 | 569 | N/A |
| 6/30/2025 | 2,964 | 57 | 231 | 552 | N/A |
| 3/31/2025 | 3,113 | 72 | 275 | 588 | N/A |
| 12/31/2024 | 3,261 | 83 | 236 | 542 | N/A |
| 9/30/2024 | 3,263 | -218 | 229 | 547 | N/A |
| 6/30/2024 | 3,261 | -693 | 166 | 501 | N/A |
| 3/31/2024 | 3,248 | -695 | 53 | 389 | N/A |
| 12/31/2023 | 3,200 | -679 | 143 | 481 | N/A |
| 9/30/2023 | 3,122 | -427 | 31 | 422 | N/A |
| 6/30/2023 | 3,075 | 42 | 22 | 431 | N/A |
| 3/31/2023 | 3,009 | 40 | 44 | 448 | N/A |
| 12/31/2022 | 2,971 | 63 | -18 | 374 | N/A |
| 9/30/2022 | 2,903 | 87 | 66 | 378 | N/A |
| 6/30/2022 | 2,800 | 125 | 20 | 298 | N/A |
| 3/31/2022 | 2,689 | 184 | 79 | 324 | N/A |
| 12/31/2021 | 2,465 | 142 | 72 | 276 | N/A |
| 9/30/2021 | 2,115 | 40 | 68 | 225 | N/A |
| 6/30/2021 | 1,746 | -64 | 124 | 232 | N/A |
| 3/31/2021 | 1,361 | -131 | 122 | 190 | N/A |
| 12/31/2020 | 1,071 | -162 | 156 | 196 | N/A |
| 9/30/2020 | 858 | -91 | 133 | 163 | N/A |
| 6/30/2020 | 710 | -44 | 124 | 145 | N/A |
| 3/31/2020 | 602 | -50 | N/A | 69 | N/A |
| 12/31/2019 | 530 | -21 | N/A | 60 | N/A |
| 9/30/2019 | 489 | -8 | N/A | 68 | N/A |
| 6/30/2019 | 454 | 8 | N/A | 72 | N/A |
| 3/31/2019 | 398 | 14 | N/A | 73 | N/A |
| 12/31/2018 | 345 | 23 | N/A | 68 | N/A |
| 12/31/2017 | 193 | 10 | N/A | 46 | N/A |
| 12/31/2016 | 174 | -4 | N/A | 30 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AHCO 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.7%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: AHCO (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: AHCO 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: AHCO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.3%).
고성장 매출: AHCO 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.3%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AHCO의 자본 수익률은 3년 후 8.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/06 06:53 |
| 종가 | 2026/08/06 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AdaptHealth Corp.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Eric Coldwell | Baird |
| Kevin Fischbeck | BofA Global Research |
| Joanna Sylvia Gajuk | BofA Global Research |