Business Description

AdaptHealth Corp. is a national provider of home medical equipment (HME), medical supplies, and related services in the United States. The company offers products designed to help patients manage chronic conditions at home, including sleep therapy equipment, diabetes management supplies, and respiratory therapy devices. It primarily serves beneficiaries of Medicare, Medicaid, and commercial insurance payors.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues3,244,8573,260,9753,200,1772,970,595
Cost of Sales2,635,6582,579,8822,576,1102,390,480
Gross Profit609,199681,093624,067580,115
Selling, General & Administrative Expenses382,293359,238334,594324,814
Depreciation & Amortization Expenses40,64045,04557,08764,890
Other Operating Expenses127,99513,078830,787
Operating Profit90,873263,732(598,401)190,411
Interest Expense(105,753)(126,668)(130,299)(109,414)
Non-Operating Income32,876(3,501)(4,916)(16,905)
Total Non-Operating Income(72,877)(130,169)(135,215)(126,319)
Income Before Provision for Income Taxes(15,154)136,019(723,784)97,902
Provision for Income Taxes50,88441,239(49,004)24,769
Consolidated Net Income(66,038)94,780(674,780)73,133
Net Income Attributable to Minority Interests and Other4,7564,3584,1153,817
Net Income Attributable to Common Shareholders(70,794)90,422(678,895)69,316
Basic EPS-0.520.62-5.060.47
Diluted EPS-0.520.61-5.310.33
Basic Weighted Average Shares Outstanding135,146133,756134,156147,481
Diluted Weighted Average Shares Outstanding135,146135,531134,418210,048
Shares Outstanding132,515131,667132,635134,435
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents106,136151,24777,13246,272
Total Cash and Cash Equivalents106,136151,24777,13246,272
Accounts Receivable370,897408,019388,910359,146
Total Trade Receivables370,897408,019388,910359,146
Inventories109,747139,842113,642127,754
Other Current Assets100,61998,18069,33852,136
Total Current Assets728,899755,788649,022585,308
Net Property, Plant & Equipment659,725632,855637,528622,008
Net Intangible Assets85,121105,548130,160162,773
Goodwill2,541,4282,675,1662,724,9583,545,297
Other Long-Term Assets286,905332,089366,982304,201
Total Assets4,316,5774,486,9474,508,6505,219,587
Accounts Payable553,700437,985391,994337,498
Current Portion of Long-Term Debt20,31316,25053,36835,000
Current Portion of Leases48,43044,26038,39232,212
Unearned Revenue59,84334,94438,57031,641
Other Current Liabilities30,10633,54814,67519,863
Total Current Liabilities712,392566,987536,999456,214
Long-Term Debt1,715,9831,964,9212,094,6142,153,267
Leases118,074104,905108,275108,344
Other Long-Term Liabilities243,804272,016302,093344,004
Total Long-Term Liabilities2,077,8612,341,8422,504,9822,605,615
Total Liabilities2,790,2532,908,8293,041,9813,061,829
Preferred Stock11
Common Stock1313
Treasury Stock(25,548)(25,548)(43,267)(13,992)
Additional Paid-in Capital2,176,9902,156,6042,149,9512,130,148
Accumulated Other Comprehensive Income782,2534,3568,693
Retained Earnings(652,600)26,295
Total Common Shareholders' Equity2,151,5202,133,3091,458,4542,151,158
Minority Interests and Other7,7626,9738,2156,600
Total Shareholders' Equity2,159,2822,140,2821,466,6692,157,758
Total Liabilities and Shareholders' Equity4,316,5774,486,9474,508,6505,219,587
FY 2025FY 2024FY 2023FY 2022
Net Income(66,038)94,780(674,780)73,133
Depreciation & Amortization381,927365,334382,783351,178
Share-Based Compensation Expense21,87614,88022,46822,397
Other Adjustments197,42792,904775,30435,155
Changes in Trade Receivables30,986(26,217)(28,862)(209)
Changes in Inventories(11,491)(28,065)15,531(6,300)
Changes in Other Operating Activities47,08428,223(11,778)(101,487)
Cash from Operating Activities601,771541,839480,666373,867
Capital Expenditure(382,388)(306,055)(337,463)(391,423)
Proceeds from Sale of Property, Plant & Equipment5,316
Purchases of Investments(128)(731)
Payments for Business Acquisitions(42,378)(9,536)(19,687)(19,017)
Proceeds from Business Divestments121,576
Cash from Investing Activities(303,190)(310,275)(357,278)(411,171)
Issuance of Long-Term Debt253,47750,000
Repayments of Long-Term Debt(250,000)(423,477)(95,000)(20,000)
Net Issuance / (Repayments) of Long-Term Debt(250,000)(170,000)(45,000)(20,000)
Issuance of Common Shares1,2111,7412,6184,126
Repurchases of Common Shares(29,275)(13,992)
Net Issuance / (Repurchases) of Common Shares1,2111,741(26,657)(9,866)
Other Financing Activities(53,403)(30,690)(20,871)(36,185)
Cash from Financing Activities(302,192)(198,949)(92,528)(66,051)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(3,611)32,61530,860(103,355)

Key Metrics & Ratios

MetricValue
Market Cap$1.32B
P/E-19.15x
P/S0.41x
EV/EBITDA6.61x
Return on Equity-3.1%
Return on Invested Capital10.6%
Current Ratio1.02x
Free Cash Flow Margin6.8%

Margins

Gross margin
18.8%
Operating margin
2.8%
Net margin
-2.0%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $820M +5.4% 0.7% $5M
Q4 2025 $846M -1.2% -8.7% $-73M
Q3 2025 $820M +1.8% 7.5% $62M
Q2 2025 $800M -0.7% 9.9% $79M
Q1 2025 $778M 3.0% $23M
Q4 2024 $857M 11.4% $98M
Q3 2024 $806M 7.9% $63M
Q2 2024 $806M 6.5% $52M

More on AdaptHealth Corp.

Figures compiled from public company filings.

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