Matthew Gilmore

“Maybe following up on the 2027 guidance discussion, and particularly in the margin expansion, I think the guidance implies 10.3% adjusted EBITDA margins versus the 9.6% you reported for fiscal 26.”

“Just two first quick confirmations on Idaho Falls. Just in terms of the mathematics, in terms of the net proceeds, the way to think about it is the $7.95, and then we deduct the finance lease and the other debt, and that gives us some sense for the net proceeds to you all.”

“It seemed positive overall, and CMS is trying to encourage participation. There were some sort of puts and takes for enhanced track ACOs, at least the way we read it.”

“I wanted to follow up on some of the M&A comments, just seeing if there's any more details to share. And more specifically, I was curious if there was anything causing the uptick that Dirk mentioned in terms of personal care opportunities and some of the optimism around home health as well.”

“I wanted to see if you could frame up the rare and orphan opportunity relative to oncology, And then can you help us think through any sort of augmentation or investments into the sales force that needs to go along with that?”