ICLR
Diagnostics & Research · Healthcare
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
Sean Dodge is recorded as Analyst at BMO Capital Markets. Sean Dodge has spoken on 24 earnings calls across 14 companies, most recently for BrightSpring Health Services, Inc. on October 30, 2026. Those appearances were for Icon PLC (ICLR), Phreesia, Inc. (PHR), BrightSpring Health Services, Inc. (BTSG), Aveanna Healthcare Holdings, Inc. (AVAH), Healthequity, Inc. (HQY) and 9 other companies. The companies whose calls Sean Dodge spoke on are classified in the Healthcare sector.
“Maybe just going to the provider side, within home health and the preferred MA contracts, is there anything you can share on just what proportion of your volumes there are under those contracts now?”
“Maybe just on the 2026 EPS guidance, you narrowed the range a bit, but also presumably have some moving parts in there with the debt refinance and higher interest expense, and then you did a lot of share repurchasing, too, in the quarter.”
“Maybe just starting on Access One, last quarter, you all talked about the changes you made to your securitization facility and how that enables you to offer the upfront funding to other non-investment grade clients.”
“Just a quick question on the overall tariff refund. You guys accrued around $89 million this quarter.”
BMO Capital Markets
Analyst
Source not stated
ICLR
Diagnostics & Research · Healthcare
PHR
Health Information Services · Healthcare
Health Information Services · Healthcare
Medical Care Facilities · Healthcare
Health Information Services · Healthcare
OMDA
Health Information Services · Healthcare
Diagnostics & Research · Healthcare
Medical Care Facilities · Healthcare
MDLN
Medical Instruments & Supplies · Healthcare
ADUS
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
SHC
Diagnostics & Research · Healthcare
VEEV
Health Information Services · Healthcare