EHC · Encompass Health Corp
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Encompass Health raised full-year 2026 guidance for net operating revenue, Adjusted EBITDA, and Adjusted EPS after Q2 revenue grew 9.6% and Adjusted EBITDA grew 9.2%, supported by a 2.3% estimated Medicare net revenue per discharge increase beginning October 1, 2026, continued capacity expansion, and an increased $1 billion share repurchase authorization.
- + Raised full-year 2026 guidance for revenue, Adjusted EBITDA, and Adjusted EPS.
- + Q2 revenue grew 9.6% and Adjusted EBITDA grew 9.2%, with discharges up 5.6% and net revenue per discharge up 3.9%.
- + Board increased common stock repurchase authorization to $1 billion and declared an increased $0.21 per share quarterly dividend.
- + Opened 3 hospitals (139 beds) YTD with 5 more (250 beds) planned plus 100-150 bed additions planned in existing facilities; active pipeline of 13 announced projects (606 beds) beyond 2026.
- − 2026 net provider tax benefit to Adjusted EBITDA revised down to approximately $10 million from prior guidance of approximately $21 million, after a $11.5 million year-over-year decrease in Q2 net provider tax impact.
- − Bad debt expense rose to 2.3% of revenue in Q2 from 2.0% in Q2 2025.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| # of licensed beds | 11,641 | Three Months Ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $348M | the three months ended June 30, 2026 filing | +9.2% |
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| Average length of stay (days) | 11.9 | Three Months Ended June 30, 2026 filing | — |
| Contract labor FTEs | 333 | Three Months Ended June 30, 2026 filing | — |
| Discharges | 68,895 | Three Months Ended June 30, 2026 filing | — |
| Employees per occupied bed | 3.34 | Three Months Ended June 30, 2026 filing | — |
| Full-time equivalents (FTEs) - internal | 29,800 | Three Months Ended June 30, 2026 filing | — |
| Medicare payor mix percentage | 65.8% | Three Months Ended June 30, 2026 filing | — |
| Occupancy % | 77.4% | Three Months Ended June 30, 2026 filing | — |
| Occupied beds | 9,010 | Three Months Ended June 30, 2026 filing | — |
| Outpatient visits | 21,742 | Three Months Ended June 30, 2026 filing | — |
| Total FTEs | 30,133 | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Medical Care Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EHC
this stock
Encompass Health Corp
|
$12.18B | +14.5% | +10.5% | 20.1 | 3.0% |
|
HCA
HCA Healthcare, Inc.
|
$96.64B | -8.6% | +7.1% | 15.0 | 2.9% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$29.92B | -11.6% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$20.91B | +28.6% | +0.9% | 10.0 | 2.5% |
|
FMS
Fresenius Medical Care AG
|
$12.08B | -6.0% | +5.9% | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EHC | -0.6% | -0.5% | +12.2% | +1.1% | +14.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +0.1% | -0.6% | 0.0% | +1.6% | +2.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.