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Encompass Health said Sea Pines Rehabilitation Hospital remains closed indefinitely after flood damage and reaffirmed Full-Year 2026 Guidance, including net operating revenue of $6,450 to $6,500 and Adjusted EBITDA of $1,395 to $1,415, in millions.
Encompass Health reported third-quarter revenue growth of 8.9%, adjusted EBITDA growth of 15.5% and adjusted EPS growth of 23.6%, raising 2026 guidance to $6.45 to $6.5 billion revenue, $1.395 to $1.415 billion adjusted EBITDA and $6.23 to $6.37 adjusted EPS.
Encompass Health reported third-quarter revenue of $1,609.5 million, Adjusted EBITDA of $346.6 million and adjusted earnings per share of $1.52, and increased 2026 revenue guidance to $6,450 to $6,500 million.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;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.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Employees per occupied bed | 3.38 | Three Months Ended September 30, 2026 filing | — |
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| Managed care | 10.8% | Three Months Ended September 30, 2026 filing | — |
| Medicaid | 3.1% | Three Months Ended September 30, 2026 filing | — |
| Medicare Advantage | 15.7% | Three Months Ended September 30, 2026 filing | — |
| Other income | 2.4% | Three Months Ended September 30, 2026 filing | — |
| Other third-party payors | 0.7% | Three Months Ended September 30, 2026 filing | — |
| Patients | 0.5% | Three Months Ended September 30, 2026 filing | — |
| Workers’ compensation | 0.5% | Three Months Ended September 30, 2026 filing | — |
| # of licensed beds | 11,722 | Q3 2026 | — |
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| 39 States and Puerto Rico | 39 | Company profile as of 09/30/26 | — |
| 67 are joint ventures | 67 | Company profile as of 09/30/26 | — |
| Adjusted earnings per share* non-GAAP | $4.67 | Nine Months Ended September 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | 1.04B | Nine Months Ended September 30, 2026 | — |
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| Adjusted free cash flow non-GAAP | 634.2M | Nine Months Ended September 30, 2026 | — |
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| Average length of stay | 11.9 | Q3 2026 | — |
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| beds | 189 | first nine months of 2026 | — |
| beds added to existing hospitals | 85 | first nine months of 2026 | — |
| common stock | 1,906,499 | 9 Months | — |
| Contract labor FTEs | 272 | Q3 2026 | — |
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| Discharges | 69,605 | Q3 2026 | — |
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| EHC discharges within TEAM parameters | 2% | 2025 | — |
| EHC hospitals | 75 | September 2026 | — |
| EHC IRFs subject to RCD | 108 | Beginning January 1, 2027 | — |
| EHC markets | 51 | 2025 | — |
| Full-time equivalents (FTEs) - internal | 30,226 | Q3 2026 | — |
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| hospitals totaling 189 beds | 4 | 9 Months | — |
| Medicare | 66.3% | Q3 2026 | — |
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| Net patient revenue per discharge | $22,543 | Q3 2026 | — |
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| Net pre-opening and ramp-up costs | 15.8M | 9 Months | — |
| New-store discharge growth | 2.7% | Q3 | — |
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| Occupancy % | 77% | Q3 2026 | — |
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| Occupied beds | 9,026 | Q3 2026 | — |
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| Outpatient visits | 18,789 | Q3 2026 | — |
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| Rehabilitation hospitals “IRFs” | 177 | Company profile as of 09/30/26 | — |
| Revenue reserves related to bad debt as a percent of revenue | 2.7% | Q3 | — |
| Same-store discharge growth | 3% | Q3 2026 | — |
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| TEAM episodes within EHC markets | 98% | 2025 | — |
| Total by quarter | 5.7% | Q3 2026 | — |
| Total FTEs(16) | 30,498 | Q3 2026 | — |
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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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EHC
this stock
Encompass Health Corp
|
$13.83B | +32.8% | +10.5% | 22.0 | 3.7% |
|
HCA
HCA Healthcare, Inc.
|
$104.25B | +6.9% | +7.1% | 16.6 | 2.3% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$33.34B | +3.3% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$22.76B | +43.9% | +0.9% | 8.3 | 2.2% |
|
FMS
Fresenius Medical Care AG
|
$11.43B | -7.5% | +5.9% | — | 0.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Encompass Health said Sea Pines Rehabilitation Hospital remains closed indefinitely after flood damage and reaffirmed Full-Year 2026 Guidance, including net operating revenue of $6,450 to $6,500 and Adjusted EBITDA of $1,395 to $1,415, in millions.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EHC | +2.5% | +10.3% | +34.4% | +3.8% | +32.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.1% | +11.4% | +33.9% | +3.9% | +22.2% |
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.
