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Sep 30, 2023

AMN Healthcare Q3 2023 Earnings Report

AMN Healthcare announced Q3 2023 results with revenue of $853 million, GAAP EPS of $1.39, and adjusted EPS of $1.97.

Key Takeaways

AMN Healthcare's Q3 2023 revenue was $853.5 million, a 25% decrease year-over-year. Net income was $53 million, or $1.39 per diluted share, compared to $92 million, or $2.10 per diluted share, in Q3 2022. Adjusted diluted EPS was $1.97 compared to $2.57 in the same quarter last year.

Consolidated revenue for the quarter was $853.5 million, a 25% decrease from prior year.

Net income was $53 million (6.2% of revenue), or $1.39 per diluted share.

Adjusted diluted EPS in the third quarter was $1.97 compared with $2.57 in the same quarter a year ago.

In October 2023, AMN signed a definitive agreement to acquire MSDR for approximately $300 million.

Total Revenue
$853M
Previous year: $1.14B
-25.0%
EPS
$1.97
Previous year: $2.57
-23.3%
Gross Profit
$289M
Previous year: $385M
-24.8%
Cash and Equivalents
$29M
Previous year: $156M
-81.4%
Free Cash Flow
$142M
Previous year: $93.3M
+52.5%
Total Assets
$2.65B
Previous year: $3.02B
-12.0%

AMN Healthcare

AMN Healthcare

AMN Healthcare Revenue by Segment

Forward Guidance

Revenue in the fourth quarter of 2023 is expected to be 28-30% lower than prior year and 5-7% lower sequentially. Guidance does not include any contribution from the MSDR acquisition, which we expect to close later in the fourth quarter.

Challenges Ahead

  • Nurse and Allied Solutions segment revenue is expected to be down 33-35% year over year.
  • Physician and Leadership Solutions segment revenue is expected to be down 12-14% year over year.
  • For the Technology and Workforce Solutions segment, we expect revenue to be approximately 18% lower year over year.