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Sep 30, 2024

AMN Healthcare Q3 2024 Earnings Report

AMN Healthcare's revenue and earnings surpassed expectations amidst difficult competitive conditions.

Key Takeaways

AMN Healthcare announced its third quarter 2024 financial results, with consolidated revenue of $688 million. GAAP EPS was $0.18, and adjusted EPS was $0.61. The company is innovating with clients and healthcare partners to optimize their workforce.

Consolidated revenue for the quarter was $688 million, a 19% decrease from prior year and a 7% decrease from the prior quarter.

Net income was $7 million (1.0% of revenue), or $0.18 per diluted share, compared with $53 million (6.2% of revenue), or $1.39 per diluted share, in the third quarter of 2023.

Adjusted diluted EPS in the third quarter was $0.61 compared with $1.97 in the same quarter a year ago.

At September 30, 2024, cash and cash equivalents totaled $31 million.

Total Revenue
$688M
Previous year: $853M
-19.4%
EPS
$0.61
Previous year: $1.97
-69.0%
Gross Profit
$213M
Previous year: $289M
-26.4%
Cash and Equivalents
$31M
Previous year: $29M
+6.9%
Free Cash Flow
$47.4M
Previous year: $142M
-66.7%
Total Assets
$2.67B
Previous year: $2.65B
+0.5%

AMN Healthcare

AMN Healthcare

AMN Healthcare Revenue by Segment

Forward Guidance

Revenue in the fourth quarter of 2024 is expected to be 14-16% lower than the prior year and flat to up 3% sequentially.

Positive Outlook

  • Revenue in the fourth quarter of 2024 is expected to be flat to up 3% sequentially.
  • Physician and Leadership Solutions segment revenue is expected to grow approximately 3% year over year.
  • This outlook includes $45 million of Nurse and Allied revenue that is not expected to recur after this quarter, primarily composed of labor disruption revenue.
  • This revenue favorably impacts our gross margin guidance by approximately 60 basis points.
  • Adjusted tax rate of 27%.

Challenges Ahead

  • Revenue in the fourth quarter of 2024 is expected to be 14-16% lower than the prior year.
  • Nurse and Allied Solutions segment revenue is expected to be down 21-24% year over year.
  • Technology and Workforce Solutions segment revenue is projected to be lower by approximately 9% year over year.
  • Depreciation of $20 million.
  • Interest expense of $14 million.