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Jun 30, 2025
Concentra Group Holdings Q2 2025 Earnings Report
Concentra Group Holdings reported strong second quarter 2025 results, with significant increases in revenue, patient visits, and Adjusted EBITDA, driven by organic growth and recent acquisitions.
Key Takeaways
Concentra Group Holdings delivered robust performance in the second quarter of 2025, with revenue increasing by 15.2% to $550.8 million and Adjusted EBITDA growing by 13.2% to $115.0 million. The company saw a 9.5% increase in patient visits per day and a 4.4% rise in revenue per visit. Net income was $46.2 million, and Adjusted EPS was $0.37. The company also successfully integrated recent acquisitions, expanding its network to over 1,000 locations.
Revenue increased by 15.2% to $550.8 million in Q2 2025, up from $477.9 million in Q2 2024.
Adjusted EBITDA grew by 13.2% to $115.0 million, compared to $101.6 million in the prior year's quarter.
Patient visits per day increased by 9.5% to 55,005, and revenue per visit rose by 4.4% to $145.92.
The company expanded its footprint to 628 occupational health centers and 406 onsite health clinics, totaling over 1,000 locations, partly due to the acquisition of Pivot Onsite Innovations.
Revenue by Segment
Forward Guidance
Concentra raised its financial guidance for the full year 2025, expecting higher revenue and Adjusted EBITDA, while maintaining capital expenditure and net leverage ratio targets.
Positive Outlook
- Raised full-year 2025 revenue guidance to a range of $2.13 billion to $2.16 billion.
- Raised full-year 2025 Adjusted EBITDA guidance to a range of $420 million to $430 million.
- Targeting a net leverage ratio of approximately 3.5x by the end of 2025.
- Targeting a net leverage ratio of less than 3.0x by the end of 2026.
- Continued disciplined execution of strategy expected to drive performance.
Challenges Ahead
- No specific negative forward guidance points were provided in the report.
- Potential for adverse changes to relationships with employer customers or third-party payors.
- Risk of labor shortages, increased employee turnover, or higher costs.
Historical Earnings Impact
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