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8-K2026-05-15· grok-4-1-fast-non-reasoning

AVAH · Aveanna Healthcare Holdings Inc.

0001193125-26-225430

SEC filing

Summary

Aveanna Healthcare Holdings Inc. released its May 2026 investor presentation under Item 7.01, providing 2026 revenue guidance of $2.56-$2.58 billion and Adjusted EBITDA guidance of $328-$332 million.

Key takeaways

Full analysis

Aveanna Healthcare Holdings Inc. made available its May 2026 investor presentation via Exhibit 99.1, furnishing forward-looking guidance and operational metrics for investors. The presentation outlines full-year 2026 revenue expectations of $2.56-$2.58 billion alongside Adjusted EBITDA of $328-$332 million, reflecting management's outlook amid a scaled national homecare platform across 379 locations in 39 states serving 29,000 caregivers and 48.2 million annualized homecare hours as of April 4, 2026. YTD 2026 gross margin stands at 31.7%, underscoring cost discipline. Segment highlights include Private Duty Services with $2,143 million annualized Q1 2026 net revenue, targeting 26%-28% gross margin and 3%-5% organic growth supported by 34 preferred payor partnerships and a national recruiting platform. Home Health & Hospice projects $266 million annualized revenue, 50%-52% gross margin, and 5%-7% organic growth via episodic payor agreements and CMS Star Ratings focus. Medical Solutions anticipates $183 million revenue, 42%-44% gross margin, and 8%-10% organic growth driven by enteral nutrition demand and preferred payor contracts. Long-term growth targets 7%-10%, comprising 3.5%-4.5% value-based organic growth, 2.5%-4% core organic, and 1%-1.5% M&A tuck-ins. The platform emphasizes data-driven outcomes, payor partnerships with no single payor over 10% of revenue, and government affairs strategy to capture a $119 billion addressable market opportunity. Leadership includes CEO Jeff Shaner since 2023 and CFO Matt Buckhalter since 2023. Information is furnished, not filed, with standard forward-looking disclaimers highlighting risks from reimbursements, regulations, and competition.