Enhabit

Enhabit (EHAB) Q3 2025 Earnings

Reported Nov 5, 2025 at 4:17 PM ET · SEC Source

Q3 25 EPS

$0.17

BEAT +42.38%

Est. $0.12

Q3 25 Revenue

$263.6M

MISS 1.33%

Est. $267.1M

vs S&P Since Q3 25

+55.1%

BEATING MARKET

EHAB +67.3% vs S&P +12.1%

Market Reaction

Did EHAB Beat Earnings? Q3 2025 Results

Enhabit Home Health & Hospice delivered a sharply better-than-expected bottom line in Q3 2025, with adjusted diluted EPS of $0.17 beating the $0.12 consensus by 42.38%, even as revenue came in just slightly below expectations. Net service revenue ros… Read more Enhabit Home Health & Hospice delivered a sharply better-than-expected bottom line in Q3 2025, with adjusted diluted EPS of $0.17 beating the $0.12 consensus by 42.38%, even as revenue came in just slightly below expectations. Net service revenue rose 3.9% year over year to $263.60 million, missing the $267.14 million consensus by 1.33%, partly due to a temporary volume disruption from a national payer contract renegotiation that weighed on the home health segment in late Q2 and early Q3. The real story was hospice, where a deliberate de novo expansion strategy, with the company on track to open 10 new locations in 2025, drove a 20.0% revenue surge to a record $63.10 million and a 72.0% jump in segment Adjusted EBITDA to $17.20 million. Consolidated Adjusted EBITDA grew 10.2% to $27.00 million, while the company reduced its leverage ratio to 3.9x from 5.4x a year earlier. Looking ahead, Enhabit narrowed its full-year guidance, raising the Adjusted EBITDA floor to $106 million to $109 million and Adjusted EPS to $0.50 to $0.56.

Key Takeaways

  • Hospice ADC grew 12.6% year over year, with ADC increasing sequentially every quarter since Q1 2024
  • Home health non-Medicare admissions increased 10.4% year over year
  • Medicare ADC decline stabilized significantly to 1.4% vs. 14.1% decline in prior year quarter
  • Hospice cost per patient day improved 3.1% year over year on clinical productivity gains
  • Home health cost per patient day improved 2.1% year over year on better staff optimization
  • G&A expenses as a percentage of revenue improved 90 basis points year over year
  • Consolidated Adjusted EBITDA grew 10.2% year over year to $27.0 million
  • Temporary volume disruption from national payer contract renegotiation in late Q2/early Q3 impacted home health revenue
24/7 Wall St

EHAB YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

EHAB Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Our third quarter results reflect strong execution on our core strategic priorities, with year-over-year growth in revenue, census and Adjusted EBITDA. This progress allowed us to further reduce our bank debt and strengthen the balance sheet during the quarter.”

— Barb Jacobsmeyer, Q3 2025 Earnings Press Release