Aveanna Healthcare Holdings, Inc. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Aveanna Healthcare reported Q2 2026 revenue of $670.5M (+13.7% YoY) and net income of $40.3M (+49% YoY). The company raised full-year 2026 guidance to revenue >$2.68B (from $2.63–$2.65B) and Adjusted EBITDA >$365M (from $338–$342M). Adjusted EBITDA for Q2 was $95.4M (+8.0% YoY). Gross margin declined 320 basis points to 32.6%, driven by higher cost of revenue rates, particularly in the PDS segment where spread rates fell 11.1%.
Why this rating
Revenue growth solid and guidance raised, but margin compression (gross margin down 320 bps in Q2, field margin down 240 bps H1) signals operational headwinds offsetting top-line gains. Margin pressures material relative to company size; guidance raise reflects execution but not transformational.
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