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AVAVAH

Aveanna Healthcare Holdings Inc.

$AVAH·$2.7B·Medical - Care Facilities·Healthcare
$12.46-1.8%YTD+54.9%1Y+43.1%
Price updated 8m ago·X counts updated 2d ago
AVAVAH
$AVAHAveanna Healthcare Holdings Inc.
$12.47-1.77%10 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AVAH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

10X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AVAH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Aveanna Healthcare is up 55% YTD on continued home-health growth — Q2 revenue +14% with three straight beats and fresh 52-week highs.

Aveanna Healthcare is a $2.7B-cap home-health, hospice, and pediatric home-nursing platform whose earnings power has continued to build.

  • Up 55% year to date and 43% over the last twelve months, at 77% of its 52-week range and 45% above the 200-day moving average.
  • Q2 revenue $670M grew 14% year over year at 33% gross margin and 12% operating margin, EPS $0.19.
  • Q1 revenue $648M grew 16% year over year — the growth is durable.
  • Trailing P/E 9, ROIC 17%, and free-cash-flow yield 6% — a value-plus-growth setup.
  • Debt-to-equity 4.67 (high but manageable given the cash generation) with beta 1.97.
  • Three straight beats of 11-38% surprise magnitude — earnings execution has been very strong.
  • Analyst-covered next-year consensus is $0.58 EPS on $2.42B revenue.

November 5 earnings (est. $0.20 EPS) will show whether the operational momentum continues into Q3 and whether the guide moves up.

What to watch: November 5 print — revenue growth trajectory, operating margin trend, and any updated commentary on Medicare/Medicaid reimbursement rates and hospice-segment growth.

On the calendar: 2026-11-05 — Q3 earnings

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Read the AI verdict on $AVAH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Home-based care provider specializing in pediatric and adult private duty nursing across 33 US states.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Care Facilities sits in its cycle right now — and what that implies for $AVAH.

Medical - Care Facilities · Healthcare

Hospital system revenue recovery continues as elective procedure volumes normalize and commercial insurance mix improves; Medicaid rate cuts from state budget pressures and CMS site-neutral payment proposals are the margin headwinds. AI revenue cycle automation is reducing denials and accelerating reimbursement timelines, improving cash conversion for systems that adopt it.

What this means for $AVAH

Neutral — Home-based care provider specializing in pediatric and adult private duty nursing across 33 US states.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+15.9%YTD
+13.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
150%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.22$0.17+30.7%
Q1 2026May 14, 2026$0.18$0.13+38.5%
Q4 2025Mar 19, 2026$0.17$0.15+10.5%
Q3 2025Nov 6, 2025$0.15$0.08+87.5%
Next earningsThu, Nov 5·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$670.5M+13.7%32.6%11.9%$0.19—
Q1 FY26$647.9M+15.9%31.2%11.7%$0.19$-208K
Q4 FY25$662.5M+27.4%31.8%11.7%$0.88$55.2M
Q3 FY25$621.9M+22.2%32.2%9.0%$0.07$31.2M

Forward consensus

4-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.4B – $2.5B$0.58$0.56 – $0.627
FY27$2.7B$2.7B – $2.7B$0.82$0.82 – $0.838
FY28$2.9B$2.9B – $2.9B$0.91$0.90 – $0.938
FY29$3.1B$3.0B – $3.1B$1.02$0.92 – $1.086

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+44.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21J.h. Whitney Equity Partners Vii, Llc10% owner2.3M sh$25.9MSellAug 21Robert M Williams10% owner2.3M sh$25.9MSellAug 21Paul R Vigano10% owner2.3M sh$25.9MSellAug 20Rodney D WindleyDirector180.0K sh$2.1MSellAug 20Jeff ShanerCEO90.0K sh$1.0MSellAug 20J.h. Whitney Equity Partners Vii, Llc10% owner2.4M sh$27.4MSellAug 20Robert M Williams10% owner1.1M sh$13.2MSellAug 20Edwin C. ReiszChief Administrative Officer50.0K sh$575KSellAug 20Paul R Vigano10% owner1.1M sh$13.2MSellJun 30Paul R Vigano10% owner3.0M sh$24.0M
1–10 of 19

See when $AVAH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Aug 24424B4
AI summary

Aveanna Healthcare Holdings (AVAH) selling stockholders (including Whitney affiliates and current/former directors and officers) offered 15,000,000 shares at $11.75 per share, for total gross proceeds of $176,250,000; selling stockholders received $11.50/share net of the $0.25/share underwriting discount ($172,500,000 net), and Aveanna received no proceeds. RBC Capital Markets acted as underwriter; an overallotment option was granted for up to additional shares. At $11.75 vs. a prior close of $13.16, this secondary was priced at a 10.7% discount; no new dilution from the company, but market supply pressure applies.

424B4Prospectus supplement (offering)Aug 20424B4
AI summary

Selling stockholders (Bain Capital and J.H. Whitney Capital Partners affiliates) of Aveanna Healthcare Holdings are selling 15,000,000 shares of common stock at approximately the August 19, 2026 last sale price of $13.16 per share (~$197M aggregate), with Aveanna receiving none of the proceeds. After the offering, Aveanna will no longer qualify as a 'controlled company' under Nasdaq rules, though the sponsors retain significant influence. This is a PE sponsor secondary exit — not dilutive to Aveanna's capitalization but indicative of sponsor monetization at the prevailing market price.

8-KPress release / Reg FDAug 138-K — Item 7.01: Press release / Reg FD
AI summary

Aveanna Healthcare Holdings (AVAH) filed a separate 8-K on August 13, 2026 under Item 7.01 (Regulation FD), furnishing an investor presentation posted in connection with its Q2 2026 earnings. The excerpt is the filing cover page; the actual presentation slides are attached as Exhibit 99.1. This filing is made concurrently with the earnings 8-K and constitutes the Reg FD-compliant public disclosure of any material non-public information shared in investor communications.

8-KPress release / Reg FDAug 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Aveanna Healthcare Holdings (AVAH) filed an 8-K covering Items 2.02 and 7.01 on August 13, 2026, reporting second-quarter and first-half 2026 financial results and furnishing a Regulation FD investor presentation. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. The Reg FD disclosure accompanies the earnings release, consistent with Aveanna's practice of posting investor materials simultaneously with results. Aveanna provides home-based pediatric and adult healthcare services across the U.S.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

Aveanna Healthcare Holdings (AVAH) filed an 8-K on August 8, 2026 (event date August 5) under Item 5.02, reporting a change in its officers or directors. The excerpt is the cover page; the specific officer identity and transition details are in the body. Aveanna is a home health and hospice services company. This officer change filing is separate from Aveanna's August 13 earnings/Reg FD filings.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 158-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 9 other (3 routine 8-Ks · 2 10-Qs · 2 proxys · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are Investors Undervaluing Aveanna Healthcare (AVAH) Right Now?zacks.com·5d ago5 Top-Ranked Stocks Likely to Deliver Earnings Beatszacks.com·8d agoHere's Why Aveanna Healthcare (AVAH) is a Great Momentum Stock to Buyzacks.com·12d agoAveanna Healthcare Holdings Inc. (AVAH) Presents at Deutsche Bank 2026 Healthcare Summit Transcriptseekingalpha.com·13d agoAveanna Healthcare Holdings Inc. (AVAH) Hits Fresh High: Is There Still Room to Run?zacks.com·15d ago

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Voices on X · last 7 days

No standout posts about $AVAH on X in the last 7 days.

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