Latest news with #ViemedHealthcare
Yahoo
08-08-2025
- Business
- Yahoo
Viemed Healthcare Inc (VMD) Q2 2025 Earnings Call Highlights: Strong Organic Growth and ...
Revenue Growth: Year-over-year revenue increased by 14.7%, driven entirely by organic growth. Ventilation Business Revenue: Accounted for 54% of total revenue, with a 5% sequential increase and 11% year-over-year growth. Sleep Business Revenue: Increased to 19% of total revenue, with sleep therapy patients up 15% sequentially and 51% year-over-year. Resupply Program Growth: Up 10% sequentially and 25% year-over-year. Gross Margin: 58.3% for the quarter, compared to 59.8% in Q2 2024 and 56.3% in Q1 2025. Adjusted EBITDA: Grew 12% year-over-year to $14.3 million, with an adjusted EBITDA margin of 22.7%. SG&A Expenses: 45.7% of revenue, a 250 basis point improvement year-over-year. Cash and Liquidity: $20 million of cash on hand, $55 million available on credit facilities, and a $30 million accordion. Share Repurchase Program: Repurchased approximately 270,000 shares for $1.8 million. Full Year 2025 Guidance: Raised net revenue range to $271 million to $277 million, and adjusted EBITDA range to $59 million to $62 million. Warning! GuruFocus has detected 4 Warning Signs with VMD. Release Date: August 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Viemed Healthcare Inc (NASDAQ:VMD) reported a 14.7% year-over-year revenue increase, driven entirely by organic growth. The company has achieved 17 consecutive quarters of growth in its core in-home ventilation business. The sleep therapy segment showed significant growth, with patient count up 15% sequentially and 51% year-over-year. The acquisition of Lehan Medical Equipment expands Viemed's market into maternal health, diversifying its patient base. Viemed's adjusted EBITDA grew 12% year-over-year, reflecting strong organic growth and contributions from all business segments. Negative Points The gross margin declined year-over-year from 59.8% to 58.3%, although it showed a sequential improvement. The staffing business experienced a sequential slowdown due to softened labor demand, despite year-over-year growth. There is uncertainty regarding the potential return of competitive bidding for DME, which could impact future operations. The new NCD requires documentation and reporting of usage metrics, which could pose challenges for smaller operators. The company faces potential risks from tariffs, although no material impact has been observed yet. Q & A Highlights Q: Can you provide more details on the benefits of the vent program upgrade and exchanges from both a financial and clinical perspective? A: The financial benefits are clear as Philips bought back the vents at a price generally higher than our net book value, resulting in gains. Clinically, we received new vents with a born-on date of this year, reducing repairs and maintenance costs. These new vents have advanced features like Bluetooth connectivity, enhancing their functionality. (W. Todd Zehnder, COO) Q: What is the view of Dr. Oz and CMS on DME, given recent aggressive moves in other healthcare areas? A: The administration is focused on cost-cutting across sectors, with competitive bidding pressure coming from high levels. The industry is providing feedback to ensure a successful competitive bidding program, which doesn't have to be negative if structured correctly. (Casey Hoyt, CEO) Q: What factors contributed to the notable uptick in sleep therapy patient count? A: There are no unusual factors, but we've expanded our sleep sales staff and allowed our entire sales force to sell sleep. The growth might also be linked to increased awareness of sleep health, possibly influenced by GLP-1s. (W. Todd Zehnder, COO) Q: Can you elaborate on the quarterly revenue dynamics in the staffing business and the decline in service revenue in Q2? A: The staffing business, primarily driven by behavioral health and social service needs, depends on state appropriations. Although there was a sequential slowdown, we are optimistic about future appropriations and expect a more normalized level going forward. (Casey Hoyt, CEO) Q: How does the growth in sleep therapy patients impact the resupply program? A: There is a lag between PAP therapy patients and their transition to the resupply program, typically 3 to 6 months. With new PAP therapy setups up 72% year-over-year, we expect strong growth in the resupply program in the latter half of the year and into next year. (Trae Fitzgerald, CFO) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Miami Herald
22-07-2025
- Business
- Miami Herald
Viemed Healthcare Announces Second Quarter 2025 Earnings Conference Call Details
LAFAYETTE, LA / ACCESS Newswire / July 22, 2025 / Viemed Healthcare, Inc. (the "Company" or "Viemed") (NASDAQ:VMD), an in-home clinical care provider of post-acute respiratory healthcare equipment and services in the United States, today announced that it will host its Second Quarter 2025 Earnings Conference Call on Thursday, August 7, 2025, at 11:00 a.m. EDT. Interested parties may participate in the call by dialing: (877) 407-6176 (US Toll-Free) +1 (201) 689-8451 (International) Live Audio Webcast: Following the live call, a replay will be available in the Investor Relations section of the Company's website at ABOUT VIEMED HEALTHCARE, INC. Viemed is an in-home clinical care provider of post-acute respiratory healthcare equipment and services in the United States, including non-invasive ventilators (NIV), sleep therapy, staffing, and other complementary products and services. Viemed focuses on efficient and effective in-home treatment with clinical practitioners providing therapy, education and counseling to patients in their homes using high-touch and high-tech services. Visit our website at For further information, please contact: Investor Relationsir@ Tripp SullivanSCR Partners, LLC615-942-7077 Trae FitzgeraldChief Financial OfficerViemed Healthcare, Inc.337-504-3802 SOURCE: Viemed Healthcare, Inc.
Indianapolis Star
02-07-2025
- Business
- Indianapolis Star
Viemed Completes Acquisition of Lehan's Medical Equipment Anticipates Updating its Full Year 2025 Outlook for the Acquisition with Second Quarter 2025 Financial Results
LAFAYETTE, LA / ACCESS Newswire Viemed Healthcare, Inc. (the 'Company' or 'Viemed') (NASDAQ: VMD), an in-home clinical care provider of post-acute respiratory healthcare equipment and services in the United States, announced that it has completed the previously disclosed acquisition of Illinois-based Lehan's Medical Equipment ('Lehan') for a base purchase price of $26 million, subject to customary adjustments, plus estimated contingent payments of $2.2 million. 'We are pleased to close the acquisition of Lehan and bring this talented and highly motivated team into the Viemed family,' said Viemed Chief Executive Officer Casey Hoyt. 'Lehan's 80-year track record and brand recognition in a large and fast-growing market along with its preferred contracts and fulfillment expertise make for a powerful combination with our national scale, unique care delivery model and existing payer relationships to serve a broader patient population.' In 2024, Lehan generated net revenues of approximately $25.7 million and Adjusted EBITDA of approximately $7.4 million. See 'Non-GAAP Financial Measures' for a discussion of Adjusted EBITDA. Viemed funded the acquisition through a combination of cash on hand and borrowings from its existing credit facilities. Viemed anticipates increasing its previously issued full-year 2025 guidance range to account for the expected contribution from this acquisition when it reports earnings results for the quarter ended June 30, 2025. Lehan's Medical Equipment is a healthcare provider offering home medical equipment and products for women's health, including breast pumps. The organization specializes in promoting wellness through a variety of healthcare services. Lehan also provides rental, sales, and resupply of CPAPs and other respiratory devices, as well as sales of other medical equipment. Lehan currently has three full-service locations in the Northern Illinois area and three sleep/CPAP set up locations in the West Chicagoland area, including one in Wisconsin. ABOUT VIEMED HEALTHCARE, INC. Viemed is an in-home clinical care provider of post-acute respiratory healthcare equipment and services in the United States, including non-invasive ventilators (NIV), sleep therapy, staffing, and other complementary products and services. Viemed focuses on efficient and effective in-home treatment with clinical practitioners providing therapy, education and counseling to patients in their homes using high-touch and high-tech services. Visit our website at For further information, please contact: Investor Relations ir@ Tripp Sullivan SCR Partners, LLC 615-942-7077 Trae Fitzgerald Chief Financial Officer Viemed Healthcare, Inc. 337-504-3802 Forward-Looking Statements Certain statements contained in this press release may constitute 'forward-looking statements' within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 or 'forward-looking information' as such term is defined in applicable Canadian securities legislation (collectively, 'forward-looking statements'). Often, but not always, forward-looking statements can be identified by the use of words such as 'plans', 'expects', 'is expected', 'budget', 'potential', 'scheduled', 'estimates', 'forecasts', 'intends', 'anticipates', 'believes', 'projects', or the negatives thereof or variations of such words and phrases or statements that certain actions, events or results 'will', 'should', 'may', 'could', 'would', 'might' or 'will be taken', 'occur' or 'be achieved' or the negative of these terms or comparable terminology. All statements other than statements of historical fact, including those that express, or involve discussions as to, expectations, beliefs, plans, objectives, assumptions or future events or performance, including the Company's expectations about its acquisition of Lehan's Medical Equipment, such as contingent payments, anticipated benefits, and anticipated updates to the Company's 2025 financial guidance are not historical facts and may be forward-looking statements and may involve estimates, assumptions and uncertainties that could cause actual results or outcomes to differ materially from those expressed in the forward-looking statements. Such statements reflect the Company's current views and intentions with respect to future events, and current information available to the Company, and are subject to certain risks, uncertainties and assumptions. Many factors could cause the actual results, performance or achievements that may be expressed or implied by such forward-looking statements to vary from those described herein should one or more of these risks or uncertainties materialize. These factors include, without limitation: the general business, market and economic conditions in the regions in which the we operate; significant capital requirements and operating risks that we may be subject to; our ability to implement business strategies and pursue business opportunities; volatility in the market price of our common shares; the state of the capital markets; the availability of funds and resources to pursue operations; inflation; reductions in reimbursement rates and audits of reimbursement claims by various governmental and private payor entities; dependence on few payors; possible new drug discoveries; dependence on key suppliers; granting of permits and licenses in a highly regulated business; competition; disruptions in or attacks (including cyber-attacks) on our information technology, internet, network access or other voice or data communications systems or services; the evolution of various types of fraud or other criminal behavior to which we are exposed; difficulty integrating newly acquired businesses; the impact of new and changes to, or application of, current laws and regulations; the overall difficult litigation and regulatory environment; increased competition; increased funding costs and market volatility due to market illiquidity and competition for funding; critical accounting estimates and changes to accounting standards, policies, and methods used by us; and the occurrence of natural and unnatural catastrophic events or health epidemics or concerns, and claims resulting from such events or concerns, as well as other general economic, market and business conditions; and other factors beyond our control; as well as those risk factors discussed or referred to in the Company's disclosure documents filed with the U.S. Securities and Exchange Commission (the 'SEC') available on the SEC's website at including the Company's most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q, and with the securities regulatory authorities in certain provinces of Canada available at Should any factor affect the Company in an unexpected manner, or should assumptions underlying the forward-looking statements prove incorrect, the actual results or events may differ materially from the results or events predicted. Any such forward-looking statements are expressly qualified in their entirety by this cautionary statement. Moreover, the Company does not assume responsibility for the accuracy or completeness of such forward-looking statements. The forward-looking statements included in this press release are made as of the date of this press release and the Company undertakes no obligation to publicly update or revise any forward-looking statements, other than as required by applicable law. Non-GAAP Financial Measures This press release refers to 'Adjusted EBITDA' which is a non-GAAP financial measure that does not have a standardized meaning prescribed by U.S. GAAP. The Company's presentation of Adjusted EBITDA may not be comparable to similarly titled measures used by other companies. Adjusted EBITDA is defined as net income (loss) before interest expense, income tax expense (benefit), depreciation and amortization, and other adjustments, including adjustments relating to the proposed acquisition of Lehan. Company management believes Adjusted EBITDA provides helpful information to analyze Lehan's operating performance, including a view of Lehan's business that is not dependent on the impact of Lehan's capitalization structure and the exclusion of items that are not part of Lehan's recurring operations, including the impacts of the Company's proposed acquisition of Lehan. Accordingly, Company management believes that Adjusted EBITDA provides useful information in understanding and evaluating Lehan's historical operating performance in the same manner as it analyzes the Company's operating performance. SOURCE: Viemed Healthcare, Inc.
Yahoo
04-06-2025
- Business
- Yahoo
3 Growth Companies With Insider Stakes As High As 20%
The market has been flat over the last week but is up 13% over the past year, with earnings forecast to grow by 14% annually. In this environment, stocks with significant insider ownership can be appealing as they often indicate confidence from those closest to the company's operations and potential for growth. Name Insider Ownership Earnings Growth Atour Lifestyle Holdings (NasdaqGS:ATAT) 22.7% 24.1% Super Micro Computer (NasdaqGS:SMCI) 16.2% 39.1% Duolingo (NasdaqGS:DUOL) 14.3% 39.9% FTC Solar (NasdaqCM:FTCI) 27.9% 62.5% Credo Technology Group Holding (NasdaqGS:CRDO) 12.1% 45% Astera Labs (NasdaqGS:ALAB) 15.1% 44.4% Prairie Operating (NasdaqCM:PROP) 34.2% 71.1% Enovix (NasdaqGS:ENVX) 12.1% 58.4% Hesai Group (NasdaqGS:HSAI) 21.3% 45.5% ARS Pharmaceuticals (NasdaqGM:SPRY) 14.3% 60.6% Click here to see the full list of 190 stocks from our Fast Growing US Companies With High Insider Ownership screener. Here's a peek at a few of the choices from the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Viemed Healthcare, Inc. operates in the United States, offering home medical equipment and post-acute respiratory healthcare services, with a market cap of $259.28 million. Operations: The company generates revenue of $232.79 million from its Sleep and Respiratory Disorders Sector. Insider Ownership: 12.8% Viemed Healthcare exhibits strong growth potential with earnings forecasted to grow 26.2% annually, outpacing the US market. Recent earnings reports show increased sales and net income, with Q1 2025 sales at US$59.13 million and net income at US$2.63 million, reflecting solid performance year-over-year. Despite significant insider selling in the past quarter, insider buying has outweighed it recently, indicating confidence in future prospects amidst raised revenue guidance for 2025 up to US$265 million. Click to explore a detailed breakdown of our findings in Viemed Healthcare's earnings growth report. In light of our recent valuation report, it seems possible that Viemed Healthcare is trading behind its estimated value. Simply Wall St Growth Rating: ★★★★★☆ Overview: United States Antimony Corporation is involved in the production and sale of antimony, zeolite, and precious metals in the United States and Canada, with a market cap of $298.35 million. Operations: The company generates revenue from its antimony segment at $15.43 million and its zeolite segment at $3.43 million. Insider Ownership: 17.6% United States Antimony is positioned for substantial growth, with revenue expected to increase by 50.8% annually, surpassing the US market's average. The company recently reported a significant rise in Q1 sales to US$7 million and turned profitable with a net income of US$0.55 million compared to last year's loss. Despite recent share price volatility and no significant insider trading activity, analysts anticipate an 85.6% stock price increase, reflecting optimism about future profitability within three years. Click here and access our complete growth analysis report to understand the dynamics of United States Antimony. Insights from our recent valuation report point to the potential overvaluation of United States Antimony shares in the market. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Youdao, Inc. is an internet technology company offering online services in content, community, communication, and commerce in China with a market cap of approximately $1.07 billion. Operations: The company's revenue is primarily derived from Learning Services (CN¥2.63 billion), Online Marketing Services (CN¥1.99 billion), and Smart Devices (CN¥912.97 million). Insider Ownership: 20.4% Youdao's earnings are forecast to grow at 35.7% annually, outpacing the US market average of 14.4%, while revenue growth is expected at 11.3% per year, slightly above the market rate. Despite becoming profitable this year, debt coverage by operating cash flow remains inadequate. No insider trading activity was noted recently, but a share buyback of 6.19% for US$33.8 million has been completed since November 2022, indicating confidence in long-term growth prospects. Delve into the full analysis future growth report here for a deeper understanding of Youdao. Our valuation report unveils the possibility Youdao's shares may be trading at a premium. Get an in-depth perspective on all 190 Fast Growing US Companies With High Insider Ownership by using our screener here. Looking For Alternative Opportunities? Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years. Companies discussed in this article include NasdaqCM:VMD NYSEAM:UAMY and NYSE:DAO. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
05-05-2025
- Business
- Yahoo
Jim Cramer on Viemed Healthcare (VMD): 'Interesting, But I'm a ResMed Guy'
We recently published a list of . In this article, we are going to take a look at where Viemed Healthcare, Inc. (NASDAQ:VMD) stands against other stocks that Jim Cramer discussed. On Thursday's episode of Mad Money, Jim Cramer voiced his exasperation over the skepticism surrounding AI infrastructure as he stated that it was never backed by solid evidence to begin with. He expressed frustration that so many investors had been misled into believing that the AI infrastructure boom had somehow stalled. 'Earnings season, it's a pain in the neck. It's convoluted stuff coming at you from all different directions. Loss of sleep, just a total time suck and I love it. I love it because it clears things up. The false narratives are exposed. You can go back to playing offense, not defense. And few false narratives have gone as far as this story about the end of data center spending.' READ ALSO: 8 Stocks on Jim Cramer's Radar Recently and Jim Cramer Listed 20 Best Performing Stocks of the Last 20 Years According to Cramer, the story took root back on January 27th, 'DeepSeek Monday,' when a Chinese company said that they developed a generative AI model requiring significantly fewer computing resources than industry leaders. He added: 'All the previously red-hot AI infrastructure stocks were immediately crushed. You know what? They never really recovered.' Cramer questioned how the doubt could have been spread so easily. He pointed to the media's role and wondered whether reporters asked the right questions or enough questions at all. He criticized the consistent spotlight given to bearish voices, many of whom had clear financial motives. As per Cramer, some of these commentators failed to disclose that they had short positions across the AI sector. He accused them of putting profits ahead of facts as he noted that too much money was at stake for them to let reality interfere with their narrative. He added: 'I know it may be hard to believe that huge companies with tens of billions of dollars to spend actually keep funneling that money to the data center suppliers… but that's exactly what's happening, and I think it's not too late to own a lot of the members of the complex. Even as I expect that if we wait a few days, the bears will be out again… They just can't stop trying to make money at your expense.' For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on April 30 and May 1. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A patient receiving oxygen concentrator treatment for chronic obstructive pulmonary disease. Number of Hedge Fund Holders: 14 Upon a caller's inquiry about Viemed Healthcare, Inc. (NASDAQ:VMD), Cramer said in response: 'Very interesting. And you know, look, I'm a Resmed guy. I don't know VieMed well enough, but I'm glad you, look, you've done the work. I've not. It's from Lafayette, Louisiana, interesting company.' Viemed Healthcare (NASDAQ:VMD) provides respiratory care and home medical equipment, including ventilators and oxygen therapy, with services focused on managing conditions like COPD and sleep apnea. It also offers sleep testing and healthcare staffing. As per the company's full year 2025 guidance, net revenue is projected to fall between $254 million and $265 million. Adjusted EBITDA for the same period is expected to range from $54 million to $58 million. Overall, VMD ranks 13th on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of VMD as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VMD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
