Savvy Trades and Investments

[researcher59]

MD +3.53 to 20.50 after a very strong Q3 earnings report. I just sold my last shares this afternoon but hope to buy back lower. This was a great find by you in May of last year, now up 170% since. Too bad that you seldom hold on to stocks long term !

Thanks for bringing MD to the board !

briefing -

Pediatrix Medical Group beats by $0.20, beats on revs; raises FY25 adjusted EBITDA guidance (16.97 ) :
Reports Q3 (Sep) earnings of $0.67 per share, excluding non-recurring items, $0.20 better than the FactSet Consensus of $0.47; revenues fell 3.6% year/year to $492.9 mln vs the $476.44 mln FactSet Consensus.
Same-unit revenue from net reimbursement-related factors increased by 7.6 percent for the 2025 third quarter as compared to the prior-year period. This increase primarily reflects continued improvements in collection activity, higher patient acuity in the Company's hospital-based practices, primarily in neonatology, increases in administrative fees from hospital partners and a slightly favorable shift in payor mix.
Adjusted EBITDA, which is defined as net income before interest, taxes, depreciation and amortization, transformational and restructuring related expenses, and net gain on investments in divested businesses, was $87.3 million for the 2025 third quarter, compared to $60.2 million for the prior-year period. The increase in Adjusted EBITDA was primarily due to net favorable impacts from same-unit results and practice disposition activity.
Pediatrix is raising its full year 2025 outlook for Adjusted EBITDA, as defined above, and now anticipates Adjusted EBITDA will likely be in a range of $270 million to $290 million.