AdaptHealth (AHCO) Q2 FY26 earnings call

AdaptHealth streamlined its portfolio by divesting its Diabetes Health business and noncore Wellness-at-Home products, aiming for a focused Sleep and Respiratory core. Despite strong organic revenue growth, the company faces significant profitability challenges from its West Coast capitated contract and an unexpected manufacturer price increase, leading to a reset of its full-year outlook. Management is leveraging technology and operational efficiencies to mitigate these headwinds and improve long-term profitability.