Concentra's performance soars beyond expectations, with the stock price rising nearly 6% after hours

Addison, Texas - On Thursday, Concentra Group Holdings Parent, Inc. (NYSE:CON) announced its fourth-quarter adjusted earnings per share of $0.28, surpassing analyst expectations, with revenue up 15.9% year-over-year to $539.1 million.

Following the earnings release, the company’s stock surged 5.75% in after-hours trading.

As the largest occupational health service provider in the U.S. by location count, the company’s net profit reached $34.7 million, up 61.2% from $21.5 million in the same period last year.

The company’s adjusted EBITDA grew 22.9% from $77.5 million in Q4 2024 to $95.3 million. On a daily basis, patient visits increased 9.0% to 51,005, while revenue per visit rose 3.1% to $149.63.

Strong performance was driven by growth in the occupational health centers and on-site health clinics, with the latter expanding from 157 locations a year ago to 411.

For fiscal year 2026, Concentra issued guidance expecting revenue between $2.25 billion and $2.35 billion, with a midpoint of $2.3 billion, slightly below the analyst consensus of $2.31 billion. The company expects adjusted EBITDA between $450 million and $470 million, and free cash flow between $200 million and $225 million.

Management stated in the press release, “Concentra’s strong performance in 2025 lays a solid foundation for continued growth.”

The company generated $98.6 million in free cash flow this quarter, up from $77 million in the same period last year.

During this quarter, Concentra repurchased approximately 1.1 million shares for $22.4 million and announced a quarterly dividend of $0.0625 per share. At the end of the quarter, the company’s net leverage ratio was 3.4x, with cash totaling $79.9 million.

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