Hospitalogy September 5, 2024
Today concludes my series on public hospital operator Q2 performance. Specifically we’re taking a dive into comparable performance across all 5 publicly traded peers.
In case you’ve missed my past several sends, the trend in the table below is abundantly clear: publicly traded hospitals are enjoying a nice season of margin recovery, as every single hospital operator saw adjusted EBITDA and net income margin expansion. Same-facility metrics continue to hold strong – and remember, Q2 2023 was when the elevated utilization trend really kicked in, so these results are pretty telling. Meanwhile, average length of stay dropped across all operators, signaling more capacity in the post-acute space.
The table below depicts year-over-year growth for various key metrics during Q2 2024...
Today's Sponsors
Today's Sponsor