Concentra Group Holdings Parent Inc
NYSE:CON
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
18.71
23.8
|
| Price Target |
|
We'll email you a reminder when the closing price reaches USD.
Choose the stock you wish to monitor with a price alert.
This alert will be permanently deleted.
Concentra Group Holdings Parent Inc
Concentra Group Holdings Parent Inc., often just referred to as Concentra, thrives by specializing in occupational health services within the United States. Imagine a partner that steps in whenever a company needs to ensure its workforce remains healthy and efficient. Concentra does precisely that by offering a comprehensive suite of medical services tailored for the workplace. This includes everything from urgent care, physical therapy, and workplace wellness programs to preventative screenings. These services aren't just about treating injuries after they occur but extending beyond to prevent them in the first place, thereby ensuring minimal downtime for businesses and maximizing employee productivity.
The organization generates revenue primarily from three business lines: workers' compensation care, physical examinations, and drug testing for employers. By aligning closely with businesses, Concentra essentially positions itself as an extension of a company’s human resources and health safety departments, forming contractual agreements to provide ongoing health management services. Concentra benefits financially by establishing these prolonged relationships with corporate clients, who depend on their medical services to maintain a productive, healthy workforce. This continuity affords Concentra stable revenue streams, while their clinics, strategically placed near concentrated business hubs, ensure that they remain accessible for their day-to-day operational engagements.
Concentra Group Holdings Parent Inc., often just referred to as Concentra, thrives by specializing in occupational health services within the United States. Imagine a partner that steps in whenever a company needs to ensure its workforce remains healthy and efficient. Concentra does precisely that by offering a comprehensive suite of medical services tailored for the workplace. This includes everything from urgent care, physical therapy, and workplace wellness programs to preventative screenings. These services aren't just about treating injuries after they occur but extending beyond to prevent them in the first place, thereby ensuring minimal downtime for businesses and maximizing employee productivity.
The organization generates revenue primarily from three business lines: workers' compensation care, physical examinations, and drug testing for employers. By aligning closely with businesses, Concentra essentially positions itself as an extension of a company’s human resources and health safety departments, forming contractual agreements to provide ongoing health management services. Concentra benefits financially by establishing these prolonged relationships with corporate clients, who depend on their medical services to maintain a productive, healthy workforce. This continuity affords Concentra stable revenue streams, while their clinics, strategically placed near concentrated business hubs, ensure that they remain accessible for their day-to-day operational engagements.
Strong Revenue Growth: Revenue grew 17% year-over-year in Q3 2025, with 10.6% growth excluding the Nova acquisition.
Volume Expansion: Total patient visits per day increased 9.2%, with core (ex-Nova) visits up 3%. Workers' comp visits rose 9.8%.
Margin Stability: Adjusted EBITDA margin edged up slightly to 20.8% versus 20.7% last year, despite added public company costs.
EPS and Cash Flow: Adjusted EPS increased to $0.39 from $0.37 last year; free cash flow was $40.2 million, down due to higher interest and Nova integration expenses.
Guidance Increase: The company raised the low end of its 2025 revenue and adjusted EBITDA guidance.
M&A Integration Progress: Nova and Pivot integrations are nearly complete, with most synergies captured; focus is returning to smaller M&A deals.
Dividend and Buyback: Declared a $0.0625 per share dividend and announced a $100 million share repurchase authorization.
Confident Outlook: Management sees no major headwinds for 2026 and expects another strong year, pointing to continued growth and stable cost trends.
