Concentra (CON) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, February 27, 2026 astatine 9:32 AM CST 33 min read

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Friday, February 27, 2026 astatine 9 a.m. ET

• Chief Executive Officer — Keith Newton

• Chief Financial Officer — Matt DiCannio

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Keith Newton: Thanks, Operator. Good morning, everyone. Welcome to Concentra Group Holdings Parent, Inc.'s 4th fourth 2025 net call. Hopefully, everyone had a accidental to reappraisal our prerelease that we furnished to the SEC connected January 28, which included definite operational and fiscal results for the 4th fourth and 2025 fiscal year, including visits, rate, revenue, adjusted EBITDA, nett income, and EPS, amongst others. We person nary worldly changes to study to immoderate of our antecedently released fiscal oregon operational metrics. Q4 net prerelease was published astatine the aforesaid clip arsenic our fiscal twelvemonth 2026 guidance successful our capitalist book. The elaborate capitalist publication provides a broad primer connected our concern and industry.

We admit that Concentra Group Holdings Parent, Inc. is simply a unsocial institution and truthful whitethorn necessitate further foundational accusation for immoderate investors to summation a amended knowing of our fundamentals. We touched connected everything from the diligent travel successful our centers to lawsuit worth proposition to our institution show done assorted economical cycles, to the workers’ comp ecosystem and complaint mounting mechanisms, to fiscal highlights, including currency conversion and instrumentality connected invested capital, and overmuch more. We person gotten affirmative feedback connected it frankincense acold and expect that it volition proceed to resonate with the market.

I would besides similar to adhd that we precocious completed further validation studies connected workers’ compensation claims that we treated that enactment and validate our sizeable worth proposition to our leader customers and ecosystem partners. The further studies produced beardown results accordant with our antecedently published studies. Adding the results to the antecedently published data, we present person reviewed and analyzed much than 550,000 claims from 2020 to 2025, successful concern with employers and payers, and we person recovered that the mean full workers’ compensation claims outgo for those treated by Concentra Group Holdings Parent, Inc. is 25% little than non-Concentra providers, and that the mean assertion duration is 65 less days erstwhile treated by Concentra Group Holdings Parent, Inc.

We judge our specialized objective attack and afloat integrated aesculapian exemplary thrust these beardown outcomes for injured workers and their employers. With our unmatched nationwide access, technological capabilities, information interconnectivity, and fantabulous diligent restitution metrics, which are astatine all-time highs, we proceed to beryllium to employers wherefore we are the champion solution for creating the astir worth for each their occupational wellness needs. Moving connected to our fiscal results. We had a beardown decorativeness to an wide coagulated twelvemonth for the company, exceeding the precocious extremity of the scope of our antecedently issued afloat twelvemonth 2025 guidance for some gross and adjusted EBITDA, arsenic good arsenic coming successful amended than our guidance connected leverage.