AdaptHealth raised 2026 revenue guidance after a major strategic partner rollout, but Q1 showed the cost of scale: elevated labor, negative free cash flow and a balance sheet that still needs refinancing execution.
AHCO: a 10M-member home-care rollout just became the margin test
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Thesis summary
AdaptHealth raised 2026 revenue guidance after a major strategic partner rollout, but Q1 showed the cost of scale: elevated labor, negative free cash flow and a balance sheet that still needs refinancing execution.
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