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Pediatrix Medical Group (MX:MD)
:MD
Mexico Market
EarningsQ2 2026 Earnings Report

Pediatrix Medical Group (MD) Q2 2026 Earnings Report

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MX:MD Q2 2026 EPS Results

Actual EPS$10.80
Consensus EPS$10.13
Beat/MissBeat by +$0.67
One Year Ago EPS$9.09

MX:MD Q2 2026 Revenue Results

Actual Revenue$8.36B
Expected Revenue$8.20B
Beat/MissBeat by +$159.39M
YoY Revenue Growth+4.04%

Earnings Announcement Details

QuarterQ2 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
MX:MD Upcoming Earnings
Pediatrix Medical Group's next earnings date is estimated for October 29, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:MD Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 04, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented several meaningful positives: solid adjusted EBITDA ($76M), reaffirmed full-year guidance ($280M–$300M), improved payer mix and pricing, a strong balance sheet with $289M cash and low leverage (~1x), ongoing share buybacks, and strategic expansion into telehybrid services leveraging a large national footprint. Offsetting these positives are modest volume declines (same-unit volumes down 2%, NICU days down 3%), lower operating cash flow YoY, higher practice-level SW&B and G&A (including executive transition costs), and management’s expectation that the favorable RCM collections tailwind will ease in H2 2026. Overall, the call emphasized financial strength, disciplined capital allocation and strategic growth initiatives while acknowledging near-term volume and expense headwinds.
Company Guidance
Management reaffirmed full‑year 2026 adjusted EBITDA guidance of $280–$300 million (Q2 adjusted EBITDA was $76 million) and said results should be fairly ratable in Q3 and Q4; using the midpoint, net debt of just over $295 million implies leverage of just above 1x. Liquidity and capital deployment metrics include cash of $289 million, total debt of $584 million, share repurchases of just under 2 million in the quarter (7 million since August 2025) and shares outstanding down to ~81 million from 87 million a year ago. Operational drivers cited: consolidated revenue +4% (same‑unit +2%), same‑unit pricing +4% (driven ~95% by RCM collections, payer mix and acuity), payer mix +135 bps YoY (+120 bps vs Q1), same‑unit volumes −2% with NICU days down 3%, accounts receivable DSO 42.5 days (down ~4 days YoY), and operating cash flow of $126 million (vs. $138 million prior year). On costs, Q2 G&A was $5.8 million, full‑year G&A is expected to be $230–$240 million (likely toward the high end), salary growth is tracking ~3–3.5%, and management expects the RCM collections tailwind to dissipate in H2 while acuity and payer mix remain supportive.
Strong Adjusted EBITDA and Reaffirmed Full-Year Outlook
Adjusted EBITDA of $76 million in Q2 2026; company reaffirmed full-year 2026 adjusted EBITDA guidance of $280 million to $300 million.
Revenue and Pricing Momentum
Consolidated revenue increased 4% year-over-year, driven by non-same-unit activity and 2% same-unit growth; same-unit pricing rose 4%, driven primarily by improved RCM collections, favorable payer mix and higher acuity.
Improved Payer Mix and Acuity
Payer mix improved by 135 basis points year-over-year and by 120 basis points sequentially; management reported a continuing rise in patient acuity (noted as a positive pricing driver).
Strong Balance Sheet and Shareholder Returns
Cash balance of $289 million, total debt of $584 million, net debt of ~ $295 million; leverage ~1x on midpoint of guidance; repurchased just under 2 million shares in the quarter (7 million repurchased since Aug 2025) reducing shares outstanding to 81 million from 87 million a year ago.
Operational Finance and Collections Improvements
Accounts receivable DSO at 42.5 days, down ~4 days year-over-year, reflecting improved cash collections at existing units; other non-operating expense decreased to $2.9 million from $4.9 million YoY (lower interest expense and higher interest income).
Strategic Growth Initiatives and Differentiated Footprint
Progress on telehybrid services and OBH expansion; largest multistate footprint with over 170 MFMs and clinicians in 360+ NICUs across 32 states, positioning company to expand women's and children's care and telemedicine-linked physical services.

MX:MD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 29, 2026
2026 (Q3)
11.14 / -
11.487
2026 (Q2)
10.13 / 10.80
9.08718.87% (+1.71)
2026 (Q1)
6.51 / 7.54
5.65833.33% (+1.89)
2025 (Q4)
9.22 / 8.57
8.744-1.96% (-0.17)
2025 (Q3)
7.97 / 11.49
7.54452.27% (+3.94)
2025 (Q2)
7.29 / 9.09
5.82955.88% (+3.26)
2025 (Q1)
4.15 / 5.66
3.42965.00% (+2.23)
2024 (Q4)
6.29 / 8.74
5.48659.38% (+3.26)
2024 (Q3)
6.31 / 7.54
5.48637.50% (+2.06)
2024 (Q2)
5.37 / 5.83
6.686-12.82% (-0.86)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed