Shareholders will be ecstatic, with their stake up 26% over the past week following AdaptHealth Corp.'s (NASDAQ:AHCO) latest full-year results. Revenues were US$3.3b, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of US$0.61 were also better than expected, beating analyst predictions by 16%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for AdaptHealth

Taking into account the latest results, AdaptHealth's nine analysts currently expect revenues in 2025 to be US$3.27b, approximately in line with the last 12 months. Per-share earnings are expected to bounce 42% to US$0.87. In the lead-up to this report, the analysts had been modelling revenues of US$3.33b and earnings per share (EPS) of US$0.84 in 2025. So the consensus seems to have become somewhat more optimistic on AdaptHealth's earnings potential following these results.

The consensus price target rose 14% to US$12.83, suggesting that higher earnings estimates flow through to the stock's valuation as well. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values AdaptHealth at US$16.00 per share, while the most bearish prices it at US$9.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that AdaptHealth's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 0.3% growth on an annualised basis. This is compared to a historical growth rate of 27% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.1% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than AdaptHealth.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around AdaptHealth's earnings potential next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that AdaptHealth's revenue is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for AdaptHealth going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 3 warning signs we've spotted with AdaptHealth (including 1 which makes us a bit uncomfortable) .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.