Financial PerformanceACHC reported EBITDA of $187.6m on $796m of revenue, beating consensus estimates by 130bps and 140bps, respectively.
Growth ProspectsFading controversies, solid execution, and clear evidence that the growth arch is tilted decidedly higher should push both estimates and the forward valuation higher.
Regulatory DevelopmentsThe DOJ did not impose a new Corporate Integrity Agreement when it finalized the new settlement, suggesting that the DOJ found little that's material or troubling.