Latest news with #ASCs
Yahoo
23-06-2025
- Business
- Yahoo
5 Revealing Analyst Questions From Tenet Healthcare's Q1 Earnings Call
Tenet Healthcare delivered first quarter results that exceeded Wall Street's expectations, prompting a significant positive market reaction. Management attributed the outperformance to improved labor efficiency, strong patient demand, and disciplined cost controls across its hospital and ambulatory segments. CEO Saumya Sutaria noted, 'Same facility revenues grew 6.8% in the first quarter and were highlighted by a 12% growth in total joint replacements in the ASCs over the prior year.' Executives also cited a favorable payer mix and increased patient acuity, particularly within its hospital operations, as contributors to margin expansion and earnings growth. Is now the time to buy THC? Find out in our full research report (it's free). Revenue: $5.22 billion vs analyst estimates of $5.15 billion (2.7% year-on-year decline, 1.3% beat) Adjusted EPS: $4.36 vs analyst estimates of $3.13 (39.2% beat) Adjusted EBITDA: $1.16 billion vs analyst estimates of $995.3 million (22.3% margin, 16.9% beat) The company reconfirmed its revenue guidance for the full year of $20.8 billion at the midpoint Management raised its full-year Adjusted EPS guidance to $12.56 at the midpoint, a 2.2% increase EBITDA guidance for the full year is $4.08 billion at the midpoint, in line with analyst expectations Operating Margin: 18.1%, down from 61.2% in the same quarter last year Same-Store Sales rose 2.9% year on year (1.8% in the same quarter last year) Market Capitalization: $15.61 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Stephen Baxter (Wells Fargo) asked about any nonrecurring items in Q1 and the drivers of higher revenue per case at USPI. CEO Saumya Sutaria cited improved contracting, higher acuity, and service mix changes, with no material one-time items beyond Medicaid supplementals. Greg Hinenbach (Morgan Stanley Investment) questioned the M&A pipeline for ambulatory centers. Sutaria responded that the pipeline remains healthy and the company expects to meet or exceed its $250 million investment target, focusing on centers that support service diversification. Joanna Gajuk (Bank of America) inquired about margin outperformance in the hospital segment. Sutaria and CFO Sun Park attributed it to expense discipline, operational efficiencies, and improved staffing, rather than any unusual items. Ryan Langston (TD Cowen) asked about further potential for labor cost improvements. Sutaria explained the focus is now on retention and recruitment, stating contract labor is at a sustainable level, with future gains expected from building a stable workforce. Ben Hendrix (RBC Capital Markets) sought clarity on the persistence of strong ambulatory rate growth. Sutaria indicated continued momentum is expected as the company shifts to higher-acuity procedures and leverages payer contracting advantages. In coming quarters, our team will be watching (1) the pace of new ambulatory center openings and the impact of M&A activity on segment growth, (2) ongoing progress in labor recruitment and retention strategies as Tenet seeks to limit wage pressure and maintain care quality, and (3) any developments in federal healthcare policy or reimbursement models that could affect hospital and ASC operations. We will also monitor execution on capital deployment priorities, including share repurchases and debt management. Tenet Healthcare currently trades at $168.01, up from $123.77 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
Yahoo
23-05-2025
- Business
- Yahoo
Endoscopy Devices Global Market Overview 2021-2030 with Forecasts 2024-2030 - Rise of Ambulatory Surgical Centers and Disposable Endoscopes Boost Market Expansion
This global report on Endoscopy Devices analyzes the market based on product, application, and end-user for the period 2021-2030 with projections from 2024 to 2030 in terms of value in US$. In addition to providing profiles of major companies operating in this space, the latest corporate and industrial developments have been covered to offer a clear panorama of how and where the market is progressing. Endoscopy Devices Market Dublin, May 23, 2025 (GLOBE NEWSWIRE) -- The "Endoscopy Devices - A Global Market Overview" report has been added to global endoscopy devices market size is estimated at US$59 billion in 2024 and projected to reach US$89 billion by 2030, growing at a CAGR of 7.1%. This global report on Endoscopy Devices analyzes the market based on product, application, and end-user for the period 2021-2030 with projections from 2024 to 2030 in terms of value in US$. In addition to providing profiles of major companies operating in this space, the latest corporate and industrial developments have been covered to offer a clear panorama of how and where the market is progressing. Market growth is driven by aging populations, rising chronic diseases, and technological advancements such as wireless capsule endoscopes, robotic assistance, and AI integration. The shift toward minimally invasive procedures, increasing use of disposable endoscopes, and expansion of Ambulatory Surgical Centers (ASCs) are further fueling demand. Enhanced imaging, faster recovery, and government healthcare investments are making endoscopy a key tool in early diagnosis and cost-effective patient care globally. North America dominates the global endoscopy devices market, with an estimated 40.3% share in 2024, owing to advanced healthcare infrastructure, high adoption of minimally invasive procedures, robust R&D, and the presence of key players like Medtronic and Boston Scientific. The United States leads the regional market due to widespread chronic diseases, an early diagnosis focus, and favorable reimbursement Pacific is the fastest-growing region, expected to register a CAGR of 8.4% from 2024 to 2030. Growth in this region is attributed to rising healthcare investments, expanding medical tourism, and increasing demand for cost-effective endoscopic solutions. Countries like China and India benefit from local manufacturing, growing disease burden, and improving healthcare infrastructure, making the region a hotspot for market Devices Market Analysis by ProductThe endoscope segment led the endoscopy devices market by product, accounting for a 37.9% share in 2024, due to rising endoscopic procedures and preference for flexible, lightweight, and disposable models that improve safety and precision. Imaging technological advancements such as HD, 3D, and Narrow Band Imaging (NBI), alongside the integration of AI and robotics, have improved diagnostic precision and broadened clinical uses. Single-use endoscopes are becoming more popular due to their benefits in infection control and cost-effectiveness. Endoscopes play a crucial role in the diagnosis and treatment of complex conditions such as cancer and gastrointestinal the other hand, the endoscopy visualization systems segment is expected to experience rapid growth with a CAGR of 7.8% from 2024 to 2030, driven by developments in 4K resolution, high-definition imaging, and 3D visualization, all of which enhance real-time diagnostics during minimally invasive procedures. The incorporation of cloud-based systems and specialized imaging tools further facilitates market expansion, positioning visualization systems as essential for improving procedural results and quality of Devices Market Analysis by ApplicationGastrointestinal endoscopy is the largest application market for endoscopy devices, capturing a 31.4% share in 2024 and is also projected to register the fastest growth rate at a CAGR of 7.9% from 2024 to 2030. This growth is fueled by the rising global incidence of gastrointestinal diseases such as colorectal cancer, inflammatory bowel disease (IBD), and GI bleeding. Procedures such as colonoscopy, gastroscopy, and ERCP are widely performed due to their accuracy and minimally invasive segment gains from technological advancements, including high-definition imaging, AI integration, and enhanced scope flexibility, which support early diagnosis and treatment. Rising awareness of preventive care, a growing elderly population, and patient preference for outpatient procedures with quick recovery further drive demand. Additionally, improving healthcare systems and higher screening rates in emerging markets contribute to the segment's rapid Devices Market Analysis by End-UserIn 2024, the hospitals and clinics segment dominates the endoscopy devices market by end-user with a 51.5% share, owing to their advanced infrastructure, specialized staff, and comprehensive endoscopy suites, which capable of handling complex procedures. These facilities manage high patient volumes across both inpatient and outpatient settings, driving demand for advanced equipment like HD visualization systems and robotic endoscopy platforms. Supportive reimbursement policies, rising government healthcare investments, and the growing burden of chronic diseases further support this segment's Ambulatory Surgical Centers (ASCs) are projected to witness the fastest growth, with a CAGR of 8.4% during 2024-2030, driven by the global shift toward outpatient care, increased preference for minimally invasive procedures, and the availability of compact, ASC-friendly devices such as disposable endoscopes and wireless imaging tools. ASCs offer cost-effective, efficient care with shorter recovery times, making them increasingly attractive to both patients and healthcare Attributes: Report Attribute Details No. of Pages 278 Forecast Period 2024 - 2030 Estimated Market Value (USD) in 2024 $58.8 billion Forecasted Market Value (USD) by 2030 $88.8 billion Compound Annual Growth Rate 7.1% Regions Covered Global Key Market Players Advanced Endoscopy Devices Arthrex, Inc. B. Braun SE Boston Scientific Corporation CONMED Corporation Cook Medical LLC FUJIFILM Corporation HOYA Corporation Intuitive Surgical, Inc. Johnson & Johnson KARL STORZ SE & Co. KG Laborie Medical Technologies, Inc. Medtronic plc Olympus Corporation Richard Wolf GmbH Smith & Nephew plc Steris plc Stryker Corporation Endoscopy Devices Market by Geographic Region North America (The United States, Canada, and Mexico) Europe (Germany, France, the United Kingdom, Italy, Spain, and Rest of Europe) Asia-Pacific (Japan, China, India, South Korea, and Rest of Asia-Pacific) South America (Brazil, Argentina, and Rest of South America) Rest of World Endoscopy Devices Market by Product Endoscopes Visualization Systems Visualization Components Other Devices (Access Devices, Energy Systems, Hand Instruments, Suction & Irrigation Systems, Snares, Wound Retractors, and others) Endoscopy Devices Market by Application Gastrointestinal Endoscopy Laparoscopy Urology Endoscopy Arthroscopy ENT Endoscopy Gynecology Endoscopy Neurology Endoscopy Other Applications (Including Laryngoscopy, Mediastinoscopy, Otoscopy, Bronchoscopy, and Sigmoidoscopy) Endoscopy Devices Market by End-user Hospitals and Clinics Ambulatory Surgical Centers (ASCs) Other End-Users (Including Diagnostic Centers and Specialty Clinics) Key Metrics Historical Period: 2021-2023 Base Year: 2024 Forecast Period: 2024-2030 Units: Value market in US$ Companies Mentioned: 17 For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Endoscopy Devices Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
