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AMN Healthcare Services Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | $0.190 |
| EPS actual | $0.390 |
| EPS Surprise | 105.26% |
| Revenue estimate | 723.727M |
| Revenue actual | 634.496M |
| Revenue Surprise | -12.33% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.170 |
| EPS actual | $0.300 |
| EPS Surprise | 76.47% |
| Revenue estimate | 639.642M |
| Revenue actual | 658.175M |
| Revenue Surprise | 2.90% |
| Release date | May 08, 2025 |
| EPS estimate | $0.190 |
| EPS actual | $0.450 |
| EPS Surprise | 136.84% |
| Revenue estimate | 670.077M |
| Revenue actual | 689.533M |
| Revenue Surprise | 2.90% |
| Release date | Feb 20, 2025 |
| EPS estimate | $0.520 |
| EPS actual | $0.750 |
| EPS Surprise | 44.23% |
| Revenue estimate | 694.377M |
| Revenue actual | 734.709M |
| Revenue Surprise | 5.81% |
Last 4 Quarters for AMN Healthcare Services
Below you can see how AMN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 20, 2025 |
| Price on release | $25.84 |
| EPS estimate | $0.520 |
| EPS actual | $0.750 |
| EPS surprise | 44.23% |
| Date | Price |
|---|---|
| Feb 13, 2025 | $23.37 |
| Feb 14, 2025 | $23.42 |
| Feb 18, 2025 | $23.07 |
| Feb 19, 2025 | $23.84 |
| Feb 20, 2025 | $25.84 |
| Feb 21, 2025 | $27.58 |
| Feb 24, 2025 | $26.87 |
| Feb 25, 2025 | $26.18 |
| Feb 26, 2025 | $25.96 |
| 4 days before | 10.57% |
| 4 days after | 0.464% |
| On release day | 6.73% |
| Change in period | 11.08% |
| Release date | May 08, 2025 |
| Price on release | $20.33 |
| EPS estimate | $0.190 |
| EPS actual | $0.450 |
| EPS surprise | 136.84% |
| Date | Price |
|---|---|
| May 02, 2025 | $21.24 |
| May 05, 2025 | $19.88 |
| May 06, 2025 | $19.58 |
| May 07, 2025 | $19.61 |
| May 08, 2025 | $20.33 |
| May 09, 2025 | $22.00 |
| May 12, 2025 | $22.63 |
| May 13, 2025 | $21.67 |
| May 14, 2025 | $21.77 |
| 4 days before | -4.28% |
| 4 days after | 7.08% |
| On release day | 8.21% |
| Change in period | 2.50% |
| Release date | Aug 07, 2025 |
| Price on release | $16.92 |
| EPS estimate | $0.170 |
| EPS actual | $0.300 |
| EPS surprise | 76.47% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $17.85 |
| Aug 04, 2025 | $17.43 |
| Aug 05, 2025 | $17.49 |
| Aug 06, 2025 | $17.22 |
| Aug 07, 2025 | $16.92 |
| Aug 08, 2025 | $17.24 |
| Aug 11, 2025 | $16.49 |
| Aug 12, 2025 | $17.64 |
| Aug 13, 2025 | $18.64 |
| 4 days before | -5.21% |
| 4 days after | 10.17% |
| On release day | 1.89% |
| Change in period | 4.43% |
| Release date | Nov 06, 2025 |
| Price on release | $18.43 |
| EPS estimate | $0.190 |
| EPS actual | $0.390 |
| EPS surprise | 105.26% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $19.69 |
| Nov 03, 2025 | $19.58 |
| Nov 04, 2025 | $19.70 |
| Nov 05, 2025 | $20.63 |
| Nov 06, 2025 | $18.43 |
| Nov 07, 2025 | $17.87 |
| Nov 10, 2025 | $17.31 |
| Nov 11, 2025 | $16.85 |
| Nov 12, 2025 | $16.59 |
| 4 days before | -6.40% |
| 4 days after | -9.98% |
| On release day | -3.04% |
| Change in period | -15.74% |
AMN Healthcare Services Earnings Call Transcript Summary of Q3 2025
AMN Healthcare reported Q3 2025 revenue of $634 million, beating the high end of guidance by $9 million. Adjusted EBITDA was $57.5 million (9.1% of revenue). Demand softened in Q2 but recovered moderately in Q3, with travel nurse extensions rebounding and winter orders slightly better than prior year. Labor Disruption (strike-related) activity contributed roughly $12 million to Nurse & Allied revenue in Q3 and AMN expects about $100 million of Labor Disruption revenue in Q4, which lowers reported margins in the quarter. Management expects Nurse & Allied revenue to be up low-single-digits year-over-year in Q4 (or down ~6–8% excluding Labor Disruption) and Physician & Leadership to be down sequentially ~6% (seasonality). Technology & Workforce revenue is down due to the Smart Square sale and client transitions. Consolidated Q4 guidance: revenue $715–730 million (includes ~ $100M Labor Disruption), gross margin 25.5%–26.0%, SG&A ~20%–20.5% of revenue (includes ~$5M strike-related costs), and adjusted EBITDA margin 6.8%–7.3%. Excluding Labor Disruption, management expects consolidated gross margin to be ~100 bps higher and suggests ex-strike adjusted EBITDA margin in the mid-6% range. AMN completed a debt refinancing in October that extended maturities and improved financial flexibility (net leverage ~3.3x at quarter end). Management sees improving mix tailwinds into 2026 (international nurse placements, leadership/search, a recovering VMS), higher client satisfaction (700 bps YoY improvement in NPS), doubled fill rate in their vendor-neutral program, and cautious but more rational competition. Key risks include pricing pressure in language services and ongoing margin compression from revenue mix and seasonality.
