Dafinchi AI

EHAB

Healthcare

Adjusted free cash flow year-to-date was $27.8 million with a 51.9% conversion rate, and debt was reduced by $10.5 million in the quarter.
Consolidated adjusted EBITDA was $26.9 million, up 6.7% year-over-year and 0.7% sequentially, with margin expanding 40 basis points to 10.1%.
Consolidated net revenue for Q2 2025 was $266.1 million, up 2.1% year-over-year and 2.4% sequentially.
Home health adjusted EBITDA was $39.3 million, up 2.6% sequentially but down 190 basis points in margin year-over-year due to mix shift.
Home health revenue was $205.9 million, down 2.0% year-over-year but up 2.6% sequentially, with volumes increasing 0.5% year-over-year and 2.1% sequentially.
Hospice revenue grew 19.4% year-over-year to $60.2 million, with adjusted EBITDA increasing 53.8% and margin expanding by 520 basis points to 23.3%.
Net debt to adjusted EBITDA leverage ratio improved to 4.3x from 5.1x in the prior year quarter.

VTRS

Healthcare

Adjusted gross margin was 56.6%, impacted by Indore and price regulations in Japan.
Emerging markets grew about 1%, driven by Turkey, emerging Asia, and stabilization in Korea.
Europe grew about 2% with brands up 3%, led by EpiPen, CREON, and Brufen.
Excluding the $160 million impact from the Indore facility, operational revenue grew approximately 3%.
Free cash flow was $167 million, or $241 million excluding transaction-related costs.
Greater China showed strong 9% growth, benefiting from proactive patient choice and timing of customer purchasing.
North America declined 11% mainly due to the Indore impact and competition on Wixela.
Operating expenses decreased due to cost-saving initiatives, primarily in SG&A.
Viatris reported total revenues of $3.58 billion for Q2 2025, down approximately 2% year-over-year.
Year-to-date share repurchases totaled $350 million, with over $630 million returned to shareholders including dividends.

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