$EHC

Encompass Health Corporation (EHC) is expanding capacity to address high occupancy and meet demand, targeting 6-8% discharge growth. Plans include 6-10 new hospitals annually, 150-200 beds at existing sites, and small-format facilities starting 2027. North Carolina's repeal of Certificate of Need requirements is a long-term catalyst. EHC has financial flexibility with 1.9X net leverage and a $1 billion share repurchase program, but faces labor and reimbursement risks.

Encompass Health (EHC) has gained 13.9% over six months, outperforming its industry. The company, with a $12B market cap, operates 176 inpatient rehab hospitals. Its forward P/E is 18.92X, below the industry average. Earnings estimates for 2026 are $6.04 per share, up 10.8% YoY, with revenue expected at $6.5B, up 8.8% YoY. EHC has beaten earnings estimates for four consecutive quarters, with an average surprise of 6.8%. The company is expanding capacity and improving staff retention, but faces r

Encompass Health reported revenue growth of about 10% to $1.6 billion and raised full-year guidance, along with dividend and $1 billion buyback authorization, after which shares rose near a 52-week high. On the same day, CFO Scott Coltharp trimmed his stake, selling a smaller portion than CEO Mark Tarr. Investors may view the sales alongside the earnings update.

Encompass Health CEO Mark J. Tarr sold about 173,148 shares on Aug. 10, 2026, for about $21.7 million, per an SEC Form 4. The weighted-average sale price was $125.47 and the Aug. 10 close was $125.81. His direct holdings fell about 39% to 267,814 shares. Encompass Health’s market cap was about $12.5 billion.

Encompass Health Corp. (NYSE: EHC) priced a private offering of $100 million additional 5.875% senior notes due 2034 at 98.75% of principal, reopening its May 2026 issue. Interest is payable semiannually starting Dec. 1, 2026. Net proceeds will repay amounts under its senior secured revolving credit facility. Expected close Aug. 13, 2026.

The article highlights Q2 results for outpatient and specialty care firms. Surgery Partners (SGRY) reported slowest revenue growth and weaker full-year guidance, with the stock down 1.4% to $15.32. LifeStance (LFST) revenue rose to $435.4M (+26.1%) and shares rose 18.3% to $12.27. U.S. Physical Therapy (USPH) revenue $214.1M (+8.5%) and shares $81.96. Encompass Health (EHC) revenue $1.60B (+9.6%) and shares $124.69. agilon health (AGL) revenue $1.49B (+7.2%), shares $87.56.

Encompass Health (EHC) reported Q2 2026 net operating revenue of $1.597B (+9.6% YoY), adjusted EBITDA of $348M (+9.2%), and adjusted EPS of $1.55 (+10.7%). Full-year 2026 guidance was raised: revenue $6.41B-$6.49B, adjusted EBITDA $1.365B-$1.395B, adjusted EPS $6.02-$6.25. The company also increased its $1B share repurchase authorization.

COLTHARP DOUGLAS E (EVP & Chief Financial Officer) sold 18,869 shares of Encompass Health Corp (EHC) at $125.38 ($2.37M total) on 2026-08-10.

Tarr Mark J (President & CEO) sold 173,148 shares of Encompass Health Corp (EHC) at an average of $125.47 ($125.46–$126.06, $21.72M total) across 2 trades on 2026-08-10.

Darby John Patrick (EVP, Gen Counsel & Secretary) sold 8,906 shares of Encompass Health Corp (EHC) at $125.95 ($1.12M total) on 2026-08-10.