AdaptHealth Corp.
boothcheck covers AdaptHealth Corp. (AHCO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• About a third of revenue arrives as fixed monthly equipment rental and most of the rest as resupply, since ⟦"Net sales revenue consists of revenue recognized at a point in time for the sale of supplies and consumables"⟧ that chronically ill patients reorder on a clinical schedule rather than a discretionary one. • Borrowings, not operations, govern what the equity is worth: the term loan came down to ⟦"$315.0 million"⟧ at the end of 2025 from ⟦"$550.0 million"⟧ a year earlier, sitting alongsid
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231 institutional managers reported holding AHCO in 13F filings for the quarter ended 2026-03-31. 38 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 7.4M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (6.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AHCO's share count grew 4.7% over the past five years even with $43.27M spent on repurchases. It pays no dividend. Cash returned over the past three years: $20.05M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AHCO over the trailing three years: 2023: 1 buy totaling $10k; 2026: 7 buys totaling $24.47M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AHCO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +11.1% | -49.0% |
| 2023-11-08 | -23.1% | +4.0% |
| 2024-02-28 | +34.6% | -2.0% |
| 2024-05-08 | -8.6% | +0.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AHCO's latest 8-K filings: 2026-09-08 (items 5.02, 7.01, 9.01); 2026-08-04 (items 2.02, 9.01); 2026-07-20 (items 1.01, 9.01); 2026-07-07 (items 7.01); 2026-07-02 (items 1.05).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.