tenet healthcare reports strong q3 growth and raises full year forecasts

Tenet Healthcare has reported strong financial performance in the third quarter of 2024, with significant year-on-year growth.

Tenet's Financial Performance

The company's net operating revenues increased by 15 percent compared to the same period last year, reaching $5.1 billion. Adjusted EBITDA also improved, reaching $978 million with a margin of 19.1 percent.

Adjusted EBITDA Forecast

Tenet has raised its full-year adjusted EBITDA forecast to a range of $3.9 billion to $4 billion, despite a slight decline in revenue expectations due to the divestiture of hospitals in Alabama.

USPI Segment Performance

The USPI segment of the company saw a 19 percent increase in adjusted EBITDA, driven by the successful performance of orthopedic procedures and the opening of new facilities.

Hospital Segment Contribution

The Hospital segment also contributed positively, with an 11 percent increase in adjusted EBITDA supported by a 5.2 percent rise in like-for-like admissions.

Tenet's Strategic Focus

Tenet Healthcare is actively focused on creating shareholder value and growth through capital deployment, share buybacks, and exploring mergers and acquisitions.

2025 Forecast

The company plans to deliver its 2025 forecast in February 2025, with expectations of continued growth and operational efficiencies.

Tenet's Market Position

Tenet Healthcare's strong financial performance has solidified its position as a leading player in the healthcare provider sector, with a market capitalization of $15.35 billion. The stock has seen a remarkable total price return of 205.65 percent over the past year, indicating strong market confidence.

Valuation and Shareholder Value

Despite this growth, Tenet's valuation remains attractive, with an adjusted P/E ratio of 9.37, suggesting that the company may still be undervalued relative to its earnings potential. Tenet Healthcare's strategic focus on share buybacks and capital deployment demonstrates its commitment to enhancing shareholder value.

Conclusion

Overall, Tenet Healthcare is well-positioned for continued growth and success in the healthcare market.

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