Viemed (VMD) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, March 5, 2026 astatine 11:19 AM CST 24 min read

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Thursday, March 5, 2026 astatine 11 a.m. ET

• Chief Executive Officer — Casey Hoyt

• President and Chief Operating Officer — William Todd Zehnder

• Chief Financial Officer — Trae Fitzgerald

Casey Hoyt: Thank you, Trae, and bully morning, everyone. I admit you joining us. Today, we volition recap our 2025 performance, sermon the advancement we achieved strengthening the platform, and outline however we spot the concern evolving arsenic we participate 2026. 2025 was a milestone twelvemonth for us. We delivered grounds gross and grounds adjusted EBITDA, generated importantly higher escaped currency flow, and made existent advancement diversifying the concern successful ways you tin intelligibly spot successful our results. We are gathering Viemed Healthcare, Inc. into a cash-generating location attraction level with aggregate maturation engines, and we proceed to differentiate ourselves done our high-touch objective exemplary and technology-enabled attack arsenic we scale.

As we determination into 2026, we are doing it from a presumption of strength. We proceed to execute well, we are seeing bully aboriginal signals successful the business, and we consciousness large astir the agelong word successful beforehand of us. You tin spot that successful the momentum continuing to physique successful slumber and resupply, the advancement we are making successful maternal health, and the mode our exertion investments are helping america run astatine a higher and much susceptible level crossed the platform. None of it happens without our people. I privation to convey our squad for the compassion, professionalism, and committedness they bring to patients each day.

We proceed to physique our workforce successful a disciplined way, including processing endowment pipelines done Viemed Healthcare, Inc. staffing and integrating caller squad members from acquisitions. We ended the twelvemonth with 1,382 employees crossed the country, and I americium arrogant of however consistently they present high-quality attraction and execute with integrity. That level of committedness matters astir erstwhile caring for chronically sick patients successful the home, and it is astatine the halfway of our analyzable respiratory offerings. In-home ventilation drives existent and important outcomes for patients, and we proceed to spot a meaningful semipermanent accidental present fixed the underserved and underpenetrated colonisation coupled with the expanding objective demand.

During the 4th quarter, we did spot immoderate moderation successful ventilator diligent growth. It is mostly what we expected. The manufacture is continuing to enactment done the updated National Coverage Determination, and the changes are twofold. First, determination is simply a earthy operational effort erstwhile implementing caller documentation and process requirements nether the NCD. Our squad and processes astatine Viemed Healthcare, Inc. were good up of the curve and proactively addressing the caller requirements. The Engage diligent platform, which is our proprietary exertion deployed successful the homes of our patients, has played an instrumental relation successful providing information that helps our therapists negociate and study connected real-time compliance metrics.