AVAH Aveanna Healthcare Holdings, Inc.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 3d 8h ago SEC 0001193125-26-252511
8-K context-dependent: Items 8.01
Latest settled — T+1d ⚠ clustered
AVAH ▲ +4.79% at T+1d
LONG call ✓ call won +4.79% · α vs SPY +5.48% · entry $6.47 → $6.78
Next anchor: T+5d in 4d
Currently $6.68 · +3.32% from $6.47 entry
Entry anchored
Jun 1, 03:59 PM ET
via Databento tick
T+1d
+4.79%
call +4.79% · α +5.48%
$6.78
settled 2d ago
T+5d
call — · α —
in 4d
T+20d
call — · α —
in 26d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Aveanna completed its $175.5M cash acquisition of Family First Homecare, a multi-state pediatric home care provider, and raised FY2026 revenue guidance to $2.63-2.65B (from $2.56-2.58B) and Adjusted EBITDA guidance to $338-342M (from $328-332M), solely reflecting the acquired operations. The deal was funded with cash on hand, adding $70M in revenue and $10M in Adjusted EBITDA guidance.

Actionable Insight

The acquisition is immediately accretive to revenue and EBITDA guidance, funded without dilution. Watch for integration execution in the next 10-Q and potential for further bolt-on M&A given cash-on-hand funding. The raised guidance provides a clear near-term catalyst.

Key Facts

  • Acquisition of Family First Homecare completed on June 1, 2026 for $175.5M in cash
  • Family First operates 27 locations across 7 states (FL, IL, IA, NC, PA, SD, TX)
  • FY2026 revenue guidance raised to $2.63-2.65B from $2.56-2.58B (+$70M from acquisition)
  • FY2026 Adjusted EBITDA guidance raised to $338-342M from $328-332M (+$10M from acquisition)
  • Transaction funded entirely with cash on hand — no debt or equity issuance
  • Acquisition expands Aveanna's pediatric home care footprint in key geographies

Financial Impact

$175.5M cash acquisition adding $70M in revenue and $10M in Adjusted EBITDA to FY2026 guidance

revenueadjusted_ebitdacash

Risk Factors

  • Integration risk — Family First operates across 7 states with 27 locations
  • Medicaid reimbursement risk flagged in forward-looking statements (One Big Beautiful Bill Act)
  • Cash balance reduced by $175.5M, limiting near-term financial flexibility

Market Snapshot

Exchange
Nasdaq
Sector
Services-Home Health Care Services
Analyst Consensus
71% bullish (17 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-252511
Document: avah-ex99_1.htm0001193125-26-252511
Document: 0001193125-26-252511-index-headers.html0001193125-26-252511
Document: 0001193125-26-252511-index.html0001193125-26-252511
Document: 0001193125-26-252511.txt0001193125-26-252511
13 reports for AVAH
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+20▲ +6.78%Mar 19, 2026
Filters
Rows
Reports for AVAH — sortable, filterable
Type Now
Jun 5, 2026
today
Insider Cluster
BEARISH ★ 7/10
$6.67 awaiting T+1awaiting T+1$6.68 (−0.22%)
Jun 3, 2026
1d ago
144
BEARISH ★ 6/10
awaiting T+1
Jun 2, 2026
3d ago
8-K
BULLISH ★ 6/10
$6.47 $6.78▲ +4.79%▲ +5.48%$6.68 (+3.32%)
Jun 2, 2026
3d ago
Press Release
BULLISH ★ 6/10
$6.47 $6.78▲ +4.79%▲ +5.48%$6.68 (+3.32%)
May 28, 2026
8d ago
8-K
BULLISH ★ 5/10
$7.33 $7.17▼ −2.18%▼ −2.42%$6.68 (−8.80%)
May 15, 2026
21d ago
8-K
NEUTRAL ★ 4/10
$7.72 $7.70▼ −0.26%▼ −0.20%$6.68 (−13.41%)
May 14, 2026
22d ago
8-K
BULLISH ★ 6/10
$7.44 $7.72▲ +3.76%▲ +4.99%$6.68 (−10.15%)
May 14, 2026
22d ago
Press Release
BULLISH ★ 7/10
$7.44 $7.72▲ +3.76%▲ +4.99%$6.68 (−10.15%)
Apr 23, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$6.51 $6.55▲ +0.61%▼ −0.17%$6.68 (+2.69%)
Apr 17, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$6.87 $6.41▼ −6.70%▼ −6.04%$6.68 (−2.69%)
Showing 10 of 13

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