Outpatient physical therapy provider U.S. Physical Therapy (NYSE: USPH) will be reporting results this Wednesday afternoon. Here’s what you need to know.
U.S. Physical Therapy beat analysts’ revenue expectations last quarter, reporting revenues of $197.1 million, up 17.3% year on year. It was a satisfactory quarter for the company, with a narrow beat of analysts’ revenue estimates.
Is U.S. Physical Therapy a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting U.S. Physical Therapy’s revenue to grow 10.5% year on year, slowing from the 16.6% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. U.S. Physical Therapy rarely misses Wall Street’s revenue estimates.
Looking at U.S. Physical Therapy’s peers in the outpatient & specialty care segment, some have already reported their Q4 results, giving us a hint as to what we can expect. DaVita delivered year-on-year revenue growth of 9.9%, beating analysts’ expectations by 3.2%, and Select Medical reported revenues up 6.4%, topping estimates by 2.3%. DaVita traded up 21.2% following the results while Select Medical was down 6.7%.
Read our full analysis of DaVita’s results here and Select Medical’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the outpatient & specialty care stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. U.S. Physical Therapy is down 2.6% during the same time and is heading into earnings with an average analyst price target of $105.33 (compared to the current share price of $83.53).
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