Enhabit, Inc. · NYSE:EHAB
Enhabit — Goldman Sachs 2025 Global Healthcare Conference
7 slides from Enhabit's conference presentation, Jun 9, 2025
Slide 1: Goldman Sachs 2025 Global Healthcare Conference
Goldman Sachs 2025 Global Healthcare Conference June 10th, 2025
Slide 2: Disclaimer: Forward looking statements
Enhabit Home Health & Hospice 2 Disclaimer Forward looking statements This presentation contains historical information, as well as forward-looking statements (within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amen
Slide 3: 2025 Priorities for Success
Enhabit Home Health & Hospice 3 2025 Priorities for Success • Home health census ◦ Payer mix • Hospice average daily census • Open de novo locations in strategic markets • Optimize de novo locations opened in 2023 and 2024 • Continue de-leveraging the balance sheet • G&A expense management • Home he
Slide 4: How We Measure Success
Enhabit Home Health & Hospice 4 How We Measure Success Reporting a new view of segment performance metrics beginning with year end 2024 earnings release, which simplifies consistently measuring our performance of the primary revenue drivers: rate & volume • One volume metric: average daily census (A
Slide 5: Enhabit Strategy at Clear Inflection Point: Hospice Growth Momentum
Enhabit Home Health & Hospice 5 Enhabit Strategy at Clear Inflection Point Strong Hospice Growth Momentum Q2 ’24Q1 ’24 Q1 ’25Q3 ’24 Q4 ’24 3,517 3,622 3,729 3,809 3,391 +12.3%+3.7% +3.0% +3.0% +2.1% Volume (ADC) Quarterly Trending Total Admissions Quarterly Trending Q1 ’25Q4 ’24Q3 ’24Q2 ’24 56,825 Q
Slide 6: Slowing Rate of Decline in Medicare FFS Volumes
Enhabit Home Health & Hospice 6 Enhabit Strategy at Clear Inflection Point Slowing Rate of Decline in Medicare FFS Volumes FY 2023 FY 2024 AMED Q1 ’25 65.6% 58.8% 56.9% 55.7% +1.2 -6.8 -1.9 Home Health Medicare Revenue as a % of Segment Revenue <--Slowing Rate of Decline Normalization of Margin Prof
Slide 7: Large and Growing Addressable Markets
Enhabit Home Health & Hospice 7 (1) MedPAC Report to Congress as of March 2023. (2) MedPAC Tab H Hospice December 2024. (3) MedPAC Tab G Home Health December 2024. (Calculated based on 30-day home health period.) (4) AARP 2024 Survey. (5) Centers for Medicare & Medicaid Services, Medicare Trustees’
Enhabit — Goldman Sachs 2025 Global Healthcare Conference on 6ix