Viemed Q1 '25 Update - $VMD
7 months ago
Petty Cash
"VMD (earnings update): Q1 revenue $59.1M (+17% YoY), EBITDA $12.8M (21.6% margin). Vent patients +13% YoY, PAP +7% QoQ. Raised 2025 guide: $256-265M rev, $55-58M EBITDA. Down 11.7% on CMS NCD concerns (final Jun 9). Acquiring Lehan's (closes Q3). Trading at 5x 2025 EBITDA, 4.7x 2026E incl. acquisition."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Viemed Q1 '25 Update - $VMD
Source:
Petty Cash
Published:
May 9, 2025
Idea Type:
Stock Idea