Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Encompass Health Corp
Next earnings Aug 3, 2026 (after close) · consensus $1.49 EPS, $1.59B rev
Last earnings -2.5% on 2026-04-30
Largest US inpatient-rehab operator compounding revenue ~10%/yr with 23% ROE at a reasonable 17.7x P/E — demographic tailwind, buy.
Sources: SEC EDGAR (CIK 0000785161, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:23 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~115% below fair value) — the rarer case where both the business and the entry look good.
Encompass Health is the nation's largest owner-operator of inpatient rehabilitation hospitals (173 facilities across 39 states and Puerto Rico as of year-end 2025), and the financials show a steadily compounding, high-return business. Revenue grew 10.5% to $5.94B in FY2025, the fifth straight year of double-digit-ish gains (from $4.01B in FY2021), while net income rose 24.2% to $566M and diluted EPS climbed to $5.54. Net margin of 9.5%, return on equity of 23.2%, and $1.18B of operating cash flow point to durable, profitable growth driven by both volume and pricing per management's 2025 overview.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $4.01B | $4.35B | $4.80B | $5.37B | $5.94B |
| Gross profit | — | — | — | — | — |
| Operating income | $560M | $540M | — | — | — |
| Net income | $412M | $271M | $352M | $456M | $566M |
| Diluted EPS | $4.11 | $2.70 | $3.47 | $4.46 | $5.54 |
| Net margin | 10.3% | 6.2% | 7.3% | 8.5% | 9.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 3 sales
| 2026-05-15 | COLTHARP DOUGLAS E EVP & Chief Financial Officer | Exercise | 27.7K @ $32.94 | $912K |
| 2026-05-15 | COLTHARP DOUGLAS E EVP & Chief Financial Officer | Sell | 27.7K @ $106.83 | $2.96M |
| 2026-05-15 | COLTHARP DOUGLAS E EVP & Chief Financial Officer | Sell | 1.00 @ $107.28 | $107.28 |
| 2026-05-11 | Tuer Patrick William EVP, Chief Operating Officer | Sell | 682.00 @ $104.56 | $71.3K |
| 2026-05-07 | O'Connor Kevin J. Director | Award | 1.63K | |
| 2026-05-07 | Christie Edward M III Director | Award | 1.63K | |
| 2026-05-07 | Reidy Christopher R Director | Award | 1.63K | |
| 2026-05-07 | Hayes Cain A Director | Award | 1.63K | |
| 2026-05-07 | CARMICHAEL GREG D Director | Award | 1.63K | |
| 2026-05-07 | Williams Terrance Director | Award | 1.63K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.