Community Health stock tumbles after guidance cut, CEO retirement

Published 24/07/2025, 12:26
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Investing.com -- Community Health Systems (NYSE:CYH) stock was poised to open lower by 32% Thursday after the company reduced its full-year guidance and announced the retirement of its CEO.

The Franklin, Tennessee-based hospital operator reported second-quarter earnings per share of ($0.05), beating analyst estimates of ($0.10). Revenue came in at $3.13 billion, above the consensus estimate of $3.02 billion and slightly below the $3.14 billion reported in the same quarter last year.

Despite the earnings beat, Community Health narrowed its full-year adjusted EBITDA guidance to between $1.45 billion and $1.55 billion, down from its previous forecast of $1.45 billion to $1.60 billion. The company cited lower outpatient volumes, lower acuity, and unfavorable changes in payor mix as factors affecting its quarterly performance.

In a separate announcement, the company said CEO Tim Hingtgen will retire effective September 30, 2025. Kevin Hammons, the current president and chief financial officer, will assume the role of interim CEO, while Jason K. Johnson, senior vice president and chief accounting officer, will become interim CFO.

On a same-store basis, admissions increased 0.3% while adjusted admissions decreased 0.7% compared to the same period in 2024. Same-store net operating revenues increased 6.5% YoY.

Following the announcements, Jefferies downgraded Community Health from Buy to Hold and lowered its price target from $4.25 to $3.00.

"We D/G to Hold given 1) soft Q2 trends that translated to an EBITDA miss, despite CYH recognizing TN & NM DPP payments during the quarter, 2) go-forward earnings uncertainty related to the impacts of the OBBBA’s legislation and scheduled eAPTC expiration at year-end that likely translates to an increase in CYH’s already-elevated leverage ratio, & 3) mgmt uncertainty given CEO transition, at a time when hospitals are facing new regulatory headwinds," Jefferies analyst Brian Tanquilut wrote.

The company also announced it had entered into a definitive agreement to sell select ambulatory outreach laboratory services to Laboratory Corporation of America (NYSE:LH) Holdings for $195 million.

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