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Enhabit, Inc. (EHAB) Presents at Bank of America Home Care Conference Transcript

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Enhabit, Inc. (EHAB) Presents at Bank of America Home Care Conference Transcript

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SA Transcripts157.27K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Enhabit, Inc. (EHAB) Bank of America Home Care Conference December 9, 2025 3:50 PM EST Company Participants Ryan Solomon - Chief Financial OfficerBarbara Jacobsmeyer - President, CEO & Director Conference Call Participants Joanna Gajuk - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, the program is about to begin. At this time, it is my pleasure to turn the program over to your host, Joanna Gajuk. Joanna GajukBofA Securities, Research Division Thank you. Good afternoon, everyone. Thanks so much for joining our second day of our virtual home care Conference. It's my pleasure now to host this session with Enhabit. They're one of the largest home health and hospice providers in the U.S. And today with us is Barb Jacobsmeyer, who is the President and CEO; and also Ryan Salmon, who's -- Solomon sorry, who is the CFO. And they -- so thanks so much for joining us. And we're going to go right into Q&A. But I want to make sure that the audience is aware that there's a way for them to pose a question. So you can use the ask question window, I guess, in the panel there. So please feel free to submit your questions. Question-and-Answer Session Joanna GajukBofA Securities, Research Division So maybe -- Barb, Ryan, thank you so much again. And let's start with the final home held rig, right? It just came out feels like yesterday, we're very delayed. But finally, it's out, so that's good. And the headline number, much better than the proposal, but it's still a cut, right? So how we should think about the impact that you expect now based on this final rate update? And also in terms of your mitigation strategies, I mean, it sounds like clearly, it's going to be easier, but kind of walk us through how you're thinking about that now based on the final reg?

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