USPH Q2 2026: Revenue +8.5% to $214.1M, EPS -19.5% to $0.25 on margin pressure

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Two new 10-year hospital affiliation agreements announced in early 2026 will integrate 70 clinics (60 Metro clinics in New York and 10 at another subsidiary) into hospital systems' clinical networks, with integrations underway through Q3 2026. This expands the hospital-affiliated revenue model significantly.

  MD&A: Hospital Affiliations verify on EDGAR →
• high

  The refinancing adds $125M in borrowing capacity and extends maturity by ~4 years, supporting acquisition and growth plans.

  MD&A: Credit Facility verify on EDGAR →
• high

  The program is nearly complete, representing significant capital return alongside a 2.2% dividend increase to $0.46/share.

  MD&A: Share Repurchase verify on EDGAR →