AdaptHealth Corp. SEC Filings

AdaptHealth Corp. director Kenneth A. Samet purchased additional common stock in an open-market or private transaction. On 2026-08-06 he bought 23,500 shares at $6.38 per share, bringing his directly held position to 48,569 shares of AdaptHealth common stock.

AdaptHealth Corp. director Dale B. Wolf reported open-market purchases of common stock on two consecutive days. On August 6, 2026, he purchased 20,000 shares at $6.37 per share, bringing his directly held position to 143,234 shares. On August 7, 2026, an additional 20,000 shares were purchased at a weighted average price of $5.86 per share, in multiple trades between $5.83 and $5.885, for the Dale B. Wolf Generation Skipping Trust, which now holds 34,000 shares with Wolf as investment manager.

AdaptHealth Corp. reported results for the quarter ended June 30, 2026. Net revenue from continuing operations was $740,307 (in thousands) compared with $657,100 (in thousands) a year earlier. The company recorded a net loss attributable to AdaptHealth of $133,929 (in thousands) versus net income of $14,674 (in thousands), driven largely by a non-cash goodwill impairment of $144,236 (in thousands) in the Respiratory Health and Wellness at Home reporting units.

Net income from discontinued operations related to the Diabetes Health business was $11,387 (in thousands) in the quarter. In June 2026 the board approved divestiture of this business, and on July 19, 2026 AdaptHealth agreed to sell it for $235.0 million in cash, with closing expected in the first quarter of 2027 subject to regulatory review and customary conditions. For the six months, net cash provided by operating activities was $239,024 (in thousands), while long-term debt (less current portion) was $1,879,809 (in thousands) following an April 2026 refinancing that established a new term loan and revolving credit facility.

AdaptHealth reported second-quarter 2026 net revenue of $740.3 million, up 12.7% from $657.1 million, with 15.9% organic growth across all segments. A $144.2 million goodwill impairment in the Respiratory Health and Wellness at Home reporting units drove a sharp swing to a net loss attributable to AdaptHealth Corp. of $145.3 million versus net income of $4.2 million a year earlier. Adjusted EBITDA slipped 3.2% to $132.0 million, with margin declining to 17.8% from 20.8%. Year-to-date 2026 cash from operations was $239.0 million versus $257.5 million, and free cash flow turned negative $48.4 million versus $73.3 million in 2025. Registered myAPP users surpassed 512,000, 56% above year-end 2025.

The company agreed to sell its Diabetes Health business for $235.0 million in cash, which will be reported as discontinued operations, and formed an e-commerce joint venture adding home sleep testing. Management completed a workforce restructuring expected to yield $19 million in annualized savings and refinanced, redeeming 6.125% Senior Notes due 2028 using a $325 million delayed-draw term loan. Full-year 2026 guidance on a continuing-operations basis was reset to net revenue of $2.85–$2.89 billion, Adjusted EBITDA of $490–$520 million, and free cash flow of $80–$120 million. Versus prior EBITDA guidance of $680–$730 million, the revision reflects a $100 million impact from classifying Diabetes Health as discontinued operations (including $60 million of overhead that will partly remain), plus $55 million from the West Coast capitated contract, $30 million from a manufacturer price increase, and $15 million from other portfolio actions.

AdaptHealth Corp. agreed on July 19, 2026 to sell substantially all assets of its Diabetes Health business to RGH Enterprises, LLC, a Cardinal Health subsidiary, for $235 million in cash, subject to a net working capital adjustment. The buyer will assume specified liabilities, and will place $8.0 million of the price in escrow for post-closing adjustments and $18.8 million to secure AdaptHealth’s indemnification obligations. Closing conditions include antitrust clearance under the Hart-Scott-Rodino Act and other competition and healthcare laws, absence of legal prohibitions or a material adverse effect on the business, accuracy of representations and covenants, completion of a separation plan, and acceptance of employment offers by at least 80% of offered employees including a key employee.

The agreement includes a four-year non-compete in North America, a two-year non-solicitation covenant for transferred personnel, and a seven-year confidentiality obligation. It can be terminated for customary reasons, including failure to close within 12 months; in certain antitrust-related terminations, the purchaser must pay AdaptHealth a $9.4 million fee. Following closing, the Diabetes Health business will be reported as discontinued operations. Management describes the divestiture as a significant step in a multi-year plan to focus on core Sleep Health, Respiratory Health and Wellness at Home segments, redeploy capital toward these areas, and further strengthen the balance sheet, with more detail to be provided on the August 4, 2026 earnings call.

AdaptHealth Corp. announced that its subsidiary AdaptHealth LLC plans to redeem all outstanding 6.125% Senior Notes due 2028 with an aggregate principal amount of $325,000,000. The notes are expected to be redeemed at 100% of principal plus accrued and unpaid interest up to, but not including, the redemption date.

The redemption is conditioned on receiving sufficient net proceeds from a borrowing under the Issuer’s existing delayed draw term loan facility. The redemption date is expected to be August 1, 2026, with payment of the redemption price expected on the next business day, August 3, 2026, after which interest will no longer accrue on the notes.

AdaptHealth Corp. Chief Commercial Officer Russell E. Schuster III reported an open-market sale of 11,275 shares of Common Stock on July 1, 2026 at $10.44 per share. The filing shows he now directly holds 125,263 shares after the transaction.

The sale occurred automatically under a Rule 10b5-1 trading plan that Schuster adopted on March 2, 2026, indicating the trade was pre-scheduled rather than a discretionary market-timing decision.

AdaptHealth Corp. reports a material cybersecurity incident involving patient data. A threat actor gained unauthorized access to certain cloud-based business applications, including internal patient management systems and document storage platforms, via a social engineering attack on a third-party contractor’s user session.

The company confirmed exfiltration of a stored password file tied to insurance billing and access to external electronic health record portals, affecting passwords and some patients’ personally identifiable and protected health information. The affected systems do not contain Social Security numbers or individual financial account or payment card data.

AdaptHealth has disabled the compromised account, reset credentials, added access controls, engaged external cybersecurity experts and notified law enforcement. As of this report, operations and patient services have not been materially impacted, though the full scope of data involved and the financial impact remain under investigation. The company notes that cybersecurity insurance may cover certain losses.

AHCO filed a Form 144 reporting an intent to sell 11,275 shares of Common Stock. The shares are listed as resulting from Restricted Stock Vesting dated 02/01/2026 and are associated with compensation. The filing shows a prior reported sale of 11,275 shares on 06/01/2026 and lists Fidelity Brokerage Services LLC as the broker. Transaction specifics and cash‑flow treatment are stated in the filing entries.