CorVel Earnings Call Transcripts
Fiscal Year 2026
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Revenue and EPS grew 7% and 17% year-over-year, respectively, with strong Network Solutions performance and robust new bookings. Investments in AI and automation are expected to drive further productivity and margin gains, while a debt-free balance sheet supports ongoing growth.
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Revenue and EPS grew modestly year-over-year, with net income and margins improving slightly. AI and technology investments are driving operational efficiency, while a strong balance sheet supports continued innovation and share repurchases.
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Revenue grew 7% to $240 million and EPS rose 20% to $0.54, driven by organic growth, operational efficiencies, and AI initiatives. Strong cash flow and a debt-free balance sheet support continued investment and M&A, while labor and pricing pressures persist.
Fiscal Year 2025
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Revenue and EPS grew double digits year-over-year, driven by strong Patient Management and Network Solutions performance, with significant gains from AI and automation. The company remains debt-free, continues share repurchases, and is well-positioned for evolving market demands.
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Revenue grew 13% year-over-year to $228 million, with EPS up 39% to $0.46, driven by strong performance in patient management and network solutions. Strategic investments in AI and automation enhanced operational efficiency, while a three-for-one stock split increased share accessibility.
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Revenue grew 11% year-over-year to $212 million, with EPS up 9% to $1.25. New large accounts and technology investments are expected to drive further growth, while share repurchases and a debt-free balance sheet highlight strong capital management.