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    Why U.S. Physical Therapy (USPH) Jumped After Record Clinic Visits and an Upbeat 2025 Outlook

    Simply Wall St·08/13/2025 06:15:53
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    • On August 6, 2025, U.S. Physical Therapy, Inc. reported higher second-quarter and six-month revenues and net income compared to the prior year, while its Board declared a US$0.45 quarterly dividend payable in September.
    • The company achieved a record operational milestone with an average of 32.7 clinic visits per day and raised its full-year adjusted EBITDA outlook, reflecting expansion through over 50 new clinics.
    • We'll now explore how this record-setting clinic activity and improved earnings guidance influence the company's forward-looking investment narrative.

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    U.S. Physical Therapy Investment Narrative Recap

    To be a shareholder in U.S. Physical Therapy, one must have confidence in ongoing patient demand and the company’s ability to expand clinics profitably, while controlling costs amid competitive hiring pressures. The latest earnings update, featuring higher revenue and profitability plus raised full-year guidance, supports the company’s primary short-term catalyst: clinic activity growth driving higher earnings; however, persistent labor cost pressures remain the biggest near-term risk and were not fully resolved by this quarter’s results.

    Of the latest announcements, the record average of 32.7 daily clinic visits stands out as directly relevant to the company’s growth outlook. This operational milestone is closely linked to both revenue gains and the improved EBITDA guidance, reinforcing clinic productivity as the near-term driver behind management’s increased confidence in financial targets.

    Yet, against the backdrop of strong results, investors should be aware that pressures on hiring and therapist costs could still dampen future profitability if...

    Read the full narrative on U.S. Physical Therapy (it's free!)

    U.S. Physical Therapy's narrative projects $886.1 million revenue and $52.0 million earnings by 2028. This requires 8.6% yearly revenue growth and a $19.2 million increase in earnings from $32.8 million today.

    Uncover how U.S. Physical Therapy's forecasts yield a $106.00 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    USPH Earnings & Revenue Growth as at Aug 2025
    USPH Earnings & Revenue Growth as at Aug 2025

    Only one Simply Wall St Community member contributed a fair value opinion, estimating US$106 per share. While recent results highlight clinic productivity, ongoing staffing cost challenges could shape the company’s trajectory, consider exploring more views to get a fuller picture.

    Explore another fair value estimate on U.S. Physical Therapy - why the stock might be worth as much as 21% more than the current price!

    Build Your Own U.S. Physical Therapy Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.