Industry Revenues:

• Rehabilitation Services: approx. 75%
• Home Health and Hospice Services: approx. 25%

TOP 3 Markets:

1. USA Southeast: approx. 40%
2. USA Southwest: approx. 30%
3. USA Northeast: approx. 15%

Encompass Health Corporation generates the majority of its revenues from rehabilitation services, which account for about three quarters of the total revenue. The remaining revenue comes from home health and hospice services. Geographically, the Southeastern USA is the largest market for the company, followed by the Southwest and Northeast. These markets are crucial for the growth and stability of the company as they have a high demand for the healthcare services offered.

Locations of Rehabilitation Clinics: Over 150 locations in the USA (2023)

Encompass Health Corporation is a leading company in the field of rehabilitation services and operates a network of rehabilitation clinics in the United States. The company does not produce physical products in the traditional sense, but offers specialized health services.

Encompass Health's services include inpatient rehabilitation treatments offered in over 150 specialized clinics in the USA. These clinics are strategically distributed across the country to serve a broad patient base and maximize accessibility.

As Encompass Health operates in the healthcare services sector, the focus is on providing high-quality rehabilitation services rather than on the production of physical goods.

Revenue Growth: Estimated 6-8% annually (2025)

Strategic Orientation: Expansion of the rehabilitation business and expansion into new markets

Encompass Health Corporation pursues a growth strategy focusing on strengthening and expanding its rehabilitation business. The company plans to expand its presence in existing markets while also entering new geographic regions.

A key element of the strategy is the opening of new rehabilitation clinics and the expansion of existing facilities to meet the increasing demand for rehabilitation services. Additionally, Encompass Health is investing in technological innovations to enhance the efficiency and quality of patient care.

Furthermore, the company is leveraging strategic partnerships and acquisitions to solidify its market position and explore new growth opportunities. These measures are intended to maintain stable revenue growth in the coming years and secure market leadership in the field of rehabilitation services.

Main materials: Medical devices, rehabilitation equipment, IT systems

Countries of origin: USA, Germany, China

Encompass Health Corporation is a leading company in the field of rehabilitation and healthcare services. The company mainly imports medical devices and rehabilitation equipment that are necessary for the operation of their facilities.

The USA and Germany are significant suppliers of high-quality medical devices and technologies. China is also an important partner, especially for more cost-effective medical equipment and IT systems.

These imports are crucial to maintain the high standard of healthcare services and optimize the efficiency of rehabilitation processes.

Market share: 17% in the rehabilitation sector (2025, estimate)
EBITDA margin: 20.5% (2024)
Return on invested capital (ROIC): 12.3% (2024)

Encompass Health Corporation has a significant competitive advantage in the rehabilitation sector, which is manifested by a high market share of approximately 17%. This advantage is supported by a strong EBITDA margin of 20.5%, indicating efficient operations and cost-effectiveness.

The return on invested capital of 12.3% shows that the company is able to utilize its investments profitably. These metrics suggest that Encompass Health is well positioned to benefit from the increasing demand for rehabilitation services.

Additionally, a broad network of rehabilitation clinics and a focus on high-quality patient care strengthen the company's competitive advantage. The healthcare services market is growing steadily, positioning Encompass Health favorably for future growth.

Institutional Investor Share: approx. 91% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Encompass Health Corporation is traditionally high, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential. This also demonstrates a certain market stability and support from experienced investors.

Regarding insider transactions, there were no significant buys or sells in the last quarter, suggesting that management and insiders do not currently expect drastic changes in the company's value. This can be seen as a sign of stable internal confidence in the current corporate strategy.

Market share of Encompass Health Corporation: Estimated 10% (2025)

Top competitors and their market share:

1. Select Medical Holdings Corporation: 12%
2. Kindred Healthcare: 9%
3. Amedisys Inc.: 8%
4. LHC Group: 7%
5. Brookdale Senior Living: 6%

Moat of Encompass Health Corporation:

Encompass Health Corporation has a significant moat, primarily supported by its extensive network infrastructure and specialization in rehabilitation services. The company has built a reputation through high quality standards and strong patient engagement, leading to a stable customer base.

Compared to competitors, Encompass Health has the advantage of a broad geographical presence in the USA and a strong brand in the rehabilitation sector. This allows the company to leverage economies of scale and operate more efficiently than some smaller competitors.

However, companies like Select Medical Holdings Corporation also hold strong positions, particularly through diversification into various healthcare services and strategic partnerships that create their own moats. In this dynamic market environment, competition remains intense, and success heavily depends on the ability to adapt to changing market conditions and offer innovative services.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Market Share in the Rehabilitation Sector: 20% (2024)

Encompass Health Corporation achieved solid revenue growth of 8% in 2024, attributed to strong demand for rehabilitation services and effective expansion into new markets. The 10% profit growth in the same year indicates that the company was able to increase its efficiency and optimize its cost structure.

With a 20% market share in the rehabilitation sector, Encompass Health remains a leading player in the industry. This position allows the company to benefit from economies of scale and compete against rivals.

The strategic focus on expanding service offerings and improving patient care could lead to further growth in the long term. Analysts see potential in continued investment in technology and infrastructure to further enhance operational efficiency.

Overall, Encompass Health Corporation's stock could be an attractive investment, especially for investors interested in long-term growth in the healthcare sector.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Continuous payout for several years

Encompass Health Corporation has regularly distributed dividends in the past, demonstrating a certain reliability in its dividend policy. The estimated dividend yield of 1.5% for the year 2025 indicates that the company continues to strive to provide a return to its shareholders.

The continuity of dividend payments in recent years speaks to a solid financial foundation and a stable business model. Analysts believe that Encompass Health will also be able to continue paying dividends in the future, provided that no significant negative economic developments occur.