Breaking Down Concentra Group Holdings Parent, Inc. Financial Health: Key Insights for Investors

As the largest provider of occupational health services in the U.S., Concentra Group Holdings Parent, Inc. operates more than 600 centers across 45 states (as of March 31, 2025) and-bolstered by the Pivot Onsite Innovations acquisition that added over 240 onsite clinics-has grown to over 1,000 center and onsite locations (June 30, 2025), employing approximately 12,000 colleagues and affiliated clinicians who support the care of roughly 50,000 patients each day; with revenue rising 17.0% to $572.8 million in Q3 2025 versus Q3 2024, Concentra's stated mission-"to improve the health of America's workforce, one patient at a time"-its vision-"every person is treated the Concentra Way-high-quality clinical care and a positive customer experience from welcoming, respectful, and skillful colleagues"-and core values of "a healing focus," "a selfless heart," and "a tireless resolve" clearly drive its expansion, daily impact, and standards for clinical excellence and patient-centered service

Concentra Group Holdings Parent, Inc. (CON) - Intro

• Nationwide footprint: >600 centers & clinics (45 states) as of 3/31/2025
• Combined center + onsite locations: >1,000 as of 6/30/2025 (after Pivot Onsite acquisition)
• Workforce: ~12,000 colleagues and affiliated clinicians
• Daily patient volume: ~50,000 patients per day
• Q3 2025 revenue: $572.8 million (up 17.0% YoY)

• Patient-Centered Care - prioritize safety, quality, and respect in every encounter
• Employer Partnership - align services to employer needs and workforce productivity
• Accessibility & Convenience - expand clinic and onsite footprint to meet patients where they work
• Operational Excellence - measure outcomes, standardize best practices, and drive efficiency
• Innovation - invest in new care models (onsite, virtual) and acquisitions that scale impact
• Integrity & Compliance - adhere to regulatory, clinical, and ethical standards

• Occupational medicine clinics (work-related injuries, return-to-work evaluations)
• Onsite employer clinics and health centers (post-Pivot integration)
• Physical therapy, urgent care, drug screening, and preventive services
• Telehealth and direct-to-employer virtual care solutions

• Scale access: expand both clinic footprint and onsite networks to serve employers nationwide
• Integrate care: unify in-center, onsite, and virtual care pathways to improve outcomes
• Measure impact: track return-to-work rates, cost savings to employers, patient satisfaction, and clinical quality
• Selective M&A: pursue acquisitions that expand onsite capacity and direct-to-employer capabilities

Concentra Group Holdings Parent, Inc. (CON) - Overview

• Patient-centric orientation: prioritizing individualized assessment, treatment plans, return-to-work coordination, and long-term functional outcomes for each patient.
• Accessibility: emphasis on convenient care access for working adults by maintaining broad geographic coverage, extended hours, and workplace-focused services.
• Quality and consistency: standardized clinical protocols and care pathways to ensure dependable outcomes "one patient at a time."
• Workforce productivity: aligning clinical goals with employer needs to reduce lost work time and lower total cost of care.

• Clinical excellence - evidence-based protocols, measurable outcomes, and continuous quality improvement to ensure individualized, high-quality care.
• Patient dignity and respect - treating each patient as a whole person with transparent communication and shared decision-making.
• Accessibility and convenience - walk-in availability, extended hours, and employer onsite or near-site solutions to reduce barriers for working patients.
• Collaboration - integrated care coordination with employers, payers, and specialty providers to optimize recovery and workplace reintegration.
• Accountability - metrics-driven performance (return-to-work rates, patient satisfaction, lost-time reduction) to align clinical care with employer value.

• Investing in clinic footprint and digital access channels to maintain convenient care for employers and employees.
• Expanding value-based and integrated offerings (e.g., physical therapy, case management) to reduce total cost of care while improving outcomes.
• Measuring patient- and employer-level KPIs (e.g., time-to-first-visit, return-to-work rate, patient satisfaction) to demonstrate mission-driven value.

Concentra Group Holdings Parent, Inc. (CON) - Mission Statement

• Patient-first clinical protocols that standardize best practices across centers.
• Customer experience metrics (Net Promoter Score and patient satisfaction) tied to operational performance and staff incentives.
• Workforce development programs emphasizing respectful, skillful, and welcoming interactions.

• Emphasis on 'welcoming, respectful, and skillful colleagues' to ensure consistent patient experiences.
• Use of standardized care pathways to reduce variability and improve measurable outcomes.
• Ongoing investments in staff training and patient-facing technologies to track and enhance satisfaction.

• Quality measurement: evidence-based protocols, peer review, and clinical outcomes tracking tied to center performance dashboards.
• Experience measurement: routine patient satisfaction surveys, wait-time metrics, and digital feedback loops.
• People strategy: recruitment emphasizing clinical skill and service orientation; ongoing training and recognition programs to reinforce the Concentra Way.

• Investments in clinical IT and patient-facing technologies to reduce variability and improve throughput, with ROI measured in higher patient retention and improved clinical metrics.
• Operational scale (500+ centers) enabling standardized care pathways and centralized analytics to drive continuous improvement.
• Revenue and margin impacts tied to reducing unnecessary variation, improving throughput, and increasing patient satisfaction-driven referrals.

Concentra Group Holdings Parent, Inc. (CON) - Vision Statement

• A healing focus: prioritizing evidence-based care pathways that reduce time-to-recovery and complications.
• A selfless heart: designing patient-first workflows that increase satisfaction and adherence to return-to-work plans.
• A tireless resolve: pursuing continuous improvement, tech-enabled scalability, and resilience in care delivery.

• Care pathway standardization - implementing evidence-based protocols to reduce variability and improve outcomes.
• Digital triage & telehealth expansion - reducing time-to-first-visit and extending reach to remote employees.
• Workplace-integrated solutions - employer partnerships focused on injury prevention and accelerated return-to-work.
• Workforce development - targeted clinical training and wellbeing programs to sustain a selfless, skilled workforce.
• Data-driven quality loops - outcome tracking and analytics to drive continuous improvement (clinical and financial).

• Shift-left access models: expanding early-intervention touchpoints to reduce downstream costs and complications.
• Patient-centered care plans: co-created RTW (return-to-work) plans that incorporate physical therapy, behavioral health, and case management.
• Resilience planning: redundancy in staffing and supply chains to maintain continuity during public health or workforce disruptions.