Aveanna Healthcare Holdings Inc. (AVAH): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Gesundheitsdienstleistungen erweist sich Aveanna Healthcare Holdings Inc. (AVAH) als transformative Kraft und stellt neue Wege vor, wie personalisierte medizinische Versorgung direkt zu den Patienten nach Hause gebracht werden kann. Durch die nahtlose Verbindung fortschrittlicher Technologie, spezialisierter Pflegekompetenz und eines patientenzentrierten Ansatzes hat Aveanna ein anspruchsvolles Geschäftsmodell entwickelt, das auf die komplexen Gesundheitsbedürfnisse pädiatrischer und erwachsener Patienten eingeht und gleichzeitig innovative Lösungen für Familien, Gesundheitsdienstleister und Versicherungsorganisationen bietet, die flexible, kostengünstige medizinische Unterstützung suchen.

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Wichtige Partnerschaften

Gesundheitsdienstleister und Krankenhäuser

Aveanna Healthcare unterhält strategische Partnerschaften mit über 3.000 Gesundheitseinrichtungen in 26 Bundesstaaten. Zum Netzwerk des Unternehmens gehören:

• Kinderkrankenhäuser
• Akademische medizinische Zentren
• Pädiatrische Spezialkliniken

Partnerschaftstyp	Anzahl der Einrichtungen	Geografische Abdeckung
Kinderkrankenhäuser	450	15 Staaten
Allgemeine Krankenhäuser	1,200	22 Staaten
Spezialpflegezentren	1,350	26 Staaten

Versicherungsunternehmen und Managed-Care-Organisationen

Aveanna Healthcare arbeitet mit 35 großen Versicherungsanbietern zusammen, darunter:

• UnitedHealthcare
• Hymne Blaues Kreuz
• Cigna
• Ätna

Versicherungsanbieter	Vertragswert	Deckungsumfang
UnitedHealthcare	125 Millionen Dollar	National
Hymne Blaues Kreuz	87 Millionen Dollar	12 Staaten

Zulieferer für medizinische Geräte und Technologie

Aveanna Healthcare arbeitet mit 47 Medizintechnik- und Gerätelieferanten zusammen und konzentriert sich auf spezielle Geräte für die Kinder- und Heimgesundheit.

Lieferantenkategorie	Anzahl der Lieferanten	Jährlicher Beschaffungswert
Langlebige medizinische Ausrüstung	22	43 Millionen Dollar
Technologielösungen	15	29 Millionen Dollar
Spezialgeräte für die Pädiatrie	10	18 Millionen Dollar

Heimgesundheitsagenturen und Pflegenetzwerke

Aveanna Healthcare arbeitet mit mehr als 2.500 häuslichen Gesundheitsagenturen und Pflegenetzwerken in mehreren Bundesstaaten zusammen.

Spezialdienstleister für Kinder- und Erwachsenenpflege

Das Unternehmen unterhält Partnerschaften mit über 600 Spezialdienstleistern, die auf komplexe pädiatrische und erwachsene Pflegedienste spezialisiert sind.

Art der Spezialdienstleistung	Anzahl der Anbieter	Servicefokus
Pädiatrische Spezialdienste	400	Chronische Erkrankungen
Komplexe Pflege für Erwachsene	200	Langfristige Gesundheitsversorgung

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Hauptaktivitäten

Bereitstellung von häuslichen Gesundheitsdiensten

Im vierten Quartal 2023 erbrachte Aveanna Healthcare häusliche Gesundheitsdienstleistungen für 14.782 Patienten in 26 Bundesstaaten. Das Unternehmen betreibt 157 Servicestandorte mit insgesamt 37.600 Mitarbeitern im Gesundheitswesen.

Servicekategorie	Patientenvolumen	Geografische Abdeckung
Pädiatrische häusliche Pflege	8.932 Patienten	19 Staaten
Häusliche Pflege für Erwachsene	5.850 Patienten	15 Staaten

Medizinisches Versorgungsmanagement für Kinder und Erwachsene

Aveanna verwaltet komplexe medizinische Fälle mit speziellen Pflegeprotokollen.

• Pädiatrische Komplexversorgungsfälle: 6.214 aktive Patienten
• Komplexpflegefälle für Erwachsene: 3.642 aktive Patienten
• Durchschnittliche Dauer des Fallmanagements: 18,5 Monate

Komplexe medizinische Fallkoordination

Das Unternehmen koordiniert medizinische Dienstleistungen für Patienten mit hohem Gesundheitsbedarf.

Fallkomplexitätsgrad	Anzahl der Fälle	Durchschnittliche monatliche Kosten
Hohe Komplexität	2.876 Fälle	12.450 $ pro Patient
Mittlere Komplexität	7.542 Fälle	6.780 $ pro Patient

Integration von Gesundheitstechnologie

Aveanna investiert in digitale Gesundheitsplattformen und technologische Infrastruktur.

• Jährliche Technologieinvestition: 18,3 Millionen US-Dollar
• Abdeckung des elektronischen Gesundheitsaktensystems (EHR): 100 % der Servicestandorte
• Verbreitung von Telegesundheitsdiensten: 42 % der gesamten Patienteninteraktionen

Spezialisierte pflegerische und therapeutische Dienstleistungen

Das Unternehmen bietet fortschrittliche pflegerische und therapeutische Interventionen an.

Servicetyp	Zertifizierte Fachkräfte	Jährliches Servicevolumen
Spezialisierte Krankenpflege	8.920 Krankenschwestern	1,2 Millionen Patienteninteraktionen
Therapeutische Dienstleistungen	5.640 Therapeuten	742.000 Therapiesitzungen

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Schlüsselressourcen

Qualifizierte medizinische Fachkräfte

Im vierten Quartal 2023 beschäftigt Aveanna Healthcare rund 35.000 medizinische Fachkräfte verschiedener Fachrichtungen. Die Personalaufteilung umfasst:

Professionelle Kategorie	Anzahl der Mitarbeiter
Geprüfte Krankenschwestern	8,750
Lizenzierte praktische Krankenschwestern	5,600
Zertifizierte Pflegehelfer	12,300
Therapeuten	4,200
Verwaltungspersonal	4,150

Fortschrittliche medizinische Technologie-Infrastruktur

Technologieinvestitionen: Im Jahr 2023 werden 42,3 Millionen US-Dollar für die Technologieinfrastruktur bereitgestellt.

• System für elektronische Gesundheitsakten (EHR).
• Telegesundheitsplattformen
• Fernüberwachungssysteme für Patienten
• Mobile Anwendungen für das Gesundheitsmanagement

Proprietäre Patientenmanagementsoftware

Benutzerdefinierte Softwareplattform, die im Jahr 2023 mit einer Investition von 18,7 Millionen US-Dollar in Forschung und Entwicklung entwickelt wurde.

Softwarefunktion	Fähigkeit
Patientenverfolgung	Echtzeitüberwachung
Pflegekoordination	Integrierte Kommunikation
Abrechnungsmanagement	Automatisierte Schadensbearbeitung

Umfangreiches geografisches Servicenetzwerk

Serviceabdeckung: 26 Staaten mit 127 operativen Servicestandorten.

• Pädiatrische häusliche Gesundheitsdienste in 19 Bundesstaaten
• Medizinische Dienste für Erwachsene in 22 Bundesstaaten
• Verhaltensgesundheitsprogramme in 15 Bundesstaaten

Spezialisierte medizinische Ausbildungsprogramme

Jährliche Schulungsinvestition: 5,6 Millionen US-Dollar

Trainingsprogramm	Jährliche Teilnehmer
Zertifizierung klinischer Fähigkeiten	2,400
Spezialisierung auf pädiatrische Pflege	1,100
Schulung zur Heimgesundheitstechnologie	1,800

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Wertversprechen

Umfassende Lösungen für die häusliche Gesundheitsversorgung

Aveanna Healthcare Holdings Inc. bietet häusliche Gesundheitsdienstleistungen in mehreren Bundesstaaten der Vereinigten Staaten. Zum dritten Quartal 2023 berichtete das Unternehmen:

Servicekategorie	Anzahl der behandelten Patienten	Geografische Abdeckung
Pädiatrische häusliche Gesundheit	12.500 Patienten	19 Staaten
Gesundheit zu Hause für Erwachsene	8.750 Patienten	15 Staaten

Personalisierte patientenzentrierte Pflege

Das personalisierte Pflegemodell von Aveanna umfasst:

• Maßgeschneiderte Pflegepläne für individuelle Patientenbedürfnisse
• Eins-zu-eins-Patient-Betreuer-Matching
• Spezialisierte Ausbildung für medizinisches Fachpersonal

Kostengünstige Alternativen zur medizinischen Versorgung

Finanzkennzahlen zum Nachweis der Kosteneffizienz:

Kostenmetrik	Betrag	Vergleich zur Krankenhausversorgung
Durchschnittliche Kosten für Hausarztbesuche	$150-$250	60 % weniger als eine Krankenhausversorgung
Jährliche Kosteneinsparungen pro Patient	$4,500-$7,200	Geschätzte Einsparungen im Gesundheitssystem

Spezialisierte Unterstützung in der Kinder- und Erwachsenenpflege

Aufschlüsselung der spezialisierten Dienste:

• Pädiatrische Komplexversorgung: 7.200 Patienten
• Dienste für Entwicklungsbehinderte: 3.800 Patienten
• Management chronischer Erkrankungen: 5.600 Patienten

Flexibles und anpassungsfähiges Gesundheitsversorgungsmodell

Kennzahlen zur Serviceflexibilität:

Serviceanpassung	Prozentsatz	Zeitplan für die Implementierung
Telemedizin-Integration	35 % der Gesamtleistungen	Umgesetzt im Zeitraum 2022–2023
Pflegeverfügbarkeit rund um die Uhr	100 % der Serviceregionen	Dauerbetrieb

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Kundenbeziehungen

Personalisiertes Pflegemanagement

Aveanna Healthcare bietet personalisiertes Pflegemanagement für mehr als 7.500 Patienten in mehreren Bundesstaaten. Das Unternehmen betreut rund 2.300 pädiatrische Patienten mit komplexen Erkrankungen durch spezielle häusliche Gesundheitsprogramme.

Pflegemanagement-Metriken	Daten für 2023
Gesamtzahl der betreuten Patienten	7,500+
Pädiatrische Komplexpatienten	2,300
Engagierte Pflegemanager	450

Kontinuierliche Patientenkommunikation

Aveanna unterhält rund um die Uhr Kommunikationskanäle für Patienten mit einer durchschnittlichen Reaktionszeit von 15 Minuten für dringende Pflegeanfragen.

• Telefonische Support-Hotlines
• Digitale Patientenportale
• Mobile Anwendungskommunikation
• E-Mail-Supportsysteme

Engagement für die digitale Gesundheitsplattform

Die digitale Plattform des Unternehmens unterstützt 92 % der Patienteninteraktionen durch integrierte technologische Lösungen.

Funktionen der digitalen Plattform	Engagement-Rate
Nutzung mobiler Apps	68%
Online-Patientenportal	82%
Telemedizinische Beratungen	45%

Engagierte Patientenunterstützungsteams

Aveanna beschäftigt 650 engagierte Patientenunterstützungsspezialisten in mehreren Gesundheitsdienstleistungsbereichen.

• Spezialisten für pädiatrische Pflege
• Koordinatoren komplexer medizinischer Zustände
• Fachkräfte für häusliche Gesundheitsunterstützung
• Experten für klinisches Fallmanagement

Maßgeschneiderte Pflegekoordinationsdienste

Das Unternehmen bietet eine individuelle Pflegekoordination für Patienten mit speziellen medizinischen Bedürfnissen und deckt 95 % des komplexen Pflegebedarfs ab.

Kennzahlen zur Pflegekoordination	Leistung 2023
Maßgeschneiderte Pflegepläne	95%
Interdisziplinäre Koordination des Pflegeteams	98%
Patientenzufriedenheitsrate	89%

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Kanäle

Direkte häusliche Gesundheitsdienste

Aveanna Healthcare betreibt ab 2023 136 Servicestandorte in 16 Bundesstaaten. Das Unternehmen bietet häusliche Gesundheitsdienstleistungen mit einer Belegschaft von rund 30.000 medizinischen Fachkräften.

Servicekategorie	Anzahl der Standorte	Geografische Abdeckung
Pädiatrische häusliche Gesundheit	76 Standorte	Südosten der Vereinigten Staaten
Gesundheit zu Hause für Erwachsene	42 Standorte	Mittlerer Westen der Vereinigten Staaten
Komplexe Gesundheitsdienstleistungen	18 Standorte	Bundesweit

Telemedizin-Plattformen

Aveanna Healthcare integriert digitale Gesundheitslösungen mit Fernüberwachungsfunktionen.

• Virtuelle Pflegeplattformen, die 16 Bundesstaaten abdecken
• Telemedizinische Konsultationen stiegen im Jahr 2023 um 42 %
• Digitale Gesundheitsinfrastruktur, die 25.000 aktive Patientenverbindungen unterstützt

Empfehlungsnetzwerke für Gesundheitsdienstleister

Das Unternehmen pflegt strategische Partnerschaften mit über 500 Gesundheitseinrichtungen.

Typ des Empfehlungsnetzwerks	Anzahl der Partnerschaften	Netzwerkreichweite
Krankenhäuser	218 Partnerschaften	Landesweite Abdeckung
Ärztegruppen	276 Partnerschaften	Regionale Netzwerke
Spezialkliniken	68 Partnerschaften	Spezialisierte Pflegekanäle

Online-Patientenportale

Aveanna Healthcare bietet digitale Plattformen zur Patienteneinbindung mit robusten Funktionen.

• 87 % Akzeptanzrate des Patientenportals im Jahr 2023
• Zugriff auf Krankenakten in Echtzeit
• Sichere Messaging-Funktionen

Mobile Gesundheitsanwendung

Die mobile Anwendung des Unternehmens unterstützt umfassende Patienten- und Pflegepersonalinteraktionen.

Anwendungsfunktion	Benutzerinteraktion	Funktionalität
Patientenplanung	65.000 monatlich aktive Benutzer	Terminverwaltung
Krankenakten	48.000 monatlich aktive Benutzer	Zugang zu Gesundheitsinformationen
Kommunikation mit Pflegekräften	37.000 monatlich aktive Benutzer	Sicheres Messaging

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Kundensegmente

Pädiatrische Patienten mit komplexen medizinischen Bedürfnissen

Aveanna Healthcare betreut etwa 8.500 pädiatrische Patienten mit komplexen Erkrankungen. Das Unternehmen bietet spezialisierte häusliche Gesundheitsdienste für Kinder an, die Folgendes benötigen:

• Kompetente Pflege
• Entwicklungstherapie
• Privater Pflegedienst

Patientenkategorie	Jährliches Servicevolumen	Durchschnittliche Servicedauer
Pädiatrische Komplexversorgung	8.500 Patienten	12-18 Monate

Erwachsene Patienten, die Langzeitpflege benötigen

Aveanna Healthcare unterstützt rund 3.200 erwachsene Patienten mit langfristigem Gesundheitsbedarf und konzentriert sich dabei auf:

• Management chronischer Erkrankungen
• Rehabilitationsleistungen
• Medizinische Betreuung zu Hause

Servicetyp	Patientenzahl	Durchschnittliche monatliche Kosten
Langzeitpflege für Erwachsene	3.200 Patienten	4.500 $ pro Patient

Familien suchen Lösungen für die häusliche Gesundheitsversorgung

Aveanna Healthcare betreut rund 5.700 Familien in mehreren Bundesstaaten und bietet umfassende Unterstützung bei der häuslichen Gesundheitsfürsorge.

Geografische Abdeckung	Familienkunden	Dienstzustände
Multi-State-Netzwerk	5.700 Familien	15 Staaten

Gesundheitseinrichtungen und Anbieter

Das Unternehmen arbeitet mit zusammen 127 Gesundheitseinrichtungen, darunter Krankenhäuser, Rehabilitationszentren und Spezialkliniken.

Institutionstyp	Anzahl der Partnerschaften	Jährliches Empfehlungsvolumen
Gesundheitseinrichtungen	127 Partner	22.000 Patientenüberweisungen

Versicherungs- und Managed-Care-Organisationen

Aveanna Healthcare unterhält Verträge mit 42 Versicherungs- und Managed-Care-Organisationenund deckt unterschiedliche Patientengruppen ab.

Kategorie Versicherungspartner	Vertragsanzahl	Jährliche Rückerstattung
Versicherungsorganisationen	42 Partner	345 Millionen Dollar

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Kostenstruktur

Gehälter für medizinisches Fachpersonal

Laut dem Jahresbericht 2022 von Aveanna Healthcare beliefen sich die gesamten Arbeitskosten auf 1,2 Milliarden US-Dollar, was etwa 70–75 % der gesamten Betriebskosten ausmacht.

Professionelle Kategorie	Durchschnittliches Jahresgehalt
Geprüfte Krankenschwestern	$82,750
Heimpflegehelfer	$29,430
Spezialisierte Therapeuten	$95,620

Investitionen in medizinische Ausrüstung und Technologie

Im Geschäftsjahr 2022 investierte Aveanna Healthcare 45,3 Millionen US-Dollar in die Modernisierung von Technologie und medizinischer Ausrüstung.

• Systeme für elektronische Gesundheitsakten (EHR): 12,5 Millionen US-Dollar
• Telemedizin-Infrastruktur: 8,7 Millionen US-Dollar
• Medizinische Überwachungsgeräte: 24,1 Millionen US-Dollar

Transport- und Logistikkosten

Die Transportkosten beliefen sich im Jahr 2022 auf insgesamt etwa 87,6 Millionen US-Dollar und deckten den Transport von Patienten und Reisen von medizinischem Fachpersonal ab.

Transportkategorie	Jährliche Ausgaben
Patiententransport	62,3 Millionen US-Dollar
Mitarbeiterreisen	25,3 Millionen US-Dollar

Schulungs- und Compliance-Kosten

Aveanna Healthcare hat im Jahr 2022 22,9 Millionen US-Dollar für Schulungs- und Compliance-Programme bereitgestellt.

• Compliance-Schulung: 9,6 Millionen US-Dollar
• Berufliche Weiterentwicklung: 8,3 Millionen US-Dollar
• Zertifizierungsprogramme: 5 Millionen US-Dollar

Verwaltungs- und Betriebsaufwand

Die Verwaltungskosten für 2022 beliefen sich auf 156,4 Millionen US-Dollar, was etwa 10–12 % der gesamten Betriebskosten ausmacht.

Overhead-Kategorie	Jährliche Ausgaben
Unternehmensführung	68,2 Millionen US-Dollar
Bürobetrieb	44,6 Millionen US-Dollar
Technologieinfrastruktur	43,6 Millionen US-Dollar

Aveanna Healthcare Holdings Inc. (AVAH) – Geschäftsmodell: Einnahmequellen

Gebühren für häusliche Krankenpflege

Im dritten Quartal 2023 meldete Aveanna Healthcare einen Gesamtumsatz aus Dienstleistungen in Höhe von 401,3 Millionen US-Dollar. Die Gebühren für die häusliche Krankenpflege machen einen erheblichen Teil dieser Einnahmen aus.

Servicekategorie	Jahresumsatz (2023)	Prozentsatz des Gesamtumsatzes
Heimpflegedienste	1,55 Milliarden US-Dollar	62.4%
Pädiatrische Dienste	624 Millionen US-Dollar	25.1%

Versicherungserstattungen

Versicherungserstattungen machen etwa 75 % der gesamten Einnahmequellen von Aveanna aus.

• Erstattungssatz der Privatversicherung: 45 %
• Medicare-Erstattungssatz: 22 %
• Medicaid-Erstattungssatz: 33 %

Spezialisierte medizinische Versorgungsverträge

Spezialisierte medizinische Versorgungsverträge erwirtschafteten im Jahr 2023 einen Umsatz von 287,6 Millionen US-Dollar.

Vertragstyp	Jährlicher Vertragswert
Langzeitpflegeverträge	156,3 Millionen US-Dollar
Komplexe medizinische Versorgungsverträge	131,3 Millionen US-Dollar

Pflegepakete für Kinder und Erwachsene

Pflegepakete für Kinder und Erwachsene erwirtschafteten im Jahr 2023 einen Umsatz von 624 Millionen US-Dollar.

• Pädiatrische Pflegepakete: 412 Millionen US-Dollar
• Pflegepakete für Erwachsene: 212 Millionen US-Dollar

Technologiegestützte Gesundheitsdienste

Technologiegestützte Dienste trugen im Jahr 2023 78,5 Millionen US-Dollar zum Umsatz von Aveanna bei.

Technologiedienst	Jahresumsatz
Telegesundheitsdienste	42,3 Millionen US-Dollar
Fernüberwachung von Patienten	36,2 Millionen US-Dollar

Aveanna Healthcare Holdings Inc. (AVAH) - Canvas Business Model: Value Propositions

You're looking at the core reasons why payers and patients choose Aveanna Healthcare Holdings Inc. over other options, and honestly, the numbers from the third quarter of 2025 really back up their claims of delivering specialized, high-value care.

High-acuity, medically complex care delivered at home is the foundation. This isn't routine care; it's bringing sophisticated medical support to the patient's residence. This focus on complexity allows Aveanna Healthcare Holdings Inc. to command better rates and secure specialized contracts. The scale of this commitment is evident in their operational scope; for instance, in Q3 2025, their Private Duty Services segment alone generated revenue of $514 million, marking a 25.6% year-over-year increase.

This specialized approach naturally leads to the value proposition of patient-centric, one-on-one care for vulnerable populations. The company is structured to provide that dedicated attention. For example, the revenue per hour in their Private Duty Services climbed to $43.51 in Q3 2025, which is a 12.7% jump year-over-year, suggesting successful rate negotiation tied to the quality of that one-on-one service. The company is actively working to expand its reach in Medicaid states, targeting between 38-40 states, up from the 29 states they were operating in as of Q2 2025.

The platform is intentionally diversified to manage risk and capture different patient populations, which is a key strength when you look at their overall financial performance. Here's a quick breakdown of the segments based on recent performance:

Segment	Q3 2025 Revenue	Year-over-Year Revenue Growth
Private Duty Services (PDS)	$514 million	25.6%
Home Health and Hospice (HHH)	$62.4 million	15.3%
Medical Solutions (MS)	(Data not explicitly isolated for Q3 2025 revenue growth)	(Data not explicitly isolated for Q3 2025 revenue growth)

The overall company revenue for Q3 2025 hit $621.9 million, up 22.2% from the prior year period, showing that the diversified model is driving serious top-line momentum.

The focus on enhanced clinical outcomes driving value-based bonuses is translating directly to the bottom line. Aveanna Healthcare Holdings Inc. is clearly aligning incentives with payers. They reported an episodic payer mix above 70% in their Home Health and Hospice segment in Q3 2025, hitting 77%. This focus is backed by a goal to secure 12 value-based agreements by the end of 2025, up from 8 at the end of 2024. This strategic alignment is a major reason why their Q3 2025 Adjusted EBITDA reached $80.1 million, a massive 67.5% increase over the prior year period.

Finally, the value proposition of being a cost-effective alternative to institutional settings (SNF/hospital) is what underpins the entire financial story. By keeping high-acuity patients at home, they reduce systemic costs, which is what payers are willing to pay a premium for through those value-based contracts. This operational efficiency is reflected in the margin expansion; the consolidated gross margin for the nine-month period ending September 27, 2025, was 33.7% of revenue, up from 30.8% the prior year. The company has raised its full-year 2025 revenue guidance to greater than $2.375 billion and Adjusted EBITDA to greater than $300 million, which is a direct result of successfully executing this high-value, cost-conscious care model.

You should track the growth in preferred payer agreements, as that directly correlates with the higher-margin revenue streams you're seeing in the latest reports. Finance: draft 13-week cash view by Friday.

Aveanna Healthcare Holdings Inc. (AVAH) - Canvas Business Model: Customer Relationships

You're managing a national home care platform, and the relationship with the entities paying for that care-the payers-is absolutely central to your success. For Aveanna Healthcare Holdings Inc., this means a highly structured approach to managing relationships with both government programs and preferred private payers, alongside the direct, continuous care provided to patients.

Dedicated case management and care coordination

Aveanna Healthcare Holdings Inc. supports its patient base with dedicated resources, ensuring continuity across its diverse service lines, which include adult and pediatric hospice, home health private duty nursing, and medical solutions. The company has registered nurses, registered dietitians, and customer service technicians available 24 hours per day, 365 days per year, to support patients in-hospital, at-home, or remotely. This support is designed to ensure patients receive the best nutrition assessments, change order reviews, and formula selection expertise. Aveanna Healthcare Holdings Inc. also provides case management services to assist patients and families. The company operates across 38 states as of late 2025.

Direct, high-touch relationship with home-based patients

The core of the relationship is delivering care in the comfort of the patient's home, which is a cost-effective alternative to prolonged hospitalization. Aveanna Healthcare Holdings Inc. serves a large and complex patient population. As of late 2025, the company is a national leader serving more than 80,000 patients across its platform. Specifically, the private-duty services segment served 38,000 private duty patients across 27 states as of early 2025. In the Home Health and Hospice segment, the company saw 9,700 patient admissions in the first quarter of 2025, and a similar volume of 9,700 patient admissions in the third quarter of 2025. Furthermore, the Medical Solutions segment served approximately 91,000 unique patients in the third quarter of 2025. This high volume necessitates a focus on caregiver alignment to meet patient demand, especially in private-duty nursing where patient demand currently exceeds caregiver supply.

Strategic account management for preferred payers

Aveanna Healthcare Holdings Inc. heavily emphasizes strategic account management, particularly through its preferred payer strategy, which drives a significant portion of its volume and financial performance. This focus is key to navigating the evolving reimbursement environment. The company aims to align its clinical capacity with payers willing to offer enhanced reimbursement rates and value-based agreements. The progress on these strategic payer relationships is tracked closely:

Payer Relationship Metric	2024 Result/Goal	2025 Goal/Update
Preferred Payer Agreements (Private Duty)	Achieved 22 (up from 14)	Not explicitly updated for PDS goal in 2025 data.
Preferred Payer Agreements (Total/HH&H Focus)	Ended 2024 with 38 episodic agreements	Goal to reach 30 total preferred payer agreements; added 2 in Q1 2025. Added 5 in Q3 2025.
Episodic Payer Mix (Home Health & Hospice)	Ended 2024 at 76%	Goal was to maintain above 70% in 2024.
Value-Based Agreements (VBA)	Ended 2024 with eight VBAs	Goal of reaching 12 VBAs by the end of 2025.

This payer focus directly impacts financial results; for instance, the Home Health and Hospice segment revenue reached $62.4 million in the third quarter of 2025, a 15.3% year-over-year increase, driven in part by this strategy. The Private Duty Services segment revenue was $514 million in Q3 2025, a 25.6% increase year-over-year. The company is working to replicate this success in its Medical Solutions segment.

Focus on improving clinical outcomes and customer satisfaction

A key component of the preferred payer relationship is the focus on measurable results. Aveanna Healthcare Holdings Inc. links its payer strategy to clinical performance improvements. The episodic focus in Home Health and Hospice has improved clinical outcomes by more than 70%. The value-based agreements are explicitly bonus-oriented for achieving specific clinical outcomes and cost targets. The company's overall revised full-year 2025 guidance reflects this momentum, projecting revenue greater than $2.375 billion and Adjusted EBITDA greater than $300 million. The third quarter 2025 gross margin was 32.6% of revenue, or $202.8 million.

• The company is advocating for Medicaid rate integrity in at least ten states, having already seen rate increases in five states.
• The company's overall revenue for Q3 2025 was $621.9 million, a 22.2% rise year-over-year.
• Adjusted EBITDA for Q3 2025 was $80.1 million, a 67.5% increase compared to the previous year.

Long-term, continuous care for chronic conditions

Aveanna Healthcare Holdings Inc. provides services to medically complex, high-cost patient populations, which inherently requires a focus on long-term and continuous care management. The platform serves the geriatric population alongside adult and pediatric patients requiring ongoing support. The company's commitment to this continuous care model is evident in its segment focus; for instance, the Home Health and Hospice segment is a core area for growth, with revenue reaching $56.7 million in Q1 2025 (a 3.9% year-over-year increase) and $62.4 million in Q3 2025 (a 15.3% year-over-year increase). The company's long-term revenue growth target is 10%, with 7% organic growth targeted for 2025.

Finance: review the impact of the proposed 2026 CMS home health rule cut (proposed 6.4% aggregate cut) on the long-term sustainability of continuous care contracts by next Tuesday.

Aveanna Healthcare Holdings Inc. (AVAH) - Canvas Business Model: Channels

Aveanna Healthcare Holdings Inc. utilizes a multi-faceted channel strategy to reach and serve its patient populations, blending a vast physical footprint with targeted sales and digital support.

Network of 341 local branch offices for decentralized operations

The operational backbone relies on a decentralized network, allowing for localized service delivery across the country. As of late 2025, Aveanna Healthcare Holdings Inc. operates across 38 states. This physical presence is anchored by a network that includes the stipulated 341 local branch offices, facilitating proximity to patients requiring complex care.

Direct-to-patient home care delivery model

The core channel is the direct delivery of skilled nursing, therapy, and personal care services into the patient's home. This model supports significant patient volumes across segments. For instance, in the Private Duty Services (PDS) segment, the company served 38,000 private duty patients across 27 states in a prior period. For the Home Health and Hospice (HHH) segment, there were 9,700 patient admissions in the third quarter of 2025 alone.

The scale of the direct delivery channel is reflected in the financial performance, with Q2 2025 revenue reaching $589.6 million, contributing to the revised full-year 2025 revenue guidance of greater than $2.3 billion.

The following table details key volume and revenue metrics across the primary service segments as of recent reporting periods:

Segment	Metric Type	Latest Reported Value	Period/Context
Private Duty Services (PDS)	Revenue Increase	$78.2 million	Q2 2025 Year-over-Year
Home Health & Hospice (HHH)	Revenue Increase	$5.5 million	Q2 2025 Year-over-Year
HHH	Patient Admissions	9,700	Q3 2025
HHH	Episodes of Care	12,100	Q1 2025
HHH	Medicare Revenue Per Episode	$3,152	Q1 2025

Referral networks from hospitals and physician offices

Referrals from institutional and professional sources are critical for filling the direct-to-patient channel capacity. The company actively manages its payer mix to align with partners who provide more favorable reimbursement structures, which indirectly influences referral patterns.

• PDS volume tied to preferred payers reached 55% as of September 2025, with a goal to reach 75% to 80%.
• The Home Health and Hospice segment maintained an episodic payer mix of 76% in Q4 2024.
• Approximately ~90% of total revenue is generated from government payers.

Digital platforms for caregiver scheduling and clinical documentation

While specific platform usage statistics aren't provided, the company's strategic focus on technology is a key channel enabler for managing its large caregiver workforce and ensuring compliance. This technology supports the scheduling and documentation required to service the patient base efficiently, which is vital given the industry-wide staffing challenges.

Sales teams focused on MCO and government relations

Dedicated sales and government affairs teams act as a direct channel to secure favorable reimbursement rates and contracts with major payors, which underpins the viability of the direct care channel. The focus is on securing rate increases and value-based agreements.

• The government affairs teams secured 11 state rate wins in 2025 year-to-date (as of September 2025).
• The CMS 2026 hospice payment rule included a 2.6% increase in Medicare base rate payments.
• CMS proposed a 6.4% aggregate cut to home health payments for 2026.

The revised full-year 2025 Adjusted EBITDA guidance is greater than $270 million, reflecting the success of these rate-focused sales efforts.

Finance: draft 13-week cash view by Friday.

Aveanna Healthcare Holdings Inc. (AVAH) - Canvas Business Model: Customer Segments

You're looking at the core patient populations that drive the revenue for Aveanna Healthcare Holdings Inc. as of late 2025. The business model is built around serving medically complex, high-cost patients across the continuum, from pediatrics to the elderly, primarily in the home setting. This focus allows them to offer a lower-cost alternative to acute care settings, which is a major value driver for payers.

The company's overall financial footing in late 2025 reflects this focus, with trailing twelve-month revenue reaching $2.29 billion as of September 30, 2025. Management has raised the full-year 2025 revenue guidance to greater than $2.375 billion.

The customer segments are best understood through the lens of Aveanna Healthcare Holdings Inc.'s operating divisions, which directly map to the patient populations they serve:

• The largest group is the medically complex pediatric patients, primarily served through Private Duty Services (PDS).
• Adult patients requiring skilled home health and hospice care fall mainly under the Home Health & Hospice (HHH) segment.
• Managed Care Organizations (MCOs) and Federal and state government programs (Medicaid/Medicare) are the primary payers for the services delivered to the patient segments.
• Families seeking long-term, continuous care for chronic illness are the direct recipients of the PDS and HHH services.

Honestly, the PDS segment is the engine right now, making up the lion's share of the business. For the third quarter ending September 27, 2025, the PDS segment revenue was approximately $514 million, representing a 25.6% year-over-year increase. This segment is functionally an ICU bed at home, offering a 10x cost savings compared to acute care settings.

Here's a breakdown of the key segment performance metrics from Q3 2025, which gives you a clear picture of where the volume and revenue are concentrated:

Customer Segment Focus (Segment)	Q3 2025 Revenue (Approx.)	Year-over-Year Revenue Growth (Q3)	Key Metric/Volume	Gross Margin (Q3 2025)
Medically Complex Pediatric (PDS)	$514 million	25.6%	11.8 million hours of care	Not explicitly stated for PDS alone
Adult Home Health & Hospice (HHH)	$62.4 million	15.3%	9,700 total patient admissions	53.3%
Medical Solutions (MS)	$45.1 million	Flat	91,000 unique patients served	45%

The HHH segment, which targets adult patients, is also showing strong volume traction. In Q3 2025, this segment saw 9,700 total patient admissions, marking a 9% year-over-year increase. Furthermore, the company is successfully aligning with the payers who fund these services. For the HHH business, the episodic payer mix stood at 77% in Q3 2025, showing a strong preference for value-based arrangements.

The relationship with payers, which includes MCOs and government programs, is critical. Aveanna Healthcare Holdings Inc. has been actively securing better terms, achieving 11 state rate increases and two federal rate wins during 2025. This focus on rate clarity is what helped the PDS segment secure 30 preferred payer agreements, covering about 55% of its available volumes.

For the PDS segment specifically, which serves the most fragile pediatric patients, the revenue per hour was $43.51 in Q3 2025. This high rate reflects the complexity and the value proposition of keeping these patients at home rather than in expensive hospital settings. The company operates across 34 states with 327 locations to service these diverse, high-need customer bases.

Finance: draft 13-week cash view by Friday.

Aveanna Healthcare Holdings Inc. (AVAH) - Canvas Business Model: Cost Structure

You're looking at the expenses that drive the engine at Aveanna Healthcare Holdings Inc. as of late 2025. Honestly, in a labor-intensive business like home healthcare, the cost structure is dominated by one thing: people.

Caregiver Wages and Benefits (largest operating expense)

The single biggest drain on the bottom line is the cost of labor, which is what you pay your nurses and aides. For the third quarter ending September 27, 2025, the company reported a consolidated Gross Margin of 32.6% of revenue, meaning the cost of revenue-where caregiver wages sit-was approximately 67.4% of revenue for that quarter. To put a finer point on it, the cost of revenue rate in Q3 2025 was \$30.89 per hour. This is the core expense Aveanna Healthcare Holdings Inc. manages daily.

General and Administrative (G&A) Overhead for 341 Locations

Running a national platform with 341 locations-as you mentioned-requires significant fixed overhead to support those field operations. While the specific G&A dollar figure for all locations isn't broken out separately from Cost of Revenue in the segment reporting, we know the scale. Aveanna Healthcare Holdings Inc. operates across 38 states as of August 2025. This overhead covers everything from regional management to the administrative staff needed to handle billing, compliance, and credentialing across that footprint.

Interest Expense on Total Debt of \$1,490.0 million

Debt service is a fixed, non-negotiable cost. As of September 27, 2025, Aveanna Healthcare Holdings Inc. reported total indebtedness of \$1,490.0 million. To manage the risk from fluctuating interest rates on this substantial amount, the company has actively hedged its exposure. Here's how that variable rate debt was structured near the end of 2025:

• Interest rate swaps converting variable rate debt to fixed rate: \$520.0 million notional amount.
• Interest rate caps capping exposure to SOFR at 2.96%: \$880.0 million notional amount.

So, substantially all of that \$1,490.0 million was hedged against rising rates.

Technology and Clinical Training Investment Costs

A key part of Aveanna Healthcare Holdings Inc.'s strategy involves ongoing investment to improve efficiency and clinical quality, which are costs incurred outside of direct patient care wages. These investments include transformational projects like systems conversions and implementations, which are often grouped with acquisition integration costs. Furthermore, the company explicitly mentions continued investments in clinical outcomes and sales resources to support growth.

Corporate Expenses, Including \$34.5 million in Q2 2025

These are the costs associated with running the corporate headquarters, separate from field-level G&A. For the second quarter of 2025, the reported corporate expenses totaled \$34.5 million. These expenses can fluctuate based on one-time items, such as costs associated with the Thrive acquisition mentioned in that period.

Here is a summary of the concrete financial figures we have for the cost structure as of the latest reported periods in 2025:

Cost Component / Metric	Period / Date	Financial Number (USD)
Total Indebtedness (Debt Principal)	As of September 27, 2025	\$1,490.0 million
Corporate Expenses	Q2 2025	\$34.5 million
Cost of Revenue Rate (Proxy for Wages)	Q3 2025	\$30.89 per hour
Gross Margin Percentage (Cost of Revenue is the remainder)	Q3 2025	32.6% of Revenue
Gross Margin Percentage (Cost of Revenue is the remainder)	Nine Months Ended Sept 27, 2025	33.7% of Revenue
Debt Hedged via Interest Rate Swaps	As of September 27, 2025	\$520.0 million notional amount
Debt Hedged via Interest Rate Caps	As of September 27, 2025	\$880.0 million notional amount

Aveanna Healthcare Holdings Inc. (AVAH) - Canvas Business Model: Revenue Streams

Aveanna Healthcare Holdings Inc. has set its full-year 2025 revenue guidance to be greater than $2.375 billion.

The Private Duty Services (PDS) segment is the largest component of the revenue base, representing seventy-eight percent (78%) of total revenues as of late 2025. This segment's revenue for the third quarter of 2025 was approximately $514 million.

The Home Health & Hospice (HHH) division contributed revenue of about $62.4 million in the third quarter of 2025. For the Home Health business specifically, the episodic payer mix for admissions in Q3 2025 was reported at 77%.

Revenue generation is heavily influenced by rates secured from various payers. In 2025, Aveanna Healthcare Holdings Inc. achieved 11 state rate increases and two federal rate wins. The company's strategy involves securing adequate rates from government and payer partners.

The preferred payer strategy in the PDS segment has seen expansion, with the number of agreements reaching 30 in total, adding 5 in Q3 2025. These preferred payer agreements now cover approximately 56% of total PDS Managed Care Organization (MCO) volumes.

The primary sources of payment for Aveanna Healthcare Holdings Inc.'s services are detailed below, reflecting the Q3 2025 performance snapshot:

Revenue Stream Category	Segment	Q3 2025 Revenue Amount	Year-over-Year Growth (Q3 2025 vs Q3 2024)
Private Duty Services (PDS)	PDS	$514 million	25.6%
Home Health & Hospice (HHH)	HHH	$62.4 million	15.3%

Payments from government payers, specifically Medicaid and Medicare, are a key component, though the PDS segment, which is largely pediatric private duty, is considered a relatively protected class against certain Medicaid funding uncertainties. For the hospice portion of the HHH segment, the U.S. Center for Medicare & Medicaid Services (CMS) finalized its 2026 payment rule, which included a 2.6% increase in Medicare base rate payments.

Commercial and managed care payers (MCOs) are targeted through the preferred payer strategy, where partners agree to above-market rates or value-based bonuses. The company's focus includes:

• Securing adequate rates from government partners.
• Expanding preferred payer agreements in Private Duty Services.
• Navigating evolving regulatory environments.
• Achieving 10 reimbursement rate enhancements in private duty services as planned for 2025.