Becker’s Healthcare Podcast Scott Becker - Surgery Partners Misses Earnings 11-10-25
Nov 10, 2025
Scott Becker dives into Surgery Partners' recent quarterly results, highlighting a slight revenue miss and a staggering 31% earnings decline. This downturn has led to a dramatic 24% drop in the company's stock value, despite some year-over-year revenue growth. Becker also shares his passion for the outpatient surgery sector and why it constantly piques his interest. Tune in to uncover insights on the financial health of a key player in healthcare!
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Revenue Growth With Earnings Pressure
- Surgery Partners barely missed revenue estimates but showed meaningful year-over-year revenue growth.
- Earnings fell 31%, revealing margin or cost pressures despite revenue resilience.
Diversified Surgical Footprint
- Surgery Partners operates outpatient surgery centers plus surgical hospitals and other assets, diversifying its footprint.
- That diversified asset base helps explain why revenue grew but earnings can still be volatile.
Leadership As A Stabilizer
- Leadership matters: Scott Becker highlights Eric Evans as a strong leader at Surgery Partners.
- Strong management can be a stabilizing factor amid short-term earnings swings.