AHCO
AdaptHealth Corp.6.72post+$0.01 (+0.15%)at close −$4.12 (−38.04%)
as of 23:42:43 UTCnext report Nov 3 · 90d
Earnings Room‹ back to AHCO
The report
reported · awaiting the session that absorbs itAug 4before the opennext Nov 3
Reported yesterday, before the openThe market priced ±13.5% into it; the session that absorbs it hasn't closed yet
The reaction
Loading the session…
Expected movement · next report
market-implied · at the Aug 4 close±26.2%is what the chain prices between now and the expiry below. Not a view we hold.
That span is 136days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.
expiry Dec 18 · first after the reportATM strike 7.5straddle 2.07ATM IV 59%× 0.85 straddle-to-rangespot 6.72
Blast radius
2 linked · N-PORT + EDGARIf AHCO moves ±26.2% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.
Positioning
4 expiries · as of the Aug 3 closeContracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.
OI ΔPutsOI
ExpiryOICallsOI Δ
first84
Aug 21
18d
253first
first
11.7k
Sep 18
46d
6.2k
first
first
38
Dec 18
137d
104first
first432
Jan 15
165d
2.2kfirst
The record
expected in pale · actual in full color4/8reports moved further than the options market had pricedtypically ±13.6% realized vs ±13.4% priced
May 5 '26±11.7%→−9.9%×0.84
Feb 24 '26±12.4%→−13.9%×1.13
Nov 4 '25±14.7%→+17.4%×1.18
Aug 5 '25±12.4%→+11.0%×0.88
May 6 '25±16.4%→+1.7%×0.10
Feb 25 '25±14.8%→+24.4%×1.65
Nov 5 '24±12.5%→−9.6%×0.76
Aug 6 '24±11.9%→−21.1%×1.77
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported -0.99 · rev $740M
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.