AMN

• GAAP diluted EPS was $0.53, compared to a net loss of $3.02 per share in Q2 2025; adjusted diluted EPS was $0.77, up 158% year over year.
• Adjusted EBITDA was $73.4 million, up 26% year over year, with an adjusted EBITDA margin of 10.9%.
• Nurse and Allied Solutions segment revenue grew 11% year over year to $422 million, while Physician and Leadership Solutions revenue declined 6% to $165 million.
• The company provided Q3 2026 guidance with revenue expected between $640 million and $655 million.
• Cash and cash equivalents totaled $362 million at quarter end, with total debt of $750 million and a leverage ratio of 1.5x.

9.01 Financial Statements and Exhibits

• Adjusted diluted EPS was $2.10, up 366% from $0.45 in Q1 2025; adjusted EBITDA was $166.1 million, up 159%.
• Nurse and Allied Solutions segment revenue grew 173% year over year to $1.127 billion, driven by $722 million in labor disruption revenue.
• Cash flow from operations was $562 million, with quarter-end cash of $561 million and total debt of $750 million.
• Q2 2026 revenue guidance is $620-$635 million, with adjusted EBITDA margin of 6.7%-7.2%.
• event_type
• earnings
• tags
• Q1 2026
• earnings
• labor disruption
• guidance
• AMN Healthcare

9.01 Financial Statements and Exhibits

• At the May 1, 2026 annual meeting, shareholders approved Amendment No. 1 to the AMN Healthcare 2025 Equity Plan, previously approved by the Board subject to shareholder approval.
• The advisory vote on named executive officer compensation was approved with 22,728,186 votes for and 7,071,111 against.
• The ratification of KPMG LLP as independent registered public accounting firm for fiscal year 2026 was approved with 33,170,877 votes for.
• A shareholder proposal for an independent board chairman was not approved, with 22,327,804 votes against.
• The full text of Amendment No. 1 is filed as Exhibit 10.1 to the Form 8-K.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Full year 2025 revenue was $2.73 billion, down 8% from 2024, with a net loss of $95.7 million and adjusted EPS of $1.36.
• The company recorded $124 million in labor disruption revenue in Q4 and expects approximately $600 million in Q1 2026.
• Debt was reduced by $285 million in 2025, ending the year with total debt of $775 million.
• Q1 2026 revenue guidance is $1.225-$1.240 billion, with adjusted EBITDA margin of 9.7%-10.2%.

9.01 Financial Statements and Exhibits

• Harris will not stand for re-election at the 2026 Annual Meeting, and his decision was not due to any disagreement with the Company or the Board.
• The Board intends to nominate Eric Palmer for election to the Board at the 2026 Annual Meeting.
• Palmer has over 25 years of experience in healthcare services, care management, benefits, and insurance, and previously served as EVP Enterprise Strategy at The Cigna Group and as President/CEO of Evernorth Health Services.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• AMN Healthcare Services, Inc. will present at the J.P. Morgan Healthcare Conference on Wednesday, January 14, 2026.
• The information is furnished under Item 7.01 Regulation FD and will not be incorporated by reference into any SEC filings unless specifically referenced.
• The presentation includes non-GAAP measures such as Adjusted EBITDA, Adjusted Net Income, Adjusted EBITDA Margin, and Free Cash Flow.
• The presentation highlights AMN's position as a leader in total talent solutions, with $2.7B LTM revenue and ~125K healthcare professional placements in 2024.

7.01 Regulation FD Disclosure

• On December 11, 2025, the Board of Directors of AMN Healthcare Services, Inc. adopted amended and restated by-laws.
• The amendments update disclosure requirements for stockholder nominations and proposals, including information about proposing stockholders and nominees.
• Director candidates must now be available for interviews with Board members regarding their candidacy and qualifications.
• The by-laws became effective immediately upon Board approval and are filed as Exhibit 3.1 to the Form 8-K.

5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year

• GAAP net income was $29.3 million, or $0.76 per diluted share, compared to $7 million, or $0.18 per share, in Q3 2024.
• Adjusted diluted EPS was $0.39, down 36% from $0.61 in the prior-year quarter.
• Adjusted EBITDA was $57.5 million, down 22% year over year, with margin of 9.1%.
• Q4 2025 guidance: revenue of $715-$730 million, adjusted EBITDA margin of 6.8%-7.3%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits