Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at AMN Healthcare Services (NYSE: AMN) and the best and worst performers in the healthcare providers & services industry.

The healthcare providers and services sector, from insurers to hospitals, benefits from consistent demand, generating stable revenue through premiums and patient services. However, it faces challenges from high operational and labor costs, reimbursement pressures that squeeze margins, and regulatory uncertainty. Looking ahead, an aging population with more chronic diseases and a shift toward value-based care create tailwinds. Digitization via telehealth, data analytics, and personalized medicine offers new revenue streams. Nonetheless, headwinds persist, including clinical labor shortages, ongoing reimbursement cuts, and regulatory scrutiny over pricing and quality.

The 40 healthcare providers & services stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.4% while next quarter’s revenue guidance was in line.

Luckily, healthcare providers & services stocks have performed well with share prices up 10.5% on average since the latest earnings results.

AMN Healthcare Services (NYSE: AMN)

With a network of thousands of healthcare professionals ranging from nurses to physicians to executives, AMN Healthcare (NYSE: AMN) provides healthcare workforce solutions including temporary staffing, permanent placement, and technology platforms for hospitals and healthcare facilities across the United States.

AMN Healthcare Services reported revenues of $1.38 billion, up 99.9% year on year. This print exceeded analysts’ expectations by 11.8%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS and revenue estimates.

“Our first quarter performance demonstrated strong execution across AMN, with results exceeding our expectations and guidance while navigating a dynamic market environment,” said Cary Grace, President and Chief Executive Officer of AMN Healthcare.

AMN Healthcare Services pulled off the biggest analyst estimate beat and fastest revenue growth of the whole group. Unsurprisingly, the stock is up 31.2% since reporting and currently trades at $29.46.

Is now the time to buy AMN Healthcare Services? Access our full analysis of the earnings results here, it’s free.

Best Q1: agilon health (NYSE: AGL)

Transforming how doctors care for seniors by shifting financial incentives from volume to outcomes, agilon health (NYSE: AGL) provides a platform that helps primary care physicians transition to value-based care models for Medicare patients through long-term partnerships and global capitation arrangements.

agilon health reported revenues of $1.42 billion, down 7.3% year on year, outperforming analysts’ expectations by 3.2%. The business had a stunning quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.

agilon health delivered the highest full-year guidance raise among its peers. On a dimmer note, the company lost 85,000 customers and ended up with a total of 426,000. The market seems happy with the results as the stock is up 229% since reporting. It currently trades at $91.70.

Is now the time to buy agilon health? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Option Care Health (NASDAQ: OPCH)

With a nationwide network of 177 locations serving 43 states and a team of over 4,500 clinicians, Option Care Health (NASDAQ: OPCH) is the largest independent provider of home and alternate site infusion services, delivering medications and clinical support to patients across the United States.

Option Care Health reported revenues of $1.35 billion, up 1.3% year on year, falling short of analysts’ expectations by 3.3%. It was a slower quarter as it posted full-year revenue guidance missing analysts’ expectations and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 22.4% since the results and currently trades at $20.85.

Read our full analysis of Option Care Health’s results here.

Pediatrix Medical Group (NYSE: MD)

With a network of approximately 2,620 affiliated physicians caring for some of the most vulnerable patients, Pediatrix Medical Group (NYSE: MD) provides specialized physician services focused on neonatal, maternal-fetal, pediatric cardiology and other pediatric subspecialty care across 37 states.

Pediatrix Medical Group reported revenues of $476.2 million, up 3.9% year on year. This number topped analysts’ expectations by 2.6%. Overall, it was a very strong quarter as it also put up a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

The stock is down 3.9% since reporting and currently trades at $21.54.

Read our full, actionable report on Pediatrix Medical Group here, it’s free.

Select Medical (NYSE: SEM)

With a nationwide network spanning 46 states and over 2,700 healthcare facilities, Select Medical (NYSE: SEM) operates critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers across the United States.

Select Medical reported revenues of $1.42 billion, up 5% year on year. This result beat analysts’ expectations by 0.9%. However, it was a slower quarter as it recorded a significant miss of analysts’ EPS estimates and full-year EPS guidance in line with analysts’ estimates.

The stock is flat since reporting and currently trades at $16.52.

Read our full, actionable report on Select Medical here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.