AVAH — what changed in the latest 10-Q
A section-by-section comparison of AVAH's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-13 vs the prior 10-Q · 2026-05-14
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +89 | −35 | ~38 | 55 |
| Market risk (Item 3) | Text added/removed | +2 | −4 | ~1 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +5 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-13
The following table summarizes the revenues generated by each of our segments for the six-month periods ended July 4, 2026 and June 28, 2025, respectively:
On June 1, 2026, the Company completed the acquisition of Family First Holding, LLC, a scaled, multi-state provider of pediatric home care that primarily provides skilled Private Duty Nursing services with 27 locations in seven states including Florida, Illinois, Iowa, Pennsylvania, South Dakota, Te…
typically 30 days, and other admissions, which primarily follow a per-visit reimbursement model. This allows us to better understand the payor mix of our home health business.
Three-Month Period Ended July 4, 2026 Compared to the Three-Month Period Ended June 28, 2025
Represents the change in margin percentage quarter over quarter.
Text removed vs the prior filing · source: 10-Q · 2026-05-14
complex children and adults with a wide variety of serious illnesses and conditions. Patients who typically qualify for PDN Services include those with the following conditions:
On March 12, 2026, the Company announced that it had entered into a definitive agreement to acquire Family First Holding, LLC, a scaled, multi-state provider of pediatric home care that primarily provides skilled Private Duty Nursing services with 27 locations in seven states including Florida, Illi…
diagnoses, and utilization. Management tracks home health revenue per completed episode over time to evaluate both the clinical and financial profile of the business in a single metric.
Three-Month Period Ended April 4, 2026 Compared to the Three-Month Period Ended March 29, 2025
The 5.7% increase in PDS revenue rate for the three-month period ended April 4, 2026, as compared to the three-month period ended March 29, 2025, resulted primarily from reimbursement rate increases issued by various state Medicaid programs and Managed Medicaid payers and improved collections on ful…
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-08-13
As of July 4, 2026, we had multiple interest rate cap agreements with an aggregate notional amount of $1,400.0 million and cap rates of 2.96% and 4.00%, effective for $880.0 million and $520.0 million of the notional amounts, respectively. The 2027 and 2029 cap agreements have an expiration dates of…
Based on our outstanding indebtedness and the effect of our interest rate cap agreements at July 4, 2026, a 100 basis point increase in interest rates associated with the approximately $83.4 million of unhedged variable rate debt as of July 4, 2026 would cause interest expense to increase by approxi…
Text removed vs the prior filing · source: 10-Q · 2026-05-14
As of April 4, 2026, we had two interest rate swap agreements, with an aggregate notional amount of $520.0 million, intended to limit our exposure to interest rate risk on our variable rate debt. The swap agreements pay a fixed rate of 2.03% and receive the one-month SOFR rate, subject to a 0.50% fl…
As of April 4, 2026, we had interest rate cap agreements, with an aggregate notional amount of $880.0 million, intended to limit our exposure to interest rate risk on our variable rate debt. These cap agreements have a cap rate of 2.96%, with an expiration date of February 28, 2027. We do not enter …
On April 14, 2026, the Company entered into an additional interest rate cap agreement, effective July 1, 2026, for an aggregate notional amount of $520.0 million and a cap rate of 4.00%, effectively replacing the swap agreements expiring June 30, 2026. The premium paid for the additional interest ra…
Based on our outstanding indebtedness and the effect of our interest rate swap and cap agreements at April 4, 2026, a 100 basis point increase in interest rates associated with the approximately $83.4 million of unhedged variable rate debt as of April 4, 2026 would cause interest expense to increase…
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-13
On May 28, 2026, the officer of the Company listed in the chart below adopted Rule 10b5-1 trading arrangements intended to provide solely for "eligible sell-to-cover transactions" (as described in Rule 10b5-1(c)(1) under the Exchange Act) to satisfy the applicable tax withholding obligations in conn…
Each trading arrangement permits transactions through the date of completion of all sales necessary to withhold minimum tax obligations required by applicable law.
The volume and timing of sales is determined based upon sell-to-cover events occurring upon the vesting of certain outstanding equity awards.
The expiration date is the date on which the tax withholding obligation arising from the vesting of all covered PSUs and RSUs and the related issuance of shares of our common stock has been satisfied.
The 10b5-1 plan in the above table included a representation from the officer to the Company, in accordance with the Company's securities trading policy, that such individual was not in possession of any material nonpublic information regarding the Company or the securities subject to the plan on th…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice