Ardent Health, Inc. (ARDT) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

2026-06-10 18:37

Ardent Health, Inc. (ARDT) Goldman Sachs 47th Annual Global Healthcare Conference 2026 June 10, 2026 11:20 AM EDT

Company Participants

Alfred Lumsdaine – Chief Financial Officer
David Styblo – Senior Vice President of Investor Relations

Conference Call Participants

Samuel Becker – Goldman Sachs Group, Inc., Research Division

Presentation

Samuel Becker
Goldman Sachs Group, Inc., Research Division

Good afternoon, everyone. Good morning, everyone. My name is Sam Becker. I’m with Goldman Sachs Research, and I have the honor to round up our conference with Ardent Health, CFO, Alfred Lumsdaine; and Senior VP of IR, Dave Styblo. Thank you both for joining us.

Alfred Lumsdaine
Chief Financial Officer

Our pleasure. Thanks for having us.

Question-and-Answer Session

Samuel Becker
Goldman Sachs Group, Inc., Research Division

So I guess to start, I know there’s a lot going on with your recent CEO transition. But before we get into that, could you just remind us a little bit of the Ardent story and then your overall growth strategy as it stands today?

Alfred Lumsdaine
Chief Financial Officer

Sure. Yes, Ardent Health, we’ve been around a long time, 30 years. But the company went public 2 years ago and is still a controlled public company. But off of that IPO plan, 3-part growth strategy, focused, I’d say, first and foremost, on expanding margins. We believe we continue to have an opportunity through creating incremental scale the company had — was built off of acquisition, but has moved — transformed from being more of a holding company to more of an operating company, where we’ve consolidated a lot of the back-office operations and oversight into a single operating unit over the last several years, we still have the opportunity to optimize that platform. And we call a lot of our initiatives to expand margins, our moniker is our impact programs.

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