v3.26.1
Revenue Recognition and Accounts Receivable (Tables)
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of composition of net revenues by payor type and core service lines
The composition of net revenue by payor type for the three and six months ended June 30, 2026 and 2025 are as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Insurance$453,732 $385,205 $849,275 $757,726 
Government172,774 164,430 336,020 320,283 
Patient pay113,801 107,465 234,885 223,638 
Net revenue$740,307 $657,100 $1,420,180 $1,301,647 

The composition of net revenue by segment for the three and six months ended June 30, 2026 and 2025 are as follows (in thousands):
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
Net sales revenue:
Sleep Health$267,764 $254,593 $519,517 $495,764 
Respiratory Health9,186 7,826 17,443 16,087 
Wellness at Home81,197 102,002 157,280 217,557 
Total net sales revenue$358,147 $364,421 $694,240 $729,408 
Net revenue from fixed monthly equipment reimbursements:
Sleep Health$84,025 $73,292 $165,649 $140,833 
Respiratory Health151,684 148,827 298,443 291,001 
Wellness at Home43,114 39,490 83,584 76,510 
Total net revenue from fixed monthly equipment reimbursements$278,823 $261,609 $547,676 $508,344 
Net revenue from capitated revenue arrangements:
Sleep Health$34,672 $6,804 $59,790 $14,443 
Respiratory Health33,532 13,797 56,656 28,843 
Wellness at Home35,133 10,469 61,818 20,609 
Total net revenue from capitated revenue arrangements$103,337 $31,070 $178,264 $63,895 
Total net revenue:
Sleep Health$386,461 $334,689 $744,956 $651,040 
Respiratory Health194,402 170,450 372,542 335,931 
Wellness at Home159,444 151,961 302,682 314,676 
Total net revenue$740,307 $657,100 $1,420,180 $1,301,647