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HealthSouth Reports Strong Results for Fourth Quarter and Full Year 2009

Continued Debt Reductions, Discharge Growth, and Effective Expense Management

2010 Guidance Reflects Continued Growth


News provided by

HealthSouth Corporation

Feb 22, 2010, 04:30 ET

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BIRMINGHAM, Ala., Feb. 22 /PRNewswire-FirstCall/ -- HealthSouth Corporation (NYSE: HLS), the nation's largest provider of inpatient rehabilitative healthcare services, today reported its results of operations for the fourth quarter and year ended December 31, 2009.

"The fourth quarter was a strong conclusion to an excellent year for HealthSouth," said Jay Grinney, President and Chief Executive Officer of HealthSouth. "The Company continued to execute its business plan and performed well across all key metrics: we discharged 4.6% more patients; provided this care on a cost-effective basis; and strengthened our balance sheet repaying approximately $34 million of debt. For the year, we discharged 5.4% more patients and reduced debt by approximately $151 million through the continued generation of strong cash flows. We believe these solid results provide the necessary momentum for another successful year in 2010."

Fourth Quarter Results

  • Consolidated net operating revenues were $486.2 million for the fourth quarter of 2009 compared to $460.8 million for the fourth quarter of 2008, or an increase of 5.5%. This increase was driven primarily by a 4.6% quarter-over-quarter increase in patient discharges. Discharges increased by 4.2% quarter over quarter on a same store basis.
  • Reported net income per diluted share for the fourth quarter of 2009 was $0.35 per share compared to $1.81 per diluted share for the fourth quarter of 2008. The Company's results for the fourth quarter of 2008 included a $121.3 million, or $1.20 per diluted share, gain associated with the UBS Settlement and an income tax benefit of $48.4 million, or $0.48 per diluted share, primarily related to an additional income tax refund for tax years 1995 through 1999.
  • Adjusted net income from continuing operations (see attached supplemental information) for the fourth quarter of 2009, which included a $15.6 million, or $0.14 per diluted share, loss on early extinguishment of debt related to the Company's previously reported debt refinancing transaction in the quarter, was $0.22 per diluted share compared to $0.24 per diluted share for the fourth quarter of 2008. Excluding the loss on early extinguishment of debt, the Company experienced quarter-over-quarter growth due primarily to increased revenues, lower interest expense, and effective expense management.
  • Adjusted Consolidated EBITDA (see attached supplemental information) for the fourth quarter of 2009 was $94.7 million compared to $87.5 million in the fourth quarter of 2008, or an increase of 8.2%. This increase resulted from increased revenues, as discussed above, and effective expense management.

Full Year Results

  • Consolidated net operating revenues were $1,911.1 million for the year ended December 31, 2009 compared to $1,829.5 million for the year ended December 31, 2008, or an increase of 4.5%. This increase was primarily attributable to a 5.4% year-over-year increase in patient discharges. Discharges increased by 4.8% year over year on a same store basis.
  • Reported net income per diluted share for the year ended December 31, 2009 was $0.77 per share compared to $2.62 per diluted share for the year ended December 31, 2008. The Company's results for the year ended December 31, 2008 included $188.5 million, or $1.96 per diluted share, of gains associated with government, class action, and related settlements, including the $121.3 million gain associated with the UBS Settlement mentioned above.
  • Adjusted income from continuing operations was $1.45 per diluted share for the year ended December 31, 2009 compared to $0.76 per diluted share for the year ended December 31, 2008. The year-over-year growth was due primarily to increased revenues, lower interest expense, and effective expense management.
  • Adjusted Consolidated EBITDA for the year ended December 31, 2009 was $383.0 million compared to $341.2 million for the year ended December 31, 2008, or an increase of 12.3%. This increase was driven by increased revenues, as discussed above, and effective expense management.

As of December 31, 2009, total debt outstanding approximated $1.7 billion, with no amounts drawn on the Company's $400 million revolving credit facility. During 2009, the Company reduced its total debt outstanding by approximately $151 million and increased its cash and cash equivalents by approximately $49 million. Cash flows provided by operating activities were $406.1 million for 2009 compared to $227.2 million for 2008. Cash flows provided by operating activities in 2009 included $73.8 million in net cash proceeds related to the Company's settlement with UBS and the receipt of $63.7 million in income tax refunds associated with amended tax returns from previous periods.  

"Our previously reported refinancing transaction, in combination with the previously announced amendment to our credit agreement and our strong cash flow generation in 2009, resulted in a stronger balance sheet that gives us greater flexibility going forward," said Ed Fay, Senior Vice President – Finance and Treasurer of HealthSouth. "HealthSouth made significant progress on its deleveraging goal in 2009 through both debt reduction and Adjusted Consolidated EBITDA growth. Looking ahead, our strong cash flows will continue to support further debt reduction and new expansion opportunities for the Company."

Due to the Company's debt reduction efforts and its higher Adjusted Consolidated EBITDA (see attached supplemental information), the Company's leverage ratio was 4.3x as of December 31, 2009 compared to 5.3x as of December 31, 2008. The Company remains confident it can achieve its leverage ratio goal of 3.5x to 4.0x by the end of 2011.

2010 Guidance

Adjusted income from continuing operations for 2010 is expected to be in the range of $1.60 to $1.70 per diluted share, compared to $1.45 per share in 2009. Adjusted income from continuing operations excludes any gain or loss associated with the fair value adjustments to the Company's interest rate swaps that are not designated as hedges, certain professional fees (related primarily to the Company's derivative litigation), and other non-recurring items.

Adjusted Consolidated EBITDA for 2010 is expected to be in the range of $397 million to $407 million, compared to $383 million for 2009. The Company's credit agreement allows unusual noncash items or nonrecurring charges to be added to net income to arrive at Adjusted Consolidated EBITDA.

See the attached supplemental information, as well as the Current Report on Form 8-K furnished with this press release on February 22, 2010, for additional information related to our use and the definitions of adjusted income from continuing operations and Adjusted Consolidated EBITDA.

Earnings Conference Call and Webcast

The Company will host an investor conference call at 9:00 a.m. Eastern Time on Tuesday, February 23, 2010 to discuss its results for the fourth quarter of 2009. For reference during the call, the Company will post certain supplemental slides at http://investor.healthsouth.com.

The conference call may be accessed by dialing 866-406-5369 and giving the pass code 48454905. International callers should dial 973-582-2847 and give the same pass code. Please call approximately ten minutes before the start of the call to ensure you are connected. The conference call will also be webcast live and will be available at http://investor.healthsouth.com by clicking on an available link.

A replay of the conference call will be available, beginning approximately two hours after the completion of the conference call, from February 23 until March 9, 2010. To access the replay, please dial 8006421687. International callers should dial 7066459291. The webcast will also be archived for replay purposes after the live broadcast at http://investor.healthsouth.com.

About HealthSouth

HealthSouth is the nation's largest provider of inpatient rehabilitative healthcare services. Operating in 26 states across the country and in Puerto Rico, HealthSouth serves patients through its network of inpatient rehabilitation hospitals, long-term acute care hospitals, outpatient rehabilitation satellites, and home health agencies. HealthSouth strives to be the nation's preeminent provider of inpatient rehabilitative healthcare services and can be found on the Web at www.healthsouth.com.

Other Information

The Company's leverage ratio that is referenced in this release and elsewhere from time to time is defined in the Company's credit agreement as the ratio of consolidated total debt to Adjusted Consolidated EBITDA for the trailing four quarters. Reconciliations of net income to Adjusted Consolidated EBITDA can be found in the following schedules.

On January 1, 2009, we reclassified our noncontrolling interests (formerly known as "minority interests") as a component of equity and now report net income and comprehensive income attributable to our noncontrolling interests separately from net income and comprehensive income attributable to HealthSouth. Due to the adoption of this accounting guidance, all prior period amounts presented in the attached financial information are labeled "as adjusted."

The information in this press release is summarized and should be read in conjunction with the Company's Annual Report on Form 10-K for the year ended December 31, 2009 (the "2009 Form 10-K"), when filed, as well as the Company's Current Report on Form 8-K filed on February 22, 2010. In addition, the Company will post supplemental slides today on its website at http://investor.healthsouth.com for reference during its February 23, 2010 earnings call.

The Company expects to file its 2009 Form 10-K this week. When filed, the report can be found on the Company's website at http://investor.healthsouth.com and the SEC's website at www.sec.gov.

    
    
                       HealthSouth Corporation and Subsidiaries
                        Consolidated Statements of Operations
                                      (Unaudited)
    
                            Three Months Ended               Year Ended
                               December 31,                  December 31,
                           --------------------          -------------------
                           2009            2008          2009          2008
                           ----            ----          ----          ----
                                       (As Adjusted)             (As Adjusted)
                                 (In Millions, Except Per Share Data)
    Net operating
     revenues             $486.2          $460.8       $1,911.1      $1,829.5
                          ------          ------       --------      --------
    Operating expenses:
        Salaries and
         benefits          243.7           232.1          948.8         928.2
        Other operating
         expenses           70.8            65.6          271.4         264.9
        General and
         administrative
         expenses           28.1            26.7          104.5         105.5
        Supplies            28.8            27.6          112.4         108.2
        Depreciation
         and amortization   18.1            17.7           70.9          82.4
        Impairment of
         long-lived assets     -               -              -           0.6
        Gain on UBS
         Settlement            -          (121.3)             -        (121.3)
        Occupancy costs     11.8            12.0           47.6          48.8
        Provision for
         doubtful accounts   7.8             6.9           33.1          27.0
        Loss on disposal
         of assets           0.5             1.4            3.5           2.0
        Government,
         class action,
         and related
         settlements
         expense            (4.6)          (39.3)          36.7         (67.2)
        Professional
         fees-accounting,
         tax, and legal      3.8            31.5            8.8          44.4
                             ---            ----            ---          ----
           Total operating
            expenses       408.8           260.9        1,637.7       1,423.5
    Loss on early
     extinguishment
     of debt                15.6             0.1           12.5           5.9
    Interest expense and
     amortization of debt
     discounts and fees     30.8            28.4          125.8         159.5
    Other (income) expense  (2.0)            2.0           (3.4)            -
    Loss on interest
     rate swaps              2.9            39.6           19.6          55.7
    Equity in net
     income of
     nonconsolidated
     affiliates             (1.8)           (2.8)          (4.6)        (10.6)
                            ----            ----           ----         -----
        Income from
         continuing
         operations
         before income
         tax benefit        31.9           132.6          123.5         195.5
    Provision for
     income tax benefit     (2.4)          (48.4)          (3.2)        (70.1)
                            ----           -----           ----         -----
        Income from
         continuing
         operations         34.3           181.0          126.7         265.6
    Income from
     discontinued
     operations,
     net of tax             12.6             9.2            2.1          16.2
                            ----             ---            ---          ----
        Net income          46.9           190.2          128.8         281.8
    Less: Net income
     attributable
     to noncontrolling
     interests              (8.3)           (8.3)         (34.0)        (29.4)
                            ----            ----          -----         -----
        Net income
         attributable
         to HealthSouth     38.6           181.9           94.8         252.4
    Less: Convertible
     perpetual preferred
     stock dividends        (6.5)           (6.5)         (26.0)        (26.0)
                            ----            ----          -----         -----
        Net income
         attributable
         to HealthSouth
         common 
         shareholders      $32.1          $175.4          $68.8        $226.4
                           =====          ======          =====        ======
    
    Weighted average
     common shares
     outstanding:
        Basic               92.6            87.4           88.8          83.0
                            ====            ====           ====          ====
        Diluted            107.8           100.7          103.3          96.4
                           =====           =====          =====          ====
    
    Earnings per
     common share:
      Basic: 
         Income from
          continuing
          operations
          attributable
          to HealthSouth
          common
          shareholders     $0.22           $1.91          $0.76         $2.53
         Income from
          discontinued
          operations,
          net of tax,
          attributable
          to HealthSouth
          common
          shareholders      0.13            0.10           0.01          0.20
                            ----            ----           ----          ----
         Net income
          per share
          attributable
          to HealthSouth
          common
          shareholders     $0.35           $2.01          $0.77         $2.73
                           =====           =====          =====         =====
      Diluted:
         Income from
          continuing
          operations
          attributable
          to HealthSouth
          common
          shareholders     $0.22           $1.72          $0.76         $2.45
         Income from
          discontinued
          operations,
          net of tax,
          attributable
          to HealthSouth
          common
          shareholders      0.13            0.09           0.01          0.17
                            ----            ----           ----          ----
         Net income
          per share
          attributable
          to HealthSouth
          common
          shareholders     $0.35           $1.81          $0.77         $2.62
                           =====           =====          =====         =====
    
    Amounts attributable
     to HealthSouth:
        Income from
         continuing
         operations        $26.1          $172.9          $93.3        $235.8
        Income from
         discontinued
         operations,
         net of tax         12.5             9.0            1.5          16.6
                            ----             ---            ---          ----
        Net income
         attributable
         to HealthSouth    $38.6          $181.9          $94.8        $252.4
                           =====          ======          =====        ======
    
    
    
                       HealthSouth Corporation and Subsidiaries
                            Consolidated Balance Sheets
                                     (Unaudited)
    
                                                        As of December 31,
                                                        ------------------
                                                      2009             2008
                                                      ----             ----
                                                                 (As Adjusted)
                                              (In Millions, Except Share Data)
                                 Assets
    Current assets:
        Cash and cash equivalents                      $80.9           $32.1
        Restricted cash                                 67.8           154.0
        Restricted marketable securities                 2.7            20.3
        Accounts receivable, net of
         allowance for doubtful accounts of
         $33.1 in 2009; $30.9 in 2008                  219.7           234.9
        Prepaid expenses and other current assets       54.9            58.6
        Insurance recoveries receivable                    -           182.8
                                                         ---           -----
           Total current assets                        426.0           682.7
    Property and equipment, net                        664.8           662.1
    Goodwill                                           416.4           414.7
    Intangible assets, net                              37.4            42.4
    Investments in and advances to
     nonconsolidated affiliates                         29.3            36.7
    Income tax refund receivable                        10.0            55.9
    Other long-term assets                              97.6           103.7
                                                        ----           -----
           Total assets                             $1,681.5        $1,998.2
                                                    ========        ========
    
                 Liabilities and Shareholders’ Deficit
    Current liabilities
        Current portion of long-term debt              $21.5           $23.6
        Accounts payable                                50.2            45.5
        Accrued payroll                                 77.9            89.8
        Refunds due patients and other
         third-party payors                             53.0            48.8
        Other current liabilities                      182.0           270.0
        Government, class action, and
         related settlements                             6.6           268.5
                                                         ---           -----
           Total current liabilities                   391.2           746.2
    Long-term debt, net of current portion           1,641.0         1,789.6
    Self-insured risks                                 100.0           108.6
    Other long-term liabilities                         59.5            53.6
                                                        ----            ----
                                                     2,191.7         2,698.0
                                                     -------         -------
    Commitments and contingencies
    Convertible perpetual preferred stock              387.4           387.4
                                                       -----           -----
    Shareholders’ deficit:
        HealthSouth shareholders' deficit             (974.0)       (1,169.4)
        Noncontrolling interests                        76.4            82.2
                                                        ----            ----
           Total shareholders' deficit                (897.6)       (1,087.2)
                                                      ------        --------
              Total liabilities and shareholders’
               deficit                              $1,681.5        $1,998.2
                                                    ========        ========
    
    
    
                               HealthSouth Corporation
                        Consolidated Statements of Cash Flows
                                     (Unaudited)
    
                                                        For the Year Ended
                                                            December 31,
                                                       ---------------------
                                                       2009             2008
                                                       ----             ----
                                                                 (As Adjusted)
                                                           (In Millions)
    Cash flows from operating activities:
    Net income                                        $128.8           $281.8
                                                      ------           ------
    Income from discontinued operations                 (2.1)           (16.2)
                                                        ----            -----
    Adjustments to reconcile net income to net cash
     provided by operating activities-
        Provision for doubtful accounts                 33.1             27.0
        Provision for government, class action, and
         related settlements                            36.7            (90.6)
        UBS Settlement proceeds, gross                 100.0            (97.9)
        Depreciation and amortization                   70.9             82.4
        Amortization of debt issue costs, debt
         discounts, and fees                             6.6              6.5
        Impairment of long-lived assets                    -              0.6
        Realized (gain) loss on sale of investments     (0.8)             1.4
        Loss on disposal of assets                       3.5              2.0
        Loss on early extinguishment of debt            12.5              5.9
        Loss on interest rate swaps                     19.6             55.7
        Equity in net income of nonconsolidated
         affiliates                                     (4.6)           (10.6)
        Distributions from nonconsolidated affiliates    8.6             10.9
        Stock-based compensation                        13.4             11.7
        Deferred tax provision                           4.1              3.7
        Other                                            1.3              2.0
        (Increase) decrease in assets-
           Accounts receivable                         (17.8)           (45.0)
           Prepaid expenses and other assets             3.7              7.5
           Income tax refund receivable                 45.9             (3.4)
        Increase (decrease) in liabilities-
           Accounts payable                              4.8             (4.2)
           Accrued payroll                             (12.4)             9.0
           Accrued fees and expenses for derivative
            plaintiffs' attorneys in UBS Settlement    (26.2)               -
           Other liabilities                            (1.4)             2.9
           Refunds due patients and other third-party
            payors                                       4.2             (2.5)
           Self-insured risks                           (1.6)           (17.4)
           Government, class action, and related
            settlements                                (11.2)            (7.4)
        Net cash (used in) provided by operating
         activities of discontinued operations         (13.5)            11.4
                                                       -----             ----
           Total adjustments                           279.4            (38.4)
                                                       -----            -----
        Net cash provided by operating activities      406.1            227.2
                                                       -----            -----
    
    
    
                        HealthSouth Corporation and Subsidiaries
                    Consolidated Statements of Cash Flows (Continued)
                                       (Unaudited)
    
                                                   For The Year Ended
                                                       December 31,
                                                  ---------------------
                                                  2009             2008
                                                  ----             ----
                                                              (As Adjusted)
                                                      (In Millions)
    Cash flows from investing activities:
        Capital expenditures                      (72.2)           (55.7)
        Acquisition of business, net of assets
         acquired                                     -            (14.6)
        Acquisition of intangible assets           (0.4)           (18.2)
        Proceeds from disposal of assets            3.9             53.9
        Proceeds from sale of restricted
         marketable securities                      5.0              8.1
        Proceeds from sale of investments           0.6              4.3
        Purchase of restricted marketable
         securities                                (3.8)            (4.8)
        Net change in restricted cash             (11.7)             7.5
        Net settlements on interest rate swaps    (42.2)           (20.7)
        Net investment in interest rate swap       (6.4)               -
        Other                                      (5.3)             0.6
        Net cash used in investing activities of
         discontinued operations                   (0.5)            (0.4)
                                                   ----             ----
        Net cash used in investing activities    (133.0)           (40.0)
                                                 ------            -----
    
    Cash flows from financing activities:
        Checks in excess of bank balance              -            (11.4)
        Principal borrowings on notes              15.5                -
        Proceeds from bond issuance               290.0                -
        Principal payments on debt, including
         pre-payments                            (409.2)          (204.8)
        Borrowings on revolving credit facility    10.0            128.0
        Payments on revolving credit facility     (50.0)          (163.0)
        Principal payments under capital lease
         obligations                              (13.4)           (12.4)
        Issuance of common stock                      -            150.2
        Dividends paid on convertible perpetual
         preferred stock                          (26.0)           (26.0)
        Debt amendment and issuance costs         (10.6)               -
        Distributions paid to noncontrolling
         interests of consolidated affiliates    (32.7)           (33.4)
        Other                                       0.8              0.6
        Net cash provided by (used in) financing
         activities of discontinued operations      1.3             (3.8)
                                                    ---             ----
        Net cash used in financing activities    (224.3)          (176.0)
                                                 ------           ------
        Effect of exchange rate changes on cash
         and cash equivalents                         -              0.8
                                                    ---              ---
        Increase in cash and cash equivalents      48.8             12.0
        Cash and cash equivalents at beginning
         of year                                   32.1             19.8
        Cash and cash equivalents of divisions
         and facilities held for sale at
         beginning of year                          0.1              0.4
        Less: Cash and cash equivalents of
         divisions and facilities held
         for sale at end of year                   (0.1)            (0.1)
                                                   ----             ----
        Cash and cash equivalents at end of year  $80.9            $32.1
                                                  =====            =====
    
    
    
                       HealthSouth Corporation and Subsidiaries
                         Supplemental Non-GAAP Disclosures
    Reconciliation of Net Income to Adjusted Income from Continuing Operations
                       and Adjusted Consolidated EBITDA (1) (4)
    
                                    Three Months Ended December 31,
                         ----------------------------------------------------
                                                              
                         2009        Per Share (2)      2008      Per Share(2)
                         ----        ------------       ----      -----------
                                                           (As Adjusted)
                                (In Millions, Except per Share Data)
    
    Net income            $46.9            $0.51        $190.2         $2.18
    Income from
     discontinued
     operations,
     net of tax,
     attributable
     to HealthSouth       (12.5)           (0.14)         (9.0)        (0.10)
    Net income
     attributable
     to noncontrolling
     interests             (8.3)           (0.09)         (8.3)        (0.09)
                           ----            -----          ----         -----
    Income from
     continuing
     operations
     attributable
     to HealthSouth        26.1             0.28         172.9          1.98
    
    Gain on UBS
     Settlement               -                -        (121.3)        (1.39)
    Government,
     class action, and
     related settlements   (4.6)           (0.05)        (39.3)        (0.45)
    Professional
     fees – accounting,
     tax, and legal         3.8             0.04          31.5          0.36
    Loss on interest
     rate swaps             2.9             0.03          39.6          0.45
    Interest associated
     with UBS settlement(6)   -                -         (9.4)         (0.11)
    Adjustment for prior
     period amounts in
     tax provision         (4.1)           (0.04)        (49.7)        (0.57)
                           ----             -----        -----         -----
    Adjusted income
     from continuing
     operations (1)(4)     24.1             0.26          24.3          0.28
    Adjustment for
     dilution (2)                          (0.04)                      (0.04)
                                           -----                       -----
    Adjusted income
     from continuing
     operations per
     diluted share (2)(4)                  $0.22                       $0.24
                                           =====                       =====
    
    Current period
     amounts in
     tax provision          1.7                            1.3
    Interest expense
     and amortization
     of debt discounts
     and fees, excluding
     interest associated
     with UBS settlement   30.8                           37.8
    Depreciation
     and amortization      18.1                           17.7
                           ----                           ----
                           74.7                           81.1
    Other adjustments
     per the Company's
     Credit Agreement:
      Impairment charges,
       including 
       investments          0.2                            1.8
      Net noncash loss
       on disposal
       of assets            0.5                            1.4
      Loss on early
       extinguishment
       of debt             15.6                            0.1
      Stock-based
       compensation
       expense              3.4                            3.2
      Other                 0.3                           (0.1)
                            ---                           ----
    Adjusted Consolidated
     EBITDA (1)(4)(5)     $94.7                          $87.5
                          =====                          =====
    
    Weighted average
     common shares
     outstanding:
    Basic                                   92.6                        87.4
                                            ====                        ====
    Diluted                                107.8                       100.7
                                           =====                       =====
    
    
    
                        HealthSouth Corporation and Subsidiaries
                           Supplemental Non-GAAP Disclosures
    Reconciliation of Net Income to Adjusted Income from Continuing Operations
                        and Adjusted Consolidated EBITDA (1) (4)
    
                                        Year Ended December 31,
                         ----------------------------------------------------
                         2009        Per Share (2)      2008      Per Share(2)
                         ----        ------------       ----      -----------
                                                           (As Adjusted)
                                (In Millions, Except per Share Data)
    
    Net income           $128.8            $1.45        $281.8         $3.40
    Income from
     discontinued
     operations, net
     of tax, attributable
     to HealthSouth        (1.5)           (0.02)        (16.6)        (0.20)
    Net income
     attributable to
     noncontrolling
     interests            (34.0)           (0.38)        (29.4)        (0.35)
                          -----            -----         -----         -----
    Income from
     continuing
     operations
     attributable
     to HealthSouth        93.3             1.05         235.8          2.84
    
    Gain on UBS Settlement    -                -        (121.3)        (1.46)
    Government, class
     action, and related
     settlements           36.7             0.41         (67.2)        (0.81)
    Professional fees
     – accounting,
     tax, and legal         8.8             0.10          44.4          0.53
    Loss on interest
     rate swaps            19.6             0.22          55.7          0.67
    Accelerated
     depreciation of
     corporate campus(3)      -                -          10.0          0.12
    Interest associated
     with UBS settlement(6)   -                -          (9.4)        (0.11)
    Adjustment for
     prior period amounts
     in tax provision      (8.8)           (0.10)        (75.1)        (0.90)
                           ----            -----         -----         -----
    Adjusted income
     from continuing
     operations (1)(4)    149.6             1.68          72.9          0.88
    Adjustment for
     dilution (2)                          (0.23)                      (0.12)
                                           -----                       -----
    Adjusted income
     from continuing
     operations per
     diluted share(2)(4)                   $1.45                       $0.76
                                           =====                       =====
    
    Estimated income
     tax expense            5.6                            5.0
    Interest expense
     and amortization
     of debt discounts and
     fees, excluding
     interest associated
     with UBS settlement  125.8                          168.9
    Depreciation and
     amortization,
     excluding accelerated
     depreciation of
     corporate campus(3)   70.9                           72.4
                           ----                           ----
                          351.9                          319.2
    Other adjustments
     per the Company's
     Credit Agreement:
      Impairment charges,
       including 
       investments          1.4                            2.4
      Net noncash loss
       on disposal of
       assets               3.5                            2.0
      Loss on early
       extinguishment
       of debt             12.5                            5.9
      Stock-based
       compensation
       expense             13.4                           11.7
      Other                 0.3                              -
                            ---                            ---
    Adjusted Consolidated
     EBITDA (1)(4)(5)    $383.0                         $341.2
                         ======                         ======
    
    Weighted average
     common shares
     outstanding:
    Basic                                   88.8                        83.0
                                            ====                        ====
    Diluted                                103.3                        96.4
                                           =====                        ====
    
    (1) Adjusted income from continuing operations and Adjusted Consolidated 
    EBITDA are non-GAAP financial measures. The Company's leverage ratio 
    (consolidated total debt to Adjusted Consolidated EBITDA for the trailing 
    four quarters) is likewise a non-GAAP financial measure. Management and 
    some members of the investment community utilize adjusted income from 
    continuing operations as a financial measure and Adjusted Consolidated 
    EBITDA and the leverage ratio as liquidity measures on an ongoing basis. 
    These measures are not recognized in accordance with GAAP and should not 
    be viewed as an alternative to GAAP measures of performance or liquidity. 
    In evaluating these adjusted measures, the reader should be aware that in 
    the future HealthSouth may incur expenses similar to the adjustments set 
    forth above.
    
    (2) Per share amounts for each period presented are based on basic 
    weighted average common shares outstanding for all amounts except adjusted
    income from continuing operations per diluted share, which is based on 
    diluted weighted average common shares outstanding. The diluted share 
    counts contain approximately 13.1 million shares related to the potential 
    dilution of the Company's convertible perpetual preferred stock. The 
    increase in the Company's basic and diluted weighted average common shares
    outstanding in 2009 compared to 2008 was primarily the result of its 
    equity offering of 8.8 million shares that was completed on June 27, 2008 
    and the issuance of 5.0 million shares of common stock on September 30, 
    2009 in full satisfaction of its obligation to do so under the Company's 
    securities litigation settlement.
    
    (3) In the first quarter of 2008, the Company accelerated the depreciation
    of its corporate campus so that the net book value of the campus equaled 
    the estimated net proceeds the Company expected to receive on the sale 
    transaction's closing date. The year-over-year impact of this acceleration
    of depreciation approximated $10 million. No similar charges happened in 
    2009.
    
    (4) Adjusted income from continuing operations per diluted share and 
    Adjusted Consolidated EBITDA are two components of the Company's guidance.
    
    (5) The Company's credit agreement allows unusual non-cash or 
    non-recurring items to be added to arrive at Adjusted Consolidated EBITDA.
    In addition, certain other deductions may be required. Such amounts have 
    not been included in the above calculation as it would not be indicative 
    of the Company's Adjusted Consolidated EBITDA for future periods.
    
    (6) Interest expense and amortization of debt discounts and fees in the 
    Company's consolidated statements of operations for the three months and 
    year ended December 31, 2008 included the reversal of $9.4 million of 
    accrued interest related to the loan guarantee for which the Company 
    received a release as part of the UBS Settlement.

Statements contained in this press release which are not historical facts are forward-looking statements. In addition, HealthSouth, through its senior management, may from time to time make forward-looking public statements concerning the matters described herein. All such estimates, projections, and forward-looking information speak only as of the date hereof, and HealthSouth undertakes no duty to publicly update or revise such forward-looking information, whether as a result of new information, future events, or otherwise. Such forward-looking statements are necessarily estimates based upon current information and involve a number of risks and uncertainties. HealthSouth's actual results may differ materially from the results anticipated in these forward-looking statements as a result of a variety of factors. While it is impossible to identify all such factors, factors which could cause actual results to differ materially from those estimated by HealthSouth include, but are not limited to, any adverse outcome of various lawsuits, claims, and legal or regulatory proceedings that may be brought against the Company; significant changes in HealthSouth's management team; HealthSouth's ability to continue to operate in the ordinary course and manage its relationships with its creditors, including its lenders, bondholders, vendors and suppliers, employees, and customers; changes, delays in (including in connection with resolution of Medicare payment reviews or appeals), or suspension of reimbursement for HealthSouth's services by governmental or private payors; changes in the regulation of the healthcare industry at either or both of the federal and state levels; competitive pressures in the healthcare industry and HealthSouth's response thereto; HealthSouth's ability to obtain and retain favorable arrangements with third-party payors; HealthSouth's ability to attract and retain nurses, therapists, and other healthcare professionals in a highly competitive environment with often severe staffing shortages and the impact on HealthSouth's labor expenses from potential union activity and staffing shortages; general conditions in the economy and capital markets; and other factors which may be identified from time to time in HealthSouth's SEC filings and other public announcements, including HealthSouth's Form 10K for the year ended December 31, 2009, which is expected to be filed later this week.

Media Contact

Andy Brimmer, 205-410-2777

Helen Todd, 205-969-5608

[email protected]


Investor Relations Contact

Mary Ann Arico, 205-969-6175

[email protected]

SOURCE HealthSouth Corporation

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