If you're going to buy a company, you might as well tell investors what it's going to do for your numbers. That's exactly what Aveanna Healthcare Holdings Inc. (AVAH) did on Tuesday, closing its acquisition of Family First Holding and promptly raising its full-year guidance.

The pediatric home care provider paid $175.5 million in cash for Family First Homecare, a multi-state provider focused on skilled Private Duty Nursing services. The deal broadens Aveanna's specialized home care platform and deepens its presence in key markets.

And the financial impact is already baked into the outlook. Aveanna now expects fiscal 2026 revenue between $2.63 billion and $2.65 billion, up from its previous range of $2.56 billion to $2.58 billion. The company said the entire $70 million increase comes from Family First's projected revenue contribution.

On the profitability side, Aveanna raised its adjusted EBITDA forecast to $338 million to $342 million, compared with prior guidance of $328 million to $332 million. Again, the $10 million bump is tied directly to Family First's expected contribution.

So the math is straightforward: Aveanna spent $175.5 million to add $70 million in revenue and $10 million in adjusted EBITDA. That's a pretty clear picture of what they're getting.

William Blair analyst Jared Haase sees a compelling risk/reward opportunity here. He estimates that on a pro forma basis, Aveanna trades at about 8 times 2027 adjusted EBITDA. That's towards the low end of the healthcare services peer group, which typically ranges from high-single-digit to mid-teens EBITDA multiples. Haase points to Aveanna's unique exposure to an attractive market and robust EBITDA growth potential as reasons for optimism.

As for the stock, Aveanna shares were down a hair—0.22%—at $6.65 at the time of publication on Tuesday. Not exactly a celebration, but not a sell-off either. Sometimes the market needs a minute to digest a deal, even when the numbers are laid out clearly.