CHE
Chemed Corporation
Price as of Jul 20, 2026
CHE earnings
Chemed Corporation earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 24, 2026 | $5.30 | $5.65 | +6.6% | $658M | +1.2% |
| Feb 26, 2026 | $7.02 | $6.42 | -8.5% | $639M | -4.0% |
| Jul 29, 2025 | $4.78 | $4.27 | -10.7% | $619M | -2.0% |
| Apr 23, 2025 | $5.55 | $5.63 | +1.4% | $647M | +0.8% |
| Feb 26, 2025 | $6.78 | $6.83 | +0.7% | $640M | +0.6% |
| Jul 24, 2024 | $5.59 | $5.47 | -2.1% | $596M | -0.6% |
| Feb 27, 2024 | $6.25 | $6.60 | +5.6% | $586M | +0.0% |
| Oct 25, 2023 | $4.90 | $5.32 | +8.6% | $565M | +1.1% |
| Jul 26, 2023 | $5.09 | $4.71 | -7.5% | $554M | -1.2% |
| Feb 23, 2023 | $5.32 | $5.39 | +1.3% | $547M | +0.0% |
| Oct 31, 2022 | $4.65 | $4.74 | +1.9% | $526M | -0.1% |
| Jul 27, 2022 | $4.78 | $4.84 | +1.3% | $531M | -1.3% |
Earnings call summary
Q1 FY2026 · April 24, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
VITAS performance exceeded expectations with 2.2% days of care increase and Medicare reimbursement rate increase. Roto-Rooter saw core residential service revenue increase, added 18 new commercial business managers. VITAS added over $32.5 million to cap cushion in Florida combined program. Roto-Rooter acquired franchises in SF and Fort Worth, expected to add $5 - $5.5 billion revenue in 2026.
Guidance
Full year ADC growth for 2026 updated to 4.5% - 5.5% from 3.5% - 4%. Anticipated revenue growth excluding Medicare cap revised to 6.5% - 7.5% from 5.5% - 6.5%. EBITDA margin excluding Medicare cap 18% - 18.5%. Roto-Rooter revenue growth unchanged at 3 - 3.5%, adjusted EBITDA margin 21.5% - 22.5%.
Segment performance
VITAS: Net revenue was $420 million in Q1 2026, up 3.1% y-o-y. Revenue increase due to 2.2% days of care increase and ~2.6% Medicare reimbursement rate increase. Average revenue per day was $210.62. Adjusted EBITDA excluding Medicare cap was $70.8 million, up 0.6% y-o-y, margin 16.8%. Roto-Rooter: Branch commercial revenue $56.5 million, down 1.9% y-o-y. Residential revenue $166.3 million, down 1.5% y-o-y. Adjusted EBITDA $53.5 million, down 9.6% y-o-y, margin 22.5%, down 218 basis points.
Risks & headwinds
Roto-Rooter affected by weather events, Google algorithm changes, independent contractor performance, water restoration price per job issues.
Analyst Q&A
Q: On VITA margins and headcount,
A: Averaged ~100 FTEs below budget, intend to add 60 FTEs per month.
Q: On Roto-Rooter marketing costs,
A: Spent $3 million more in Q1, expect marketing costs to continue.
Q: On Florida cushion and rate update,
A: Rate increase in Florida might be slightly lower than national average, still crunching numbers.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-07-28.