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Addus Homecare (ADUS)
NASDAQ:ADUS
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.56Last Year’s EPS
1.42Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and financial picture driven by strong top-line growth (Q4 revenue +25.6% YoY; FY revenue +23.2% YoY), meaningful adjusted EBITDA and EPS expansion, successful acquisitions that expanded scale, favorable state rate actions, improved cash flow and deleveraging, and progress on hiring and technology rollouts. Headwinds include a decline in home health revenue, modest census softness, gross margin pressure driven by mix and near-term wage/tax resets, timing-related DSO volatility (notably in Illinois), and ongoing reimbursement/policy uncertainties. Management has clear remediation plans (leadership hires, targeted acquisitions, caregiver app and technology rollouts) and balance sheet flexibility to pursue growth, so positives substantially outweigh the disclosed challenges.Company Guidance
Strong Quarterly and Full-Year Revenue Growth
Q4 2025 total revenue of $373.1M, up 25.6% YoY; FY2025 revenue approximately $1.4B, up 23.2% YoY.
Improved Profitability and Margin Expansion
Q4 2025 adjusted EBITDA of $50.3M, up 33.3% YoY; adjusted EBITDA margin of 13.6% vs 12.9% in Q4 2024; FY2025 adjusted EBITDA $180M, up 28.3% YoY. Adjusted EPS Q4 $1.77 (+28.3% YoY) and FY adjusted EPS $6.23 (+18.4% YoY).
Personal Care Organic Growth and Market Momentum
Personal Care same-store revenue growth of 6.3% YoY in Q4 (above the company's 3%-5% expected range); same-store personal care hours +2.4% YoY. Personal Care revenues of $284.1M, representing 76.5% of Q4 revenue.
Hospice Segment Strength
Hospice same-store revenue +16% YoY in Q4; average daily census rose to 3,885 (up 11.9% YoY from 3,472); hospice accounted for 18.9% of Q4 revenue and benefited from ~3.1% Medicare hospice reimbursement increase effective Oct 1, 2025.
Acquisitions Expanded Scale and Coverage
Gentiva personal care acquisition (Dec 2, 2024) added ~ $280M annualized revenues; additional 2025 acquisitions (Great Lakes, Helping Hands, Del Cielo) expanded geographic density and personal care scale; acquisition integration contributing to top-line growth.
Healthy Cash Position and Deleveraging
Cash on hand ~$81.6M at Dec 31, 2025; total bank debt $124.3M with net leverage under 1x adjusted EBITDA; revolver availability $517.7M and revolver balance reduced by $98.7M in 2025; net cash flow from operations $111.5M for 2025.
Favorable State Rate Actions
Texas personal care rate increase ~9.9% effective Sept 1, 2025; Illinois personal care rate increase 3.9% effective Jan 1, 2026 (expected to add ~$17.5M annualized revenue with margins in the low-20% range); potential New Mexico legislative increase estimated at ~4%-5%.
Operational Improvements: Hiring and Technology
Q4 hiring averaged 101 hires per business day and rose to ~107 hires/day in early Jan 2026 (with temporary winter weather impacts); caregiver app rolled out in Illinois (service percentage in upper 80s), being expanded to New Mexico and Texas; Homecare Homebase rollout underway across locations.
ADUS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ADUS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $117.63 | $105.20 | -10.57% |
Nov 03, 2025 | $118.99 | $112.22 | -5.69% |
Aug 04, 2025 | $106.96 | $116.57 | +8.98% |
May 05, 2025 | $104.37 | $108.62 | +4.07% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Addus Homecare (ADUS) report earnings?
Addus Homecare (ADUS) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Addus Homecare (ADUS) earnings time?
Addus Homecare (ADUS) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ADUS EPS forecast?
ADUS EPS forecast for the fiscal quarter 2026 (Q1) is 1.56.