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Chemed (CHE)
:CHE
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
6.04Last Year’s EPS
5.47Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: -1.71%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook with strong growth in VITAS admissions and revenue, supported by strategic acquisitions such as Covington Health. However, Roto Rooter faced challenges with declining EBITDA and contractor revenue, alongside the need to carefully manage Medicare cap constraints. While there are positive growth indicators, particularly for VITAS, Roto Rooter's performance and cap management issues present notable hurdles.Company Guidance
During Chemed Corporation's First Quarter 2025 Earnings Conference Call, the company provided a comprehensive overview of its financial performance and strategic initiatives. Key metrics included VITAS admissions totaling 18,139, an increase of 7.3% from the previous year, and an average daily census (ADC) of 22,244, up 13.1% year-over-year. VITAS net revenue rose by 15.1% to $407.4 million, with adjusted EBITDA growing 15.9% to $70.3 million. The acquisition of Covington Health contributed positively to revenue and EBITDA by 3-4%. Roto Rooter reported a 1.8% revenue increase, with branch residential and commercial revenues rising by 1.7% and 7.3%, respectively. Despite a 6.4% decline in revenue from independent contractors, Roto Rooter's adjusted EBITDA margin stood at 24.7%. The call highlighted strategic efforts to manage the Medicare cap and expand operations in Florida, with new programs in Pasco and Marion counties. Chemed maintained its earnings guidance and expressed optimism about sustaining growth through organic expansion and acquisitions.Strong Growth in VITAS Admissions
VITAS admissions totaled 18,139 in the first quarter of 2025, a 7.3% improvement compared to the same period in 2024. The average daily census expanded by 13.1% to 22,244.
VITAS Revenue and EBITDA Increase
VITAS net revenue was $407.4 million in Q1 2025, a 15.1% increase from the prior year. Adjusted EBITDA, excluding Medicare cap, grew by 15.9% to $70.3 million.
Acquisition of Covington Health Boosts Performance
The Covington Health acquisition, completed on April 17, 2024, positively impacted revenue, adjusted net income, and EBITDA by 3-4%.
Roto Rooter Commercial Revenue Growth
Roto Rooter branch commercial revenue increased by 7.3% in Q1 2025, driven by a 38% rise in excavation and a 14% increase in water restoration.
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CHE 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
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CHE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $585.46 | $546.78 | -6.61% |
| Feb 26, 2025 | $545.79 | $586.12 | +7.39% |
| Oct 29, 2024 | $608.70 | $534.83 | -12.14% |
| Jul 24, 2024 | $546.02 | $539.52 | -1.19% |
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.
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FAQ
When does Chemed (CHE) report earnings?
Chemed (CHE) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Chemed (CHE) earnings time?
Chemed (CHE) earnings time is at Jul 23, 2025, TBA Not 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 CHE EPS forecast?
CHE EPS forecast for the fiscal quarter 2025 (Q2) is 6.04.
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