The earnings call demonstrated growth in key areas such as VITAS admissions and Roto-Rooter residential plumbing revenues. However, margin pressures and declines in independent contractor revenues for Roto-Rooter, alongside challenges with VITAS Medicare Cap limitations, balanced out the positive aspects. The company's strategic initiatives show promise but are tempered by operational challenges.
Company Guidance
In the third quarter of 2025, Chemed Corporation provided guidance indicating a mixed performance across its divisions, with VITAS Healthcare showing a 4.2% increase in net revenue to $407.7 million, driven by a 2.5% increase in days-of-care and a 4.1% rise in Medicare reimbursement rates, despite a 3.8% decline in adjusted EBITDA. The company successfully navigated the Florida Medicare Cap issue, reducing the expected billing limitation to $18.9 million and projecting no cap limitation for 2026. Roto-Rooter reported a 1.1% revenue increase, with residential and commercial revenues rising by 3.4% and 2.8%, respectively, though independent contractor revenue fell by 4.7%. The transition from unpaid to paid leads led to a 3.6 million increase in SG&A costs, impacting EBITDA margins. Despite these challenges, Chemed reaffirmed its annual guidance of $22 to $22.30 per share, excluding specific noncash expenses and discrete items, citing seasonal factors and operational improvements expected in the fourth quarter as key contributors to achieving its financial targets.
VITAS Admissions Improvement
VITAS achieved a 5.6% increase in admissions during the quarter, with a focus on hospital-based admissions reaching a high of 44.5%, marking a post-pandemic period high.
Roto-Rooter Residential Plumbing Growth
Residential plumbing revenue for Roto-Rooter increased by 8.2% in the third quarter compared to the same period in 2024, driven by targeted campaigns.
VITAS Revenue Growth
VITAS net revenue increased by 4.2% compared to the prior year, with a 2.5% increase in days-of-care and a 4.1% increase in Medicare reimbursement rates.
Roto-Rooter Branch Revenue Growth
Roto-Rooter branch residential revenue increased by 3.4% and commercial revenue increased by 2.8% for the quarter compared to the prior year.
Chemed (CHE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
CHE Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 31, 2025
$431.30
―
―
Jun 30, 2025
$486.26
$483.25
-0.62%
Apr 23, 2025
$584.14
$545.55
-6.61%
Feb 26, 2025
$544.56
$584.80
+7.39%
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 Chemed Corporation (CHE) report earnings?
Chemed Corporation (CHE) is schdueled to report earning on Feb 24, 2026, After Close (Confirmed).
What is Chemed Corporation (CHE) earnings time?
Chemed Corporation (CHE) earnings time is at Feb 24, 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.