Chemed Corporation (CHE)

NYSE:CHE

CHE

Chemed

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Chemed (CHE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

5.63

Last Year’s EPS

4.27

Same Quarter Last Year

Analyst Consensus

Hold

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented strong performance and outlook improvements driven primarily by VITAS — higher admissions, modest revenue and margin gains, a sizable addition to Florida cap cushion, and upward revisions to full-year ADC, revenue growth and adjusted EBITDA margin. Roto-Rooter showed early signs of stabilization in core residential services and strategic franchise acquisitions, but faces near-term headwinds: elevated paid marketing costs, weather-related lost revenue, water restoration pricing disruptions and a notable YoY decline in Roto-Rooter EBITDA and margins. On balance, VITAS’ outperformance and the company’s raised guidance outweigh Roto-Rooter’s challenges, producing a constructive overall view for the year while acknowledging execution risks at Roto-Rooter.

Company Guidance

Chemed updated its fiscal 2026 guidance after a stronger‑than‑expected Q1 at VITAS: full‑year ADC growth was raised to 4.5%–5.5% (from 3.5%–4%), revenue growth excluding the Medicare Cap was increased to 6.5%–7.5% (from 5.5%–6.5%), and consolidated adjusted EBITDA margin excluding the Medicare Cap is now expected at 18.0%–18.5% (vs. prior 17.5%–18.5%); Roto‑Rooter revenue growth guidance remains 3.0%–3.5% but its estimated adjusted EBITDA margin was trimmed to 21.5%–22.5% (from 22.5%–23%) primarily due to elevated marketing spend. Management projects adjusted diluted EPS of $20.00–$24.75 for 2026 (originally $23.25–$24.25)—a midpoint the company stated is a 13% increase versus 2025 adjusted EPS of $21.55—and the guidance assumes a 24.5% effective tax rate on adjusted earnings and a diluted share count of 13.6 million shares.

VITAS Admissions and ADC Growth

Admissions totaled 19,394 in Q1 2026, a 6.9% increase year-over-year. Average daily census (ADC) was 22,723, up 2.2% year-over-year, and full-year ADC growth guidance was raised to 4.5%–5.5% (from 3.5%–4%).

VITAS Revenue and Margin Strength

VITAS net revenue was $420.0 million in Q1 2026, up 3.1% versus prior year. Average revenue per day improved to $210.62 (+146 basis points). Adjusted EBITDA (excluding Medicare Cap) was $70.8 million (+0.6% YoY) with an adjusted EBITDA margin of 16.8%.

Improved Financial Position in Florida

VITAS added over $32.5 million to cap cushion in the Florida combined program in Q1 2026 and management stated the 2025 Florida cap issue is behind them; no Florida combined program cap limitation is anticipated for fiscal 2026.

Raised Full-Year Company Guidance

Company-wide revenue growth excluding Medicare Cap revised to 6.5%–7.5% (from 5.5%–6.5%). Revised adjusted EBITDA margin (ex-Cap) raised to 18.0%–18.5% (from 17.5%–18.5%). Updated full-year adjusted EPS guidance of $20.00–$24.75 (management said midpoint represents a 13% increase from 2025 adjusted EPS of $21.55).

Roto-Rooter Signs of Recovery in Core Residential Services

For the first time since Q4 2022, Roto-Rooter saw increases in residential plumbing and residential sewer & drain revenue in Q1 2026. Total leads rose 3.3% YoY and paid leads increased 18.7% YoY (paid leads comprised 53.4% of leads vs 46.5% prior year).

Operational Improvements and Strategic Acquisitions

Centralization of water restoration billing/collections improved write-offs by $1.5 million versus Q1 2025. Company repurchased two franchise territories (San Francisco and Fort Worth) for ~$20.6 million; these are expected to add $5.0–$5.5 million of revenue for the remainder of 2026 and are immediately accretive to earnings.

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

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CHE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	5.63 / -	4.27	―	―	―
Apr 28, 2026	2026 (Q1)	5.30 / 5.65	5.63	0.36% (+0.02)
Feb 25, 2026	2025 (Q4)	7.03 / 6.42	6.83	-6.00% (-0.41)
Oct 31, 2025	2025 (Q3)	5.37 / 5.27	5.64	-6.56% (-0.37)
Jun 30, 2025	2025 (Q2)	5.12 / 4.27	5.47	-21.94% (-1.20)	―	―
Apr 23, 2025	2025 (Q1)	5.55 / 5.63	5.2	8.27% (+0.43)
Feb 26, 2025	2024 (Q4)	6.78 / 6.83	6.6	3.48% (+0.23)
Oct 29, 2024	2024 (Q3)	5.64 / 5.64	5.32	6.02% (+0.32)
Jul 24, 2024	2024 (Q2)	5.59 / 5.47	4.71	16.14% (+0.76)
Apr 24, 2024	2024 (Q1)	5.48 / 5.20	4.82	7.88% (+0.38)

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
Apr 28, 2026	$421.10	$423.94	+0.67%
Feb 25, 2026	$466.60	$396.63	-15.00%
Oct 31, 2025	$430.16	$439.52	+2.17%
Jun 30, 2025	$484.98	$481.98	-0.62%

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 Jul 29, 2026, After Close (Confirmed).

What is Chemed Corporation (CHE) earnings time?

Chemed Corporation (CHE) earnings time is at Jul 29, 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 CHE EPS forecast?

CHE EPS forecast for the fiscal quarter 2026 (Q2) is 5.63.