CHE CHEMED CORP
Price Chart
Executive Summary
Chemed reported Q1 2026 earnings with revenue of $657.5M (1.6% YoY growth) and GAAP EPS of $4.84, a slight decrease YoY. Adjusted EPS increased 0.4% to $5.65. VITAS segment revenue grew 3.1% and admissions rose 6.9%, while Roto-Rooter revenue declined 0.9%. The company raised full-year 2026 EPS guidance to $24.00-$24.75, citing strong VITAS performance and share repurchases.
Actionable Insight
The raised guidance driven by VITAS performance and share repurchases suggests strong underlying momentum; monitor VITAS admissions and Roto-Rooter's marketing costs for future trends.
Key Facts
- Q1 2026 revenue: $657.5M (1.6% YoY growth)
- Q1 2026 GAAP EPS: $4.84 (0.4% decrease YoY)
- Q1 2026 Adjusted EPS: $5.65 (0.4% increase YoY)
- VITAS net revenue: $420.0M (3.1% YoY growth), admissions up 6.9%
- Roto-Rooter revenue: $237.5M (0.9% decline YoY)
- Company repurchased 500,000 shares for $197.7M in Q1
- Full-year 2026 EPS guidance raised to $24.00-$24.75 (from $23.25-$24.25)
Financial Impact
Revenue growth of 1.6% and raised full-year EPS guidance
Risk Factors
- Roto-Rooter revenue declined 0.9% YoY
- Roto-Rooter adjusted EBITDA margin declined 218 basis points
- Elevated marketing costs expected to persist for Roto-Rooter
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000019584-26-000010 |
| Document: che-20260423x8k.htm | 0000019584-26-000010 |
| Document: 0000019584-26-000010-index-headers.html | 0000019584-26-000010 |
| Document: 0000019584-26-000010-index.html | 0000019584-26-000010 |
| Document: 0000019584-26-000010.txt | 0000019584-26-000010 |
| 8-K Data (Synthetic) | 0000019584-26-000010 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 18, 2026
22d ago
|
Press Release
| $441.62 $437.33 | ▼ −0.97% | ▼ −2.59% | $439.13 (−0.56%) |
|
May 1, 2026
5w ago
|
Insider Cluster
| $422.16 $424.26 | ▲ +0.50% | ▼ −1.85% | $439.13 (+4.02%) |
|
Apr 23, 2026
6w ago
|
8-K
| $421.11 $424.98 | ▲ +0.92% | ▲ +0.01% | $439.13 (+4.28%) |
|
Apr 23, 2026
6w ago
|
Press Release
| $421.11 $424.98 | ▲ +0.92% | ▲ +0.01% | $439.13 (+4.28%) |
|
Apr 13, 2026
8w ago
|
8-K
| $387.62 $385.77 | ▼ −0.48% | ▼ −3.77% | $439.13 (+13.29%) |
|
Feb 25, 2026
14w ago
|
8-K
| $396.63 $412.16 | ▲ +3.92% | ▲ +5.04% | $439.13 (+10.72%) |
US Market Status
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