CHE CHEMED CORP

BULLISH Impact: 7/10 8-K
Horizon immediate Filed Apr 23, 2026 Processed 1mo ago SEC 0000019584-26-000010
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
CHE ▲ +4.85% at T+20d
LONG call ✓ call won +4.85% · α vs SPY +0.83% · entry $421.11 → $441.55
Next anchor: T+60d in 6w
Last close $439.13 (close Jun 8) · +4.28% from $421.11 entry
Entry anchored
Apr 23, 03:59 PM ET
via Databento tick
T+1d
+0.38%
call +0.38% · α +0.22%
$422.72
settled 7w ago
T+5d
+0.92%
call +0.92% · α +0.01%
$424.98
settled 6w ago
T+20d
+4.85%
call +4.85% · α +0.83%
$441.55
settled 20d ago
T+60d
call — · α —
in 6w

Price Chart

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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

revenueepsguidance

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

Exchange
NYSE
Sector
Services-Home Health Care Services
Analyst Consensus
50% bullish (8 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000019584-26-000010
Document: che-20260423x8k.htm0000019584-26-000010
Document: 0000019584-26-000010-index-headers.html0000019584-26-000010
Document: 0000019584-26-000010-index.html0000019584-26-000010
Document: 0000019584-26-000010.txt0000019584-26-000010
8-K Data (Synthetic)0000019584-26-000010
6 reports for CHE
Performance horizon
Filters
Rows
Reports for CHE — sortable, filterable
Type Now
May 18, 2026
22d ago
Press Release
NEUTRAL ★ 2/10
$441.62 $437.33▼ −0.97%▼ −2.59%$439.13 (−0.56%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$422.16 $424.26▲ +0.50%▼ −1.85%$439.13 (+4.02%)
Apr 23, 2026
6w ago
8-K
BULLISH ★ 7/10
$421.11 $424.98▲ +0.92%▲ +0.01%$439.13 (+4.28%)
Apr 23, 2026
6w ago
Press Release
MIXED ★ 6/10
$421.11 $424.98▲ +0.92%▲ +0.01%$439.13 (+4.28%)
Apr 13, 2026
8w ago
8-K
NEUTRAL ★ 5/10
$387.62 $385.77▼ −0.48%▼ −3.77%$439.13 (+13.29%)
Feb 25, 2026
14w ago
8-K
MIXED ★ 6/10
$396.63 $412.16▲ +3.92%▲ +5.04%$439.13 (+10.72%)
Showing 6 of 6

US Market Status

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