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.
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.
Key Financial Metrics
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
Investment Themes
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 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | Insider Cluster | $541.34 $496.62 | ▼ −8.26% | ▼ −9.57% | $503.20 (−7.05%) |
Aug 4, 2026 8w ago | Insider Cluster | $539.72 $515.17 | ▼ −4.55% | ▼ −3.31% | $503.20 (−6.77%) |
Aug 4, 2026 8w ago | Insider Cluster | $539.72 $515.17 | ▼ −4.55% | ▼ −3.31% | $503.20 (−6.77%) |
Jul 28, 2026 9w ago | Press Release | $539.36 $548.56 | ▲ +1.71% | ▼ −3.31% | $503.20 (−6.70%) |
May 18, 2026 19w ago | Press Release | $441.62 $433.87 | ▼ −1.75% | ▼ −3.34% | $503.20 (+13.94%) |
May 1, 2026 22w ago | Insider Cluster | $422.16 $422.84 | ▲ +0.16% | ▼ −5.12% | $503.20 (+19.20%) |
Apr 23, 2026 23w ago | 8-K | $421.11 $441.55 | ▲ +4.85% | ▲ +0.83% | $503.20 (+19.49%) |
Apr 23, 2026 23w ago | Press Release | $421.11 $441.55 | ▲ +4.85% | ▲ +0.83% | $503.20 (+19.49%) |
Apr 13, 2026 24w ago | 8-K | $387.62 $421.43 | ▲ +8.72% | ▲ +0.99% | $503.20 (+29.82%) |
Feb 25, 2026 31w ago | 8-K | $396.63 $371.95 | ▼ −6.22% | ▲ +0.18% | $503.20 (+26.87%) |
US Market Status
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