Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-7.18%
$480.48
0% positive prob.
5-Day Prediction
-6.75%
$482.67
0% positive prob.
20-Day Prediction
-7.22%
$480.28
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | SELL | -7.18% | -6.75% | -7.22% | 100.0% | Pending |
| Q1 2026 | BUY | +4.46% | +6.63% | +7.99% | 100.0% | +10.97% |
| Q4 2025 | BUY | +4.46% | +6.63% | +7.99% | 100.0% | -11.92% |
SEC 8-K filings with transcript text
Jul 28, 2026 · 100% conf.
1D
-7.18%
$480.48
Act: +4.20%
5D
-6.75%
$482.67
20D
-7.22%
$480.28
2 che-20260728xex99.htm
Exhibit 99
CONTACT: Michael D. Witzeman
(513) 762-6714
Chemed Reports Second-Quarter 2026 Results
Full-Year Guidance Increased Due Mainly to VITAS Outperformance
CINCINNATI, July 28, 2026—Chemed Corporation (Chemed) (NYSE: CHE), which operates VITAS Healthcare Corporation (VITAS), the nation’s largest providers of end-of-life care, and Roto-Rooter, the nation’s largest commercial and residential plumbing and drain cleaning services provider, reported financial results for its second quarter ended June 30, 2026, versus the comparable prior-year period.
Results for Quarter Ended June 30, 2026
Consolidated operating results:
·
Revenue increased 8.8% to $673.3 million
·
GAAP Diluted Earnings-per-Share (EPS) of $5.13, an increase of 43.7%
·
Adjusted Diluted EPS of $6.06, an increase of 41.9%
VITAS segment operating results:
·
Net Patient Revenue of $443.3 million, an increase of 11.9%
·
Average Daily Census (ADC) of 23,687, an increase of 6.1%
·
Admissions of 19,125, an increase of 9.0%
·
Net Income, excluding certain discrete items, of $61.3 million, an increase of 60.5%
·
Adjusted EBITDA, excluding Medicare Cap, of $80.6 million, an increase of 20.6%
·
Adjusted EBITDA margin, excluding Medicare Cap, of 18.2%, an increase of 196-basis points
Roto-Rooter segment operating results:
·
Revenue of $229.9 million, an increase of 3.3%
·
Net Income, excluding certain discrete items, of $33.8 million, essentially flat
·
Adjusted EBITDA of $48.5 million, essentially flat
·
Adjusted EBITDA margin of 21.1%, a decline of 77-basis points
VITAS net revenue was $443.3 million in the second quarter of 2026, which is an increase of 11.9% when compared to the prior-year period. This revenue increase is comprised primarily of a 6.1% increase in days-of-care and a geographically weighted average Medicare reimbursement rate increase of approximately 2.4%. Acuity mix shift negatively impacted revenue growth 115-basis points in the quarter when compared to the prior-year period’s revenue and level-of-care mix. The combination of Medicare Cap and other contra revenue changes positively impacted revenue growth by 455-basis points.
Total VITAS admissions increased 9.0% in the second quarter of 2026 compared to the second quarter of 2025.
In the second quarter of 2026, VITAS accrued $500,000 in Medicare Cap billing limitation. This compares to the Medicare Cap billing limitation recorded in the second quarter of 2025 of $16.4 million. No Medicare Cap billing limitation was recorded in the second quarter of 2026 for the Florida combined program, and none is anticipated for the 2026 fiscal period.
Of VITAS’ 33 Medicare provider numbers, 22 provider numbers have an anticipated full-year Medicare Cap cushion of 10% or greater, seven provider numbers have a cushion between 0% and 10%, and four provider numbers have a Medicare Cap billing limitation totaling $7.0 million.
Average revenue per patient per day in the second quarter of 2026 was $209.98 which is 143-basis points above the prior-year period. Reimbursement for routine home care and high-acuity care averaged $188.62 and $1,152.14, respectively. During the quarter, high-acuity days-of-care were 2.2% of total days of care, a decline of 24-basis points when compared to the prior-year quarter.
The second quarter 2026 gross margin, excluding Medicare Cap, was 23.9%, a 164-basis point increase from the same period of 2025. Selling, general and administrative expenses were $26.1 million in the second quarter of 2026 compared to $25.1 million in the prior- year quarter.
Adjusted EBITDA, excluding Medicare Cap, totaled $80.6 million in the quarter, an increase of 20.6% when compared to the prior-year period. Adjusted EBITDA margin in the quarter, excluding Medicare Cap, was 18.2%.
Roto-Rooter
Roto-Rooter generated quarterly revenue of $229.9 million in the second quarter of 2026, an increase of 3.3%, when compared to the prior-year quarter.
Roto-Rooter branch commercial revenue in the quarter totaled $56.8 million, an increase of 6.8% from the prior-year period. This aggregate commercial revenue change consisted of plumbing increasing 11.9%, drain cleaning increasing 6.9%, water restoration increasing 3.7% and excavation increasing 2.3%.
Roto-Rooter branch residential revenue in the quarter totaled $159.1 million, an increase of 1.7%, over the prior-year period. This aggregate residential revenue change consisted of excavation increasing 11.1%, plumbing increasing 3.3%, and drain cleaning increasing 1.3%, offset by a decline in water restoration of 6.7%.
In the second quarter of 2026, revenue from independent contractors was $17.1 million which is a decline of 1.9% as compared to the same period of 2025.
Roto-Rooter’s second quarter 2026 gross margin was 50.4%. This compares to the prior-year quarter’s gross margin of 49.0%.
Apr 23, 2026 · 100% conf.
1D
+4.46%
$400.04
Act: +10.40%
5D
+6.63%
$408.36
Act: +10.97%
20D
+7.99%
$413.56
Act: +15.30%
2 che-20260423xex99.htm
Exhibit 99
CONTACT: Michael D. Witzeman
(513) 762-6714
Chemed Reports First-Quarter 2026 Results
Full-Year Guidance Increased Due To:
·
Strong VITAS Performance
·
Re-purchase of 500,000 Shares in the Quarter
·
Two Roto-Rooter Franchises Purchased for $20.6 Million
CINCINNATI, April 23, 2026—Chemed Corporation (Chemed) (NYSE: CHE), which operates VITAS Healthcare Corporation (VITAS), the nation’s largest providers of end-of-life care, and Roto-Rooter, the nation’s largest commercial and residential plumbing and drain cleaning services provider, reported financial results for its first quarter ended March 31, 2026, versus the comparable prior-year period.
Results for Quarter Ended March 31, 2026
Consolidated operating results:
·
Revenue increased 1.6% to $657.5 million
·
GAAP Diluted Earnings-per-Share (EPS) of $4.84, a decrease of 0.4%
·
Adjusted Diluted EPS of $5.65, an increase of 0.4%
VITAS segment operating results:
·
Net Patient Revenue of $420.0 million, an increase of 3.1%
·
Average Daily Census (ADC) of 22,723, an increase of 2.2%
·
Admissions of 19,394, an increase of 6.9%
·
Net Income, excluding certain discrete items, of $52.2 million, an increase of 4.4%
·
Adjusted EBITDA, excluding Medicare Cap, of $70.8 million, an increase of 0.6%
·
Adjusted EBITDA margin, excluding Medicare Cap, of 16.8%, a decrease of 41-basis points
Roto-Rooter segment operating results:
·
Revenue of $237.5 million, a decrease of 0.9%
·
Net Income, excluding certain discrete items, of $37.7 million, a decrease of 9.7%
·
Adjusted EBITDA of $53.5 million, a decline of 9.6%
·
Adjusted EBITDA margin of 22.5%, a decline of 218-basis points
VITAS net revenue was $420.0 million in the first quarter of 2026, which is an increase of 3.1% when compared to the prior-year period. This revenue increase is comprised primarily of a 2.2% increase in days-of-care and a geographically weighted average Medicare reimbursement rate increase of approximately 2.6%. Acuity mix shift negatively impacted revenue growth 120-basis points in the quarter when compared to the prior-year period’s revenue and level-of-care mix. The combination of Medicare Cap and other contra revenue changes negatively impacted revenue growth by 47-basis points.
Total VITAS admissions increased 6.9% in the first quarter of 2026 compared to the first quarter of 2025.
In the first quarter of 2026, VITAS accrued $2.4 million in Medicare Cap billing limitation. No Medicare Cap billing limitation was recorded in the first quarter of 2026 for the Florida combined program and none is anticipated for the 2026 fiscal period.
Of VITAS’ 33 Medicare provider numbers, 25 provider numbers have an anticipated full-year Medicare Cap cushion of 10% or greater, four provider numbers have a cushion between 0% and 10%, and four provider numbers have a Medicare Cap billing limitation totaling $9.5 million.
Average revenue per patient per day in the first quarter of 2026 was $210.62 which is 146-basis points above the prior-year period. Reimbursement for routine home care and high-acuity care averaged $188.59 and $1,131.82, respectively. During the quarter, high-acuity days-of-care were 2.3% of total days of care, a decline of 28-basis points when compared to the prior-year quarter.
The first quarter 2026 gross margin, excluding Medicare Cap, was 22.9%, a 71-basis point decline from the same period of 2025. Selling, general and administrative expenses were $26.1 million in the first quarter of 2026 compared to $26.5 million in the prior-year quarter.
Adjusted EBITDA, excluding Medicare Cap, totaled $70.8 million in the quarter, an increase of 0.6% when compared to the prior-year period. Adjusted EBITDA margin in the quarter, excluding Medicare Cap, was 16.8%.
Roto-Rooter
Roto-Rooter generated quarterly revenue of $237.5 million in the first quarter of 2026, a decrease of 0.9%, when compared to the prior-year quarter.
Roto-Rooter branch commercial revenue in the quarter totaled $56.5 million, a decrease of 1.9% from the prior-year period. This aggregate commercial revenue change consisted of excavation declining 7.8%, water restoration declining 10.0% and drain cleaning declining 0.9%, offset by an increase in plumbing of 3.9%.
Roto-Rooter branch residential revenue in the quarter totaled $166.3 million, a decrease of 1.5%, over the prior-year period. This aggregate residential revenue change consisted of water restoration
declining 11.8% offset by plumbing increasing 9.3%, excavation increasing 0.9%, and drain cleaning increasing of 1.1%.
In the first quarter of 2026, revenue from independent contractors was $17.8 million which is a decline of 3.3% as compared to the same period of 2025.
Roto-Rooter’s first quarter 2026 gross margin was 51.0%. This compares to the prior-year quarter’s gross margin of 50.9%. Roto-Rooter’s selling, g
Feb 25, 2026 · 100% conf.
1D
+4.46%
$487.40
Act: -15.00%
5D
+6.63%
$497.53
Act: -11.92%
20D
+7.99%
$503.87
che-20260225x8k
false000001958400000195842026-02-252026-02-25
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (date of earliest event reported): February 25, 2026
(Exact name of registrant as specified in its charter)
Delaware 1-8351 31-0791746
(State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer Identification Number)
2600 First Financial Center, 255 East 5th Street, Cincinnati, OH 45202 (Address of principal executive offices) (Zip Code)
Registrant's telephone number, including area code: (513) 762-6690
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2 below):
[_] Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) [_] Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240-14a-12) [_] Pre-commencement communications pursuant to Rule 14d-2(b) under Exchange Act (17 CFR 240-14d-2(b)) [_] Pre-commencement communications pursuant to Rule 13e-4 (c) under Exchange Act (17 CFR 240-13e-4(c))
Securities registered pursuant to 12(b) of the Act:
Title of each class
Trading symbol Name of each exchange on which registered
Capital stock $1 par value CHE
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. [_]
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. [_]
Page 1 of 3
Item 2.02 Results of Operations and Financial Condition
On February 25, 2026, Chemed Corporation issued a press release announcing its financial results for the quarter ended December 31, 2025. A copy of the release is furnished herewith as Exhibit 99.
Item 9.01 Financial Statements and Exhibits
d) Exhibit
(99) Registrant’s press release dated December 31, 2025
104 The cover page from this Current Report on Form 8-K formatted in Inline XBRL
Page 2 of 3
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: February 25, 2026
By: /s/ Michael D. Witzeman
Michael D. Witzeman
Executive Vice President and Chief Financial Officer
Page 3 of 3
This page provides Chemed Corp (CHE) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on CHE's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.