earnings
confidence high
sentiment negative
materiality 0.70
Chemed Q3 GAAP EPS falls 10.8% to $4.46; adjusted EPS down 6.6% to $5.27
CHEMED CORP
2025-Q3 EPS reported
$12.89
revenue$1,890,641,000
- Consolidated revenue $624.9M (+3.1% YoY); VITAS revenue $407.7M (+4.2%), Roto-Rooter $217.2M (+1.1%).
- VITAS ADC 22,327 (+2.5%); admissions up 5.6%; Medicare Cap accrual $6.1M vs $2.2M prior year.
- Roto-Rooter adjusted EBITDA $49.4M (-12.4%); margin 22.7% vs 26.2% prior year.
- Chemed: $129.8M cash, no debt; repurchased 407,500 shares for $180.8M during quarter.
- Reiterates FY2025 adjusted EPS guidance $22.00-$22.30, assuming no Florida Medicare Cap.