earnings
confidence high
sentiment positive
materiality 0.85
Chemed Q2 2026: adj. EPS $6.06 (+41.9%), VITAS EBITDA +20.6%, guidance raised to $25.00-$25.75
CHEMED CORP
- Consolidated revenue $673.3M (+8.8% YoY); GAAP diluted EPS $5.13 (+43.7%); adjusted diluted EPS $6.06 (+41.9%).
- VITAS net patient revenue $443.3M (+11.9%), ADC 23,687 (+6.1%), admissions +9.0%; adjusted EBITDA $80.6M (+20.6%).
- Roto-Rooter revenue $229.9M (+3.3%), adjusted EBITDA $48.5M (flat), margin 21.1% (-77 bps).
- Full-year 2026 adjusted EPS guidance raised to $25.00-$25.75 from $24.00-$24.75; mid-point +17.8% YoY.
- Repurchased 210,000 shares for $89.8M in Q2; trailing 12-month repurchases reduced shares by ~10.5%.