Chemed projects $18-25M Medicare Cap hit; lowers FY2025 guidance

CHEMED CORP

VITAS expects $18M-$25M Medicare Cap revenue limit for Florida consolidated program (excl. Tallahassee) in 2025 Cap Year.
Lower-than-expected Medicare admissions in Apr-May 2025 and rate differential (2.9% cap increase vs 5.2% reimbursement) caused the cap.
Roto-Rooter experienced unexpected residential demand weakness in Q2 2025; commercial improvement insufficient to offset.
VITAS received Florida CON for Pinellas County on June 20, aiding growth and Cap mitigation for 2026.
Full Q2 2025 results and revised FY2025 guidance due July 29; conference call July 30.

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