CHE
Medical Care Facilities · Healthcare
Analyst
Bank of America
Equibles does not estimate personal net worth.
Joanna Gajuk is recorded as Analyst at Bank of America. Joanna Gajuk has spoken on 16 earnings calls and 3 other investor events across 9 companies, most recently for Encompass Health Corp on October 29, 2026. Those appearances were for Chemed Corp (CHE), Encompass Health Corp (EHC), Brookdale Senior Living Inc. (BKD), Concentra Group Holdings Parent, Inc. (CON), Addus HomeCare Corp (ADUS) and 4 other companies. The companies whose calls Joanna Gajuk spoke on are classified in the Healthcare and Consumer Cyclical sectors.
“So, I guess, first on the small format hospital, so it's very exciting, I guess, type of development there.”
“So maybe coming back to discussion around the guidance and appreciated comments around occupancy a little bit less and, you know, some of the cost efficiencies, but also the other dynamic you mentioned is the delay or I guess, you know, delay of these dispositions, right?”
“So I guess in terms of the core business, if I may first, on the payer mix, right, and you said it was anticipated that the government mix will increase.”
“So actually, in terms of the conservatism, in a way, for this year and the strength in this quarter, so I understand that year over year, but even when you just look on its own, the Q2 margins were very strong, and now your guidance implies EBITDA margins of, call it 20.9%, right, 20.8% to 9%, so very close to 21%.”
“Would you be able to quantify the Medicare cap accrual in hospice, and can you talk about the margins in that segment, operating margins?”
Bank of America
Analyst
Source not stated
CHE
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
ADUS
Medical Care Facilities · Healthcare
ARDT
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
Medical Care Facilities · Healthcare
Personal Services · Consumer Cyclical