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Chemed said VITAS had 12% revenue growth and 9.4% ADC growth, ended Florida with a $32 million cap cushion, and should sustain strong growth. Roto-Rooter grew sales 7.5% last quarter, but marketing costs rose from 7% to 9% of sales.
Chemed reported third-quarter 2026 service revenues and sales increased 10.6%, driven by a 12.2% rise at VITAS and a 7.5% rise at Roto-Rooter; gross margin increased to 33.7% from 32.0%. Roto-Rooter acquired RotoCo for $60.6 million on September 16, 2026.
ChemEd Corporation reported third quarter of 2026 increases of 10.6% and 28.1% in consolidated results and adjusted deliverable earnings per share; VITAS revenue increased 12.2%, while Roto-Rooter same-store revenue increased 5.5% but adjusted EBITDA declined 2.5 percent.
Chemed Corporation reported third-quarter revenue of $690.9 million, up 10.6%, GAAP diluted EPS of $5.45 and adjusted diluted EPS of $6.75. It expects full-year 2026 adjusted EPS at or slightly above the high end of guidance.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Chemed delivered consolidated revenue growth of 10.6% and adjusted diluted EPS growth of 28.1%, and expects full-year adjusted EPS at or slightly above the high end of guidance; VITAS posted double-digit revenue growth and expanding margins. Roto-Rooter grew revenue but saw EBITDA and margin pressure from marketing, fuel, and lower-margin acquisitions, while operating cash flow and share repurchases supported capital allocation.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $6.06 | the three months ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | 121.81M | the three months ended June 30, 2026 filing | — |
| Adjusted EBITDA as a % of revenue non-GAAP | 18.1% | the three months ended June 30, 2026 filing | — |
| Adjusted net income non-GAAP | 80.04M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income as reported $67.7M
+$9.05M Stock option expense
+$2.35M Amortization of reacquired franchise agreements
+$2.25M Long-term incentive compensation
+$548K Legal settlements
+$68K Acquisition expense
-$2.38M Tax impact of the above pre-tax adjustments
+$445K Excess tax expense/(benefit) on stock compensation
= Adjusted net income $80.04M
|
|||
| After-tax earnings as a percent of revenue (Roto-Rooter) | 13.9% | the second quarter of 2026 filing | — |
| After-tax earnings as a percent of revenue (VITAS) | 13.7% | the three months ended June 30, 2026 filing | — |
| Average length of stay (days) | 101.2 | the three months ended June 30, 2026 filing | — |
| Estimated uncollectible accounts as a percent of revenues | 0.7% | the three months ended June 30, 2026 filing | — |
| Median length of stay (days) | 16 | the three months ended June 30, 2026 filing | — |
| Shares repurchased | 210,000 | the three months ended June 30, 2026 filing | — |
| Total Admissions | 19,125 | the three months ended June 30, 2026 filing | — |
| Total average daily census (days) | 23,687 | the three months ended June 30, 2026 filing | — |
| Total cost of repurchased shares (in thousands) | $89.84M | the three months ended June 30, 2026 filing | — |
| Total days of care | 2,155,517 | the three months ended June 30, 2026 filing | — |
| Total Discharges | 18,167 | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CHE
this stock
Chemed Corp
|
$7.13B | +28.1% | +4.1% | 26.3 | 6.1% |
|
HCA
HCA Healthcare, Inc.
|
$104.25B | +6.9% | +7.1% | 16.6 | 2.3% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$33.34B | +3.3% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$22.76B | +43.9% | +0.9% | 8.3 | 2.2% |
|
EHC
Encompass Health Corp
|
$13.83B | +32.8% | +10.5% | 22.0 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Chemed said VITAS had 12% revenue growth and 9.4% ADC growth, ended Florida with a $32 million cap cushion, and should sustain strong growth. Roto-Rooter grew sales 7.5% last quarter, but marketing costs rose from 7% to 9% of sales.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CHE | +3.8% | +7.0% | +25.4% | +2.5% | +28.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +1.2% | +8.2% | +24.9% | +2.7% | +17.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
