CHE · Chemed Corp
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Chemed reported Q2 2026 consolidated revenue up 8.8% to $673.3 million and adjusted diluted EPS up 41.9% to $6.06, driven by VITAS outperformance with admissions up 9% and ADC up 6.1%, leading the company to raise full-year guidance for VITAS ADC growth, revenue (ex-cap), EBITDA margin, and adjusted EPS.
- + Raised full-year 2026 adjusted diluted EPS guidance to $25.00-$25.75 from $24.00-$24.75
- + Raised VITAS full-year 2026 ADC growth guidance to 5.75%-6.25% from 4.5%-5.5%
- + Raised VITAS full-year 2026 revenue (ex-Medicare cap) growth guidance to 8.25%-9.25% from 6.5%-7.5%
- + Raised VITAS full-year 2026 EBITDA margin (ex-cap) guidance to 19%-19.5% from 18%-18.5%
- + VITAS Q2 admissions rose 9% and ADC rose 6.1% to a record 23,687, exceeding expectations
- + VITAS Q2 adjusted EBITDA (ex-Medicare cap) grew 20.6% to $80.6 million with margin up 196 basis points to 18.2%
- − Roto-Rooter Q2 adjusted EBITDA margin declined 77 basis points to 21.1% due to higher Internet marketing costs
- − Roto-Rooter free (organic) leads declined 13.1% in Q2 2026, with paid leads rising to ~59% of total leads from 54%, increasing marketing spend by ~$3.1 million
- − Roto-Rooter independent contractor revenue declined 1.9% in Q2 2026
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Care Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CHE
this stock
Chemed Corp
|
$6.70B | +18.0% | +4.1% | 25.8 | 5.0% |
|
HCA
HCA Healthcare, Inc.
|
$96.64B | -8.6% | +7.1% | 15.0 | 2.9% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$29.92B | -11.6% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$20.91B | +28.6% | +0.9% | 10.0 | 2.5% |
|
EHC
Encompass Health Corp
|
$12.18B | +14.5% | +10.5% | 20.1 | 3.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CHE | +1.4% | -2.0% | +29.2% | -2.6% | +18.1% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +2.1% | -2.1% | +17.1% | -2.1% | +6.2% |
Capital returns
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.