Chemed Q4 adjusted EPS falls 6.0% to $6.42; 2026 outlook $23.25 to $24.25
Chemed reported fourth-quarter 2025 revenue of $639.3 million, essentially flat year over year, while GAAP diluted EPS fell 9.0% to $5.48 and adjusted diluted EPS fell 6.0% to $6.42. The company guided to 2026 adjusted diluted EPS of $23.25 to $24.25, compared with 2025 adjusted EPS of $21.55, and said 55% of 2026 adjusted net income and adjusted EBITDA before Medicare Cap is expected in the second half.
Key points
- Q4 2025 revenue was $639.3 million, essentially flat; GAAP diluted EPS was $5.48, down 9.0%, and adjusted diluted EPS was $6.42, down 6.0%.
- VITAS net patient revenue rose 1.9% to $418.8 million, while Roto-Rooter revenue fell 3.7% to $220.6 million.
- 2026 guidance: adjusted diluted EPS of $23.25 to $24.25, versus $21.55 in 2025; Roto-Rooter adjusted EBITDA margin expected at 22.5% to 23.0%.
- During the quarter the company repurchased 400,000 shares for $174.6 million; $127.3 million of repurchase authorization remained at December 31, 2025.
The filing
Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 25, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.