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Chemed (CHE) investor relations material
Chemed UBS Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Healthcare Conference 2025 summary11 Nov, 2025
Business performance and strategy
Both business segments faced challenges in the second quarter, but optimism remains for improved performance over the next 12-18 months.
The growth model relies on consistent, organic growth, strong cash flow, and share repurchases, with stock price historically growing 18% annually.
Pandemic disruptions led to workforce losses at VITAS and a boom at Roto-Rooter, but both segments are returning to pre-pandemic performance levels.
VITAS has recovered its census to pre-pandemic levels, while Roto-Rooter is stabilizing after intense competition from private equity-backed entrants.
The company remains open to strategic acquisitions, especially in regions with strong plumbing and HVAC demand, but would require substantial plumbing operations and year-round business.
VITAS: Medicare cap and operational adjustments
A one-time Medicare cap issue in Florida resulted in an $18.9 million repayment, but mitigation strategies are in place to prevent recurrence in 2026.
Strategic shift back to hospital-based admissions has balanced patient length of stay and improved cap compliance.
Admissions from hospitals have returned to the target range of 42-45%, supporting predictability in patient mix and reimbursement.
Census growth is being managed to avoid cap issues, with expectations to resume 4-5% growth rates, pending fourth quarter results.
Labor headwinds have subsided, turnover rates are better than pre-pandemic, and wage increases are in the 3-3.5% range.
Roto-Rooter: Competition, marketing, and growth initiatives
Private equity competition led to higher paid search costs and reduced call volumes, but recent quarters show stabilization and improved paid search performance.
Google algorithm changes have shifted lead generation from free to paid search, but spending is yielding more clicks and jobs.
Commercial business is a key growth area, with dedicated managers in 15 branches driving 20% revenue growth; expansion to all branches is planned.
Residential segment outlook is improving as competitive pressures ease, and execution metrics remain strong.
The company is cautious about HVAC-plumbing integration, based on past experience, but remains open to select opportunities.
VITAS: How is '26 Medicare cap liability avoided?
Roto-Rooter: Countering PE loss-leader strategy?
Chemed: Re-evaluate combined business model?
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Next Chemed earnings date
Bank of America Home Care Conference9 Dec, 2025
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Frequently asked questions
Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States. It also provides plumbing, drain cleaning, and related services to residential and commercial customers under the Roto-Rooter name; operates senior living communities that offer various services to senior citizens; and is involved in the operation of crematoria.
In addition, the company provides property restoration services from water and fire damage to residential and business customers. It serves hospitals and nursing homes under contractual agreements; and individuals through Medicare, Medicaid, insurance companies, or other third party payors. Chemed Corporation was incorporated in 1970 and is headquartered in Cincinnati, Ohio.
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