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Dollar General: The Rural Retailer Playbook
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Chemed
Chemed (CHE) investor relations material
Chemed Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Fourth quarter 2025 results missed expectations, with consolidated Q4 revenue flat at $639.3M and both subsidiaries facing operational and market challenges.
Service revenues and sales grew 4.1% year-over-year to $2.53 billion in 2025, with VITAS contributing 64% and Roto-Rooter 36%.
Adjusted net income declined 11.3% to $311.6M, and adjusted diluted EPS fell 6.8% to $21.55; Q4 adjusted EPS was $6.42, down 6%.
Management expects improved performance in 2026, driven by operational adjustments, new market entries, and enhanced lead generation, with 55% of adjusted net income and EBITDA expected in the second half.
Financial highlights
VITAS Q4 net revenue was $418.8M (up 1.9%); adjusted EBITDA (ex-Medicare cap) was $91.6M (down 1.7%), margin 21.7% (down 79 bps).
Roto-Rooter Q4 revenue was $220.6M (down 3.7%); adjusted EBITDA was $47.5M (down 21.1%), margin 21.5% (down 477 bps).
Full-year adjusted EBITDA was $458.7M (down 8.8%), margin 18.1% (down 2.6 pts); net income was $265.2M (down from $302.0M in 2024).
Capital expenditures increased 26.8% to $62.8M; cash and cash equivalents at year-end were $74.5M, with no debt.
$2.4M Medicare cap billing limitation accrued for VITAS in Q4; none for Florida.
Outlook and guidance
VITAS 2026 revenue (pre-Medicare cap) expected to grow 5.5%-6.5%; ADC up 3.5%-4%; EBITDA margin (pre-cap) projected at 17.5%-18%.
Roto-Rooter 2026 revenue growth forecast at 3%-3.5%; adjusted EBITDA margin expected at 22.5%-23%.
2026 adjusted EPS guidance is $23.25-$24.25, up from $21.55 in 2025; 55% of adjusted net income and EBITDA expected in the second half.
Focus remains on organic growth and acquisitions in both segments; continued industry consolidation expected in hospice.
Quantify Q2 2026 VITAS longer-stay patient revenue impact
Roto-Rooter H1 2026 EBITDA margin vs. full-year guidance
Segment drivers for H2 2026 earnings weighting
Water restoration billing improvement impact
VITAS patient mix rebalancing financial impact
Roto-Rooter natural lead generation strategy
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Next Chemed earnings date
Q1 202623 Apr, 2026
Chemed
Next Chemed earnings date
Q1 202623 Apr, 2026
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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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