Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, doctors, registered nurses, home health aides, social ...
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Est. EPS $6.48 · Revenue $684.51M · 3 analysts
Est. EPS $7.34 · Revenue $705.38M · 2 analysts
Est. EPS $25.52 · Revenue $2.72B · 2 analysts
Est. EPS $5.92 · Revenue $699.96M · 1 analysts
$2.40 per share
$2.40 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.5B | +4.1% | +2.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $265.2M | -12.2% | +2.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +30.0% | -14.7% | +0.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +13.4% | -11.3% | +3.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.5% | -15.6% | -0.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $325.5M | -11.5% | -2.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +12.9% | -15.0% | -4.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 15.8% | +25.5% | +27.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.05x | -23.7% | +6.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.6B | -1.7% | +2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 18.42 vs 22.15 | -16.8% | 5.13 vs 5.60 | -8.4% |
| Revenue Surprise | $2.5B vs $2.5B | -0.8% | $673.3M vs $665.0M | +1.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | LEE SPENCER S | officer: executive vice president | Capital Stock | D | 1,000 | $541.04 |
| Aug 21, 2026 | MCNAMARA KEVIN J | director, officer: president and CEO | Capital Stock | D | 2,000 | $541.16 |
| Aug 10, 2026 | Judkins Brian C | officer: VP and Chief Legal Officer | Stock Option (right to buy with tandem tax withholding) | D | 6,786 | $445.35 |
| Aug 10, 2026 | Judkins Brian C | officer: VP and Chief Legal Officer | Capital Stock | A | 6,786 | $445.35 |
| Aug 10, 2026 | Judkins Brian C | officer: VP and Chief Legal Officer | Capital Stock | D | 5,878 | $548.96 |
Operator: Thank you for standing by, and welcome to Chemed Corporation's Second Quarter 2026 Earnings Conference Call. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 on your telephone. To remove yourself from the queue, you may press star 1 again. I would now like to hand the call over to Holley R. Schmidt, Assistant Controller. Please go ahead. Holley R. Schmidt: Good morning. Our conference call this morning will review the financial results for the second quarter of 2026 ended June 30, 2026. Before we begin, let me remind you that the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995 apply to this conference call. During the course of this call, the company will make various remarks concerning management's predictions, plans and prospects that constitute forward-looking statements. Actual results may differ materially from those projected by these forward-looking statements. As a result of a variety of factors, including those identified in the company's news release of July 28, 2026 and in various other filings with the SEC. You are cautioned that any forward-looking statements reflect management's current view only, and that the company undertakes no obligation to revise or update such statements in the future. In addition, management may also discuss non-GAAP operating performance results during today's call. Including earnings before interest, taxes, depreciation and amortization, or EBITDA, and adjusted EBITDA. A reconciliation of these non-GAAP results is provided in the company's release dated July 28, 2026, which is available on the company's website at Chemed.com. I would now like to introduce our speakers for today, Kevin J. McNamara, President and Chief Executive Officer of Chemed Corporation, Michael D. Witzeman, Chief Financial Officer of Chemed and Joel L. Wherley, President and Chief Executive Officer of Chemed's VITAS Healthcare Corporation subsidiary. I will now turn the call over to Kevin J. McNamara. Kevin J. McNamara: Thank you, Holley. Good morning. Welcome to Chemed Corporation's second quarter 2026 conference call. I will begin with highlights for the quarter, then Mike and Joel will follow up with additional details. I will then open the call up for questions. VITAS's performance during the quarter exceeded even the high end of our expectations. VITAS continues to add ADC through accelerated admissions from non-preadmission locations while also maintaining a high level of hospital-based admissions. This was achieved while also keeping hospice labor costs lower than budgeted. These factors combined to allow VITAS to achieve higher than expected revenue growth and EBITDA margins. While continuing to add cushion to the Medicare cap position in our Florida combined program. Admissions at VITAS during the quarter totaled 19,125. Which equates to a 9% improvement from the same period in 2025. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Kevin J. McNamara | Chief Executive Officer, President & Director | USD 4,896,971 | Male | 1954 | Active |
Spencer S. Lee | Executive Vice President | USD 1,531,436 | Male | 1956 | Active |
Michael D. Witzeman | Executive Vice President, Controller, Principal Accounting Officer & Chief Financial Officer | USD 1,298,218 | Male | 1971 | Active |
Joel L. Wherley | Executive VP and President & CEO of VITAS Healthcare | USD 1,138,404 | Male | 1965 | Active |
Brian C. Judkins | Vice President, Secretary & Chief Legal Officer | USD 875,374 | Male | 1981 | Active |
Nathan J. McNamara | Vice President & Chief Strategy Officer | — | Male | 1988 | Active |
Thomas C. Hutton | Vice President & Director | — | Male | 1951 | Active |
Holley R. Schmidt | Vice President & Assistant Controller | — | Female | 1972 | Active |
Lisa A. Reinhard | VP, Chief Administrative Officer & Assistant Secretary | — | Female | 1973 | Active |
Sherri Warner | Director of Investor Relations | — | Female | — | Active |
Bank of New York Mellon Corp acquired a new position in shares of Chemed Corporation (NYSE: CHE) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 94,045 shares of the company's stock, valued at approximately $43,800,000. Bank of New York Mellon Corp owned approximately
Chemed (CHE) reported earnings 30 days ago. What's next for the stock?
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Deutsche Bank AG acquired a new position in shares of Chemed Corporation (NYSE: CHE) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 16,747 shares of the company's stock, valued at approximately $7,800,000. Deutsche Bank AG owned about 0.13% of Chemed
NEW YORK--(BUSINESS WIRE)---- $CHE #NYSE--Scott+Scott Attorneys at Law LLP has launched an urgent investigation into whether certain officers and directors of Chemed Corporation (NYSE: CHE) failed to manage Chemed in an acceptable manner, breaching their fiduciary duties to Chemed, and whether Chemed and its shareholders have suffered damages as a result. Attorney Joseph A. Pettigrew is heading the investigation—what shareholders need to know: On August 13, 2026, The Capital Forum released a report alleging t.
