Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.92Last Year’s EPS
3.75Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong performance and outlook improvements driven primarily by VITAS — higher admissions, modest revenue and margin gains, a sizable addition to Florida cap cushion, and upward revisions to full-year ADC, revenue growth and adjusted EBITDA margin. Roto-Rooter showed early signs of stabilization in core residential services and strategic franchise acquisitions, but faces near-term headwinds: elevated paid marketing costs, weather-related lost revenue, water restoration pricing disruptions and a notable YoY decline in Roto-Rooter EBITDA and margins. On balance, VITAS’ outperformance and the company’s raised guidance outweigh Roto-Rooter’s challenges, producing a constructive overall view for the year while acknowledging execution risks at Roto-Rooter.Company Guidance
VITAS Admissions and ADC Growth
Admissions totaled 19,394 in Q1 2026, a 6.9% increase year-over-year. Average daily census (ADC) was 22,723, up 2.2% year-over-year, and full-year ADC growth guidance was raised to 4.5%–5.5% (from 3.5%–4%).
VITAS Revenue and Margin Strength
VITAS net revenue was $420.0 million in Q1 2026, up 3.1% versus prior year. Average revenue per day improved to $210.62 (+146 basis points). Adjusted EBITDA (excluding Medicare Cap) was $70.8 million (+0.6% YoY) with an adjusted EBITDA margin of 16.8%.
Improved Financial Position in Florida
VITAS added over $32.5 million to cap cushion in the Florida combined program in Q1 2026 and management stated the 2025 Florida cap issue is behind them; no Florida combined program cap limitation is anticipated for fiscal 2026.
Raised Full-Year Company Guidance
Company-wide revenue growth excluding Medicare Cap revised to 6.5%–7.5% (from 5.5%–6.5%). Revised adjusted EBITDA margin (ex-Cap) raised to 18.0%–18.5% (from 17.5%–18.5%). Updated full-year adjusted EPS guidance of $20.00–$24.75 (management said midpoint represents a 13% increase from 2025 adjusted EPS of $21.55).
Roto-Rooter Signs of Recovery in Core Residential Services
For the first time since Q4 2022, Roto-Rooter saw increases in residential plumbing and residential sewer & drain revenue in Q1 2026. Total leads rose 3.3% YoY and paid leads increased 18.7% YoY (paid leads comprised 53.4% of leads vs 46.5% prior year).
Operational Improvements and Strategic Acquisitions
Centralization of water restoration billing/collections improved write-offs by $1.5 million versus Q1 2025. Company repurchased two franchise territories (San Francisco and Fort Worth) for ~$20.6 million; these are expected to add $5.0–$5.5 million of revenue for the remainder of 2026 and are immediately accretive to earnings.
DE:CXM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:CXM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | €315.56 | €343.53 | +8.86% |
Feb 25, 2026 | €393.46 | €339.53 | -13.71% |
Oct 31, 2025 | €384.45 | €368.52 | -4.15% |
Jun 30, 2025 | €465.47 | €405.80 | -12.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Chemed (DE:CXM) report earnings?
Chemed (DE:CXM) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Chemed (DE:CXM) earnings time?
Chemed (DE:CXM) earnings time is at Jul 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Chemed stock?
The P/E ratio of Chemed is N/A.
What is DE:CXM EPS forecast?
DE:CXM EPS forecast for the fiscal quarter 2026 (Q2) is 4.92.