Addus Homecare (A41) AI Stock Analysis

Addus Homecare

(Frankfurt:A41)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Scaled personal care expansionThe AccentCare transaction would materially expand Addus’s personal care scale, geographic reach, and customer base. Greater density across major states can strengthen payer relationships, broaden operating capabilities, and support durable revenue growth once regulatory approvals and closing conditions are completed.

Negative Factors

Caregiver capacity constrains growthCaregiver availability directly limits Addus’s ability to convert patient demand into authorized, billable service hours. Persistent recruitment and retention pressure can cap organic growth and require higher labor spending, reducing the benefit of favorable demand and reimbursement conditions.

Addus Homecare (A41) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 2.34B
Dividend Yield: ―
Average Volume (3M): 5
Price to Earnings (P/E): 22.1
Beta (1Y): 0.10
Revenue Growth: 8.06%
EPS Growth: 16.60%
Country: Germany
Employees: 50,659
Sector: Healthcare
Sector Strength: 51
Industry: Medical - Care Facilities

Addus Homecare Business Overview & Revenue Model

Company Description

Addus HomeCare Corporation, through its various subsidiaries, offers essential personal support services across the United States. The company primarily assists seniors, individuals with chronic illnesses or disabilities, and those at risk of hospita...

Addus Homecare Earnings Call Summary

Earnings Call Date:Aug 02, 2026(Q2-2026)|% Change Since:10.66%|Next Earnings Date:Nov 02, 2026

Earnings Call SentimentPositive

The call was broadly positive, characterized by strong revenue, earnings, EBITDA, cash flow and debt-reduction performance; growth in Personal Care and hospice; improving home health trends; successful early performance from the Indiana acquisition; and an expanding acquisition pipeline. The main challenges were the Medicare Cap accrual, the year-over-year home health revenue decline, muted Texas census growth, slower New Mexico app adoption, the proposed home health temporary adjustment, a higher tax rate and the likelihood that cash flow benefits will moderate. Highlights significantly outweighed lowlights.

Positive Updates

Strong Second-Quarter Financial Performance

Total revenue was $377.4 million, up 8% from $349.4 million in the second quarter of 2025. Adjusted earnings per share increased 16.1% to $1.73 from $1.49, and adjusted EBITDA rose 11.9% to $49.2 million from $43.9 million.

Negative Updates

Medicare Cap Accrual in Hospice

The company recorded a Medicare Cap accrual of a little over $3 million in the second quarter, primarily in Ohio. Management said the accrual was impactful to hospice gross margin and EBITDA, although it does not expect additional cap expense exposure for the remainder of the year and hopes to mitigate some of the expense before the end of the cap year.

Company Guidance

Management expects full year adjusted EBITDA margin percentage to remain between 12% and 13%, with Q2 to Q3 probably pretty consistent, maybe a slight tick up, and a higher jump going into Q4, putting results toward the higher end of the 12%, pushing to 13% for the full year; it expects the hospice margin profile next year to remain fairly consistent with where we’ve been, no additional Medicare Cap expense exposure through the end of this year, consistent cash flow through the back half of this year but probably not quite to the level seen in the first 6 months, DSOs in that mid-30s range, and Personal Care year-over-year same-store census growth during the second half of 2026. The company said New Mexico’s rate increase for it would be around 4%, Texas rate increases, if achieved, should be impactful starting September 1 of next year, and the 80/20 portion of the Medicaid access rule could be eliminated potentially by year-end or sometime this year.

Addus Homecare Risk Analysis

Addus Homecare disclosed 32 risk factors in its most recent earnings report. Addus Homecare reported the most risks in the "Ability to Sell" category.

Ability to Sell - Risks related to the company’s ability to sell goods and services

Latest Risks Added

0 New Risks

Addus Homecare Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

DE:A41 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
NHC	85Outperform	$3.23B	22.83	12.94%	1.27%	7.19%	32.91%
PNTG	60Neutral	$1.46B	44.32	9.51%	―	37.90%	15.84%
AVAH	58Neutral	$2.87B	9.91	150.20%	―	19.52%	1337.90%
USPH	52Neutral	$1.28B	504.88	-1.27%	2.13%	11.32%	-92.59%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%

* Healthcare Sector Average

Performance Comparison

DE:A41 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:A41	Addus HomeCare Corporation	109.00	8.00	7.92%
NHC	National Healthcare	206.14	85.81	71.31%
USPH	U.s. Physical Therapy	85.83	0.98	1.16%
PNTG	Pennant Group Inc	41.66	16.38	64.79%
AVAH	Aveanna Healthcare Holdings Inc	13.16	3.85	41.35%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Addus Homecare AI Stock Analysis