Overview
Chemed Q2 2025 revenue rises 3.8% but misses analyst expectations, per LSEG data
Adjusted EPS for Q2 2025 falls 21.9% and misses estimates, per LSEG data
Co announces departure of unit VITAS' CEO Nicholas M. Westfall, effective Dec 1, 2025
Outlook
Chemed revises 2025 EPS guidance to $22.00-$22.30, down from $24.95-$25.45
VITAS expects 2025 revenue to grow 7.5%-8.5% before Medicare Cap
Roto-Rooter forecasts 2025 revenue increase of 1.25%-1.75%
Chemed estimates $28.2 mln in 2025 Medicare Cap billing limitations
Result Drivers
VITAS REVENUE GROWTH - Driven by 6.1% increase in days-of-care and 4.2% rise in Medicare reimbursement rates
MEDICARE CAP IMPACT - Revenue growth negatively affected by Medicare Cap billing limitations, totaling $16.4 mln in Q2
ROTO-ROOTER SLUGGISH GROWTH - Revenue rose only 0.6% with declines in plumbing and drain cleaning services
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $618.80 mln | $628.60 mln (4 Analysts) |
Q2 Adjusted EPS | Miss | $4.27 | $4.98 (3 Analysts) |
Q2 EPS | $3.57 | ||
Q2 Net Income | $52.49 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the healthcare facilities & services peer group is "buy"
Wall Street's median 12-month price target for Chemed Corp is $645.00, about 27.7% above its July 28 closing price of $466.08
The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 24 three months ago
Press Release: ID:nBw6z9BKWa
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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