CHEMED CORP — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Chemed reported Q3 2026 revenue of $690.9M (+10.6% YoY), GAAP diluted EPS of $5.45 (+22.2%), and adjusted diluted EPS of $6.75 (+28.1%). VITAS segment drove growth with net patient revenue of $457.4M (+12.2%), average daily census of 24,428 (+9.4%), and adjusted EBITDA of $92.5M (+31.4%). Roto-Rooter revenue reached $233.5M (+7.5%) but adjusted EBITDA declined 2.5% to $48.2M. Company reacquired California franchise territories for ~$62.5M during Q3. Share repurchases totaled 125,000 shares at $528.24/share in Q3; trailing 12-month repurchases of 1,235,000 shares at average $427.62/share. Long-term debt is $236.0M with $166.7M undrawn credit capacity.
Why this rating
VITAS growth is strong (+31% EBITDA), but Roto-Rooter weakness (-2.5% EBITDA) offsets gains. $62.5M acquisition is ~0.9% of market cap—small. Modest capital deployment and share buybacks routine. Overall: solid but ordinary execution, not trajectory-changing.
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