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Mar 31, 2025
Chemed Q1 2025 Earnings Report
Chemed reported strong Q1 2025 results with revenue growth led by VITAS and a solid EPS performance.
Key Takeaways
Chemed delivered solid Q1 2025 results, with revenue rising to $646.9M and adjusted EPS reaching $5.63. Growth was driven by VITAS Healthcare, bolstered by the recent Covenant Health acquisition, while Roto-Rooter remained relatively flat.
Revenue by Segment
Forward Guidance
Updated 2025 earnings guidance will be provided with the Q2 release in June.
Positive Outlook
- Strong revenue growth in VITAS segment driven by higher days-of-care.
- Successful integration of Covenant Health acquisition with meaningful revenue contribution.
- Improved adjusted EPS year-over-year.
- Healthy balance sheet with no current or long-term debt.
- Continued share repurchases indicating management confidence.
Challenges Ahead
- Roto-Rooter segment experienced flat growth and declining gross margins.
- Medicare Cap limitations continue to impact revenue.
- Decrease in net income for Roto-Rooter.
- SG&A expenses increased in both segments.
- Free cash flow declined significantly compared to prior year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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