Chemed Beats Q2 Estimates, Raises Full-Year Guidance on Hospice Strength
CHE sits 48% above its 52-week low of $365.205.
Summary
Chemed beat Q2 2026 estimates and raised full-year guidance, fueled by VITAS hospice segment outperformance and aggressive share repurchases.
Key Events · Earnings and Guidance · CHE
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Q2 Earnings Beat
Revenue of $673.3M beat consensus of $665M; adjusted EPS of $6.06 beat consensus of $5.60.
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Full-Year Guidance Raised
Management raised full-year guidance, citing strong VITAS hospice segment performance.
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VITAS Segment Drives Growth
VITAS revenue grew 11.9% on a 6.1% increase in days-of-care and a 2.4% Medicare rate increase.
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Aggressive Share Repurchases
Company repurchased $287.5M in shares during H1 2026, with $139.8M remaining under authorization.
Analysis · CHE · Industrial Applications And Services
Chemed delivered a strong Q2 beat with revenue of $673.3M vs. $665M consensus and adjusted EPS of $6.06 vs. $5.60, driven by VITAS hospice segment outperformance. The company raised full-year guidance, signaling confidence in sustained momentum. Aggressive share repurchases ($287.5M in H1) and a new $450M credit facility underscore a robust capital allocation strategy. The results come amid activist pressure from Barington Capital for a strategic review, adding a layer of urgency to the operational outperformance.
How filings like this one have moved
In the 30 days to Aug 25, 2026, 37.4% of the 3413 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CHE was trading at $540.00 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $7.1B. The 52-week trading range was $365.21 to $551.68. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.