NASDAQ$ADUS

Addus HomeCare Corporation · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Addus HomeCare reported Q4 2025 net service revenue of $373.1M (+25.6%) and EPS of $1.61.

Addus grew Q4 net service revenue 25.6% to $373.1M with net income of $29.8M ($1.61 diluted EPS). Adjusted EPS was $1.77 (+28.3% YoY) and adjusted EBITDA rose 33.3%. Hospice and home-health acquisitions expanded scale and geographic coverage.

  • Q4 net service revenue $373.1M (+25.6%).
  • Net income $29.8M; EPS $1.61; adjusted EPS $1.77.
  • Adjusted EBITDA +33.3% YoY.
  • Acquisition-driven scale in personal care and hospice.

Headline financials

Total Revenue

$373M

Previous: $297M+25.6%
EPS (adj)

$1.77

Previous: $1.38+28.3%
Personal Care % of revenue

76.6%

No prior period
Hospice % of revenue

18.8%

No prior period
Home Health % of revenue

4.6%

No prior period
Personal Care organic growth

6.3%

Previous: 5.8%+8.6%
Hospice organic growth

16.0%

Previous: 7.8%+105.1%
Hospice ADC organic growth

11.5%

Previous: 2.7%+325.9%
Home Health organic growth

-7.4%

Previous: 1.6%-562.5%
Net Income

$29.8M

Previous: $19.5M+52.6%
Operating Income

$42.3M

Previous: $26.9M+57.1%
Gross Profit

$124M

Previous: $101M+21.8%

Revenue & EPS history

Addus · Revenue · Quarterly

$373M

Q4 2025+25.6%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Addus · $271M total across 3 segments · Q3 2023

  • Personal Care
    $202M+12.7%
  • Hospice
    $53.1M+3.4%
  • Home Health
    $15.7M+57.9%

Forward guidance

Management expects continued organic and inorganic growth in home-based care markets.

Tailwinds

  • Favorable demographics for home- and community-based services.
  • Adjusted EBITDA margin expansion.
  • Pipeline of tuck-in acquisitions.

Headwinds

  • Reimbursement rate pressure from payors.
  • Labor costs for caregivers.
  • Integration risk on acquired agencies.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.2%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+5.0%

Avg return

30 days after

58%

37 / 64 earnings

Positive

+23.7%

Q4 2019

Best reaction

-19.6%

Q4 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-0.6%-10.6%
Q4 2025-9.1%-12.0%-17.0%
Q3 2025-5.9%-5.0%-4.1%
Q1 2025+4.1%+6.3%+7.5%
Q4 2024-10.4%-12.0%-10.1%
Q3 2024-1.7%+1.0%-2.1%
Q2 2024+3.5%+3.6%+8.5%
Q1 2024+6.5%+11.3%+16.8%
Q4 2023+3.4%+5.3%+16.4%
Q3 2023-3.7%+3.3%+7.0%
Q2 2023+1.2%+3.9%-0.1%
Q1 2023+5.8%+0.3%+10.3%
Q4 2022+3.9%+2.5%-0.4%
Q3 2022+3.1%+3.8%+4.8%
Q2 2022+3.1%+0.6%-3.9%
Q1 2022-2.3%-4.7%-4.2%
Q4 2021+20.5%+20.4%+15.8%
Q3 2021-0.5%+9.1%-8.9%
Q2 2021+9.1%+5.3%+4.0%
Q1 2021-6.6%-8.1%-10.0%
Q4 2020-11.3%-14.2%-11.3%
Q3 2020+11.9%+10.3%+4.6%
Q2 2020+2.7%-4.6%-7.1%
Q1 2020+10.2%+2.7%+22.5%
Q4 2019+23.7%+8.5%+42.1%
Q3 2019-0.9%-0.1%+8.6%
Q2 2019+1.4%+4.4%-0.2%
Q1 2019+3.6%+3.0%+8.8%
Q4 2018-2.8%-7.8%-3.8%
Q3 2018+6.5%+10.8%+16.7%
Q2 2018-4.4%-7.1%-3.4%
Q1 2018+3.1%+1.8%+11.9%
Q4 2017-0.3%+8.6%+38.5%
Q3 2017-1.4%-5.8%-7.8%
Q2 2017-0.3%-1.4%-1.3%
Q1 2017+11.3%+9.4%+2.6%
Q4 2016+1.2%+0.1%-7.5%
Q3 2016+17.4%+28.7%+32.7%
Q2 2016+13.8%+8.6%+27.1%
Q1 2016-1.1%
Q4 2015-16.6%
Q3 2015-12.7%
Q2 2015+4.4%
Q1 2015-3.4%
Q4 2014+3.7%
Q3 2014+7.1%
Q2 2014+1.3%
Q1 2014+1.8%
Q4 2013-19.6%
Q3 2013+4.3%
Q2 2013+9.3%
Q1 2013+0.9%
Q4 2012+13.2%
Q3 2012+10.5%
Q2 2012+1.1%
Q1 2011-0.0%
Q1 2012-7.8%
Q4 2011+6.6%
Q3 2010-1.3%
Q3 2011-1.3%
Q2 2011-17.3%
Q2 2010-17.3%
Q4 2010+0.2%
Q1 2010+2.6%

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