NYSE$CHE

Chemed Corp · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Chemed reported Q1 2025 revenue of $646.9M with net income of $95.0M and diluted EPS of $4.86.

Revenue was $646.9 million for the quarter ended March 31, 2025, led by VITAS hospice and Roto-Rooter plumbing. Net income was $95.0 million ($4.86 diluted EPS). Patient census, reimbursement, and plumbing service demand are outlook focal points.

  • Q1 revenue $646.9M; net income $95.0M.
  • Diluted EPS $4.86.
  • Hospice admissions and Roto-Rooter ticket growth.
  • Medicare reimbursement and labor costs affect hospice margins.

Headline financials

Total Revenue

$647M

Previous: $589M+9.8%
EPS (adj)

$4.86

Previous: $5.20-6.5%
Average Daily Census

22.2K

No prior period
VITAS Admissions

18.1K

No prior period
Capital Expenditures

-$13.3M

Previous: -$12.2M-9.2%
Net Income

$71.8M

Previous: $65M+10.4%
Operating Income

$94.8M

Previous: $72.3M+31.0%

Revenue & EPS history

Chemed · Revenue · Quarterly

$647M

Q1 2025+9.8%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Chemed · $565M total across 2 segments · Q3 2023

  • VITAS Healthcare
    $334M+12.4%
  • Roto-Rooter
    $231M+0.3%

Forward guidance

Insurance outlook depends on pricing, catastrophe losses, and investment income.

Tailwinds

  • Rate increases and favorable renewal terms in parts of the market.
  • Investment portfolio yield supports earnings.

Headwinds

  • Catastrophe and severity trends can swing quarterly results.
  • Reserve development and competition affect margins.

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 Q1 2025

Historical avgQ1 2025

+0.7%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.1%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+13.0%

Q3 2015

Best reaction

-14.8%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%-0.1%+4.0%
Q4 2025-14.8%-9.1%-21.0%
Q3 2025+6.0%+0.4%+0.1%
Q1 2025-6.6%-1.8%-2.7%
Q4 2024+7.4%+7.7%+11.0%
Q3 2024-12.0%-12.7%-6.2%
Q2 2024-0.1%+2.4%+5.7%
Q1 2024-7.0%-8.1%-9.9%
Q4 2023+5.1%+2.6%+7.3%
Q3 2023+9.3%+10.9%+14.4%
Q2 2023-8.1%-8.0%-10.8%
Q1 2023-3.7%-2.2%-4.1%
Q4 2022+3.3%+1.7%+1.9%
Q3 2022+3.2%+4.1%+12.6%
Q2 2022-6.8%-9.2%-8.3%
Q1 2022-1.4%-1.0%+0.8%
Q4 2021+5.1%+5.8%+3.8%
Q3 2021+9.2%+9.0%+9.4%
Q2 2021-4.4%-0.4%-2.4%
Q1 2021+1.5%+2.3%+6.1%
Q4 2020-0.8%-6.7%-3.9%
Q3 2020+1.2%+3.5%+0.2%
Q2 2020+9.0%+10.3%+12.2%
Q1 2020-3.9%-6.5%+5.6%
Q4 2019+3.2%-1.2%-23.1%
Q3 2019-1.7%+0.6%+5.9%
Q2 2019+3.7%+8.1%+13.9%
Q1 2019-0.6%+0.7%+0.3%
Q4 2018+1.3%+2.8%+1.9%
Q3 2018+6.2%+6.6%+7.6%
Q2 2018+0.4%-2.5%+0.1%
Q1 2018+3.0%+3.3%+13.4%
Q4 2017+2.4%+2.1%+12.9%
Q3 2017+9.1%+5.0%+12.7%
Q2 2017-1.1%-2.3%-6.3%
Q1 2017+10.0%+9.4%+9.0%
Q4 2016+1.9%+2.0%+9.1%
Q3 2016-0.3%+1.8%+6.3%
Q2 2016+5.0%+3.0%-7.9%
Q1 2016-6.7%
Q4 2015-5.6%
Q3 2015+13.0%
Q2 2015+5.1%
Q1 2015-4.7%
Q4 2014+7.5%
Q3 2014-1.2%
Q2 2014+4.3%
Q1 2014-3.3%
Q4 2013+10.5%
Q3 2013-5.2%
Q2 2013-7.3%
Q1 2013+3.4%
Q4 2012+4.9%
Q3 2012-2.0%
Q2 2012+5.1%
Q1 2012+2.9%
Q4 2011+0.0%
Q3 2011+1.5%
Q2 2011-5.8%
Q1 2010-2.6%
Q1 2011+1.8%
Q4 2008-1.6%
Q4 2010-1.6%
Q3 2009+1.4%
Q3 2010+1.4%
Q2 2010-0.9%
Q2 2009-0.9%
Q4 2009-0.9%

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