Chemed Corp

Chemed Corporation reported second-quarter 2026 adjusted earnings per share of $6.06, up 41.9% year over year and surpassing the Zacks Consensus Estimate by 9.2%. Revenues totaled $673.3 million, up 8.8% from the year-ago quarter and topping estimates by 1.9%. The company raised its 2026 guidance, now expecting adjusted EPS in the range of $25.00-$25.75, up from the previous $24.00-$24.75, and revenue growth excluding Medicare Cap of 8.25-9.25%, up from 6.5-7.5%. Shares have gained about 1.7% since the earnings report, underperforming the S&P 500, and analysts have made no estimate revisions in the past two months. Chemed holds a Zacks Rank #3 (Hold) with a VGM Score of B.

Several biotech stocks reached 52-week highs on August 7, 2026, driven by strong quarterly results and clinical progress. Halozyme Therapeutics surged 20% to $103.30 after reporting second-quarter revenue of $481 million, a 48% year-over-year increase, and estimating full-year 2026 revenues of $1.83 billion to $1.91 billion, representing 31% to 37% growth. Fennec Pharmaceuticals rose over 6% to $11.66 following a 71% jump in first-quarter net sales to $15.1 million from its PEDMARK therapy, with second-quarter results due August 11. Avalyn Pharma climbed over 3% to $34.15 after its April IPO raised about $316 million, while advancing inhaled therapies AP01 and AP02 in Phase 2 trials. Amylyx Pharmaceuticals hit $24.60 as it progresses the Phase 3 LUCIDITY trial for Avexitide and completed enrollment in a Phase 1 ALS study. Chemed Corporation reached $552.72 after revising its full-year revenue growth estimate to 8.25% to 9.25%, with a Medicare cap billing limitation of $7,000, and reporting an 8.8% second-quarter revenue increase to $673 million.

Chemed, Ecolab, Marriott International, Public Storage, Eastman Chemical, and Tyson Foods all declared quarterly dividends. Chemed raised its payout by 17% to 70 cents per share, payable September 3, 2026 to holders of record August 17. Ecolab declared a regular quarterly dividend of $0.73 per share, payable October 15 to holders of record September 15. Marriott declared 73 cents per share, payable September 30 to holders of record August 20. Public Storage declared a regular quarterly common dividend of $3.00 per share and dividends on its various preferred series, with the common payable October 6 and the preferred payable September 30, both to holders of record September 15. Eastman Chemical declared 84 cents per share, payable October 7 to holders of record September 15. Tyson Foods declared 51 cents per share on Class A common and 45.9 cents on Class B common, payable December 15 to holders of record December 1.

Addus HomeCare will report its second-quarter results after the market closes on Monday. Analysts expect revenue to grow 7.7% year on year, a slowdown from the 21.8% increase in the same quarter last year. The company missed revenue estimates last quarter, reporting $363.6 million, though it beat earnings per share expectations. Peers BrightSpring Health Services and Chemed have already reported Q2 results, with BrightSpring posting 23% revenue growth and Chemed 8.8%, both exceeding analyst forecasts. Addus HomeCare shares have risen 9.2% over the past month and enter earnings with an average analyst price target of $133, compared to a current price of $115.48.

Several biotech stocks reached 52-week highs on July 29, 2026, driven by second-quarter financial results and clinical updates. Anika Therapeutics rose over 6% to $17.75 after reporting second-quarter revenue of $32.6 million, a 17% year-over-year increase, and net income of $3.3 million, while revising its 2026 total revenue growth guidance to 5% to 10%. Chemed Corporation climbed over 4% to $551.68 as its second-quarter revenue grew 8.8% to $673 million, with its VITAS Healthcare unit contributing $443.4 million in patient revenue and a 9% increase in admissions, and the company raised its full-year revenue growth estimate to 8.25% to 9.25%. ICU Medical hit an intraday high of $170.48 ahead of its August 6 earnings report, following a first quarter in which infusion systems product revenue grew 9% to $179 million despite a 12% overall GAAP revenue decline to $530 million due to a divestiture. Neurocrine Biosciences reached $183.50 ahead of its July 30 earnings release, after first-quarter net product sales surged 44% to $811 million and the company acquired Soleno Therapeutics in May 2026. Royalty Pharma touched $60.44, reporting a 13% increase in first-quarter royalty receipts to $887 million and projecting full-year royalty receipts between $3.32 billion and $3.45 billion, with second-quarter results due on August 5.

Chemed Corp reported strong second-quarter 2026 results, driven by its Vitas hospice segment exceeding expectations with accelerated admissions and lower-than-budgeted labor costs. Vitas's performance boosted revenue growth and EBITDA margins, while Roto Rooter saw a 6.8% increase in commercial revenue and improved collections from centralized water restoration billing. However, Roto Rooter faced a 1.6% decline in total leads, a 6.7% drop in water restoration revenue, and a 77-basis-point decline in adjusted EBITDA margin due to higher internet marketing costs. The company generated over $173 million in cash flow from operations, enabling strategic acquisitions and aggressive share repurchases. Management expressed confidence in sustaining Vitas's growth rates into 2027 and is working to reduce Roto Rooter's reliance on paid leads.

Chemed Corp. reported a second-quarter profit of $67.703 million, or $5.13 per share, up from $52.493 million, or $3.57 per share, in the same period last year. Excluding items, adjusted earnings were $80.039 million, or $6.06 per share. Revenue rose 8.8% to $673.251 million from $618.798 million a year earlier. The company issued full-year earnings per share guidance of $25.00 to $25.75.

BrightSpring Health Services earned top marks among seven senior health, home health and hospice stocks tracked in the first quarter. The company reported revenues of $3.61 billion, up 25.6% year on year and beating analysts' expectations by 6.3%, while also exceeding EPS estimates and raising full-year EBITDA guidance. Chemed posted revenues of $657.5 million, a 1.6% increase that outperformed expectations by 1.2% and beat EPS estimates. Option Care Health was the weakest performer, with revenues of $1.35 billion missing estimates by 3.3% and full-year revenue guidance falling short. AdaptHealth reported $819.8 million in revenue, a 5.4% rise that beat estimates by 2.9%, though it missed EPS estimates significantly. Brookdale Senior Living saw revenues decline 6% to $764.9 million, missing estimates by 0.8% but beating EPS expectations. As a group, the seven companies' revenues beat consensus estimates by 0.9%, and their share prices have risen 7.6% on average since reporting.

Chemed Corporation maintains a Zacks Rank #3 (Hold) as its VITAS hospice segment posts strong operational growth and Roto-Rooter shows signs of recovery. In the first quarter of 2026, VITAS revenues rose 3.1% year over year on a 2.2% increase in days of care and a roughly 2.6% rise in the geographically weighted average Medicare reimbursement rate, while admissions jumped 6.9% to 19,394. Roto-Rooter saw residential plumbing and sewer and drain revenues increase for the first time since the fourth quarter of 2022, and a billing centralization project improved write-offs by $1.5 million. The company also acquired Roto-Rooter franchises in San Francisco and Fort Worth for roughly $20.6 million. However, macroeconomic headwinds including inflation and potential tariffs on steel and pharmaceuticals, along with a tough competitive landscape, pose risks. The Zacks Consensus Estimate for 2026 earnings per share remains at $24.05, with revenues pegged at $2.69 billion, implying 6.2% growth.

The seven senior health, home health, and hospice stocks tracked by StockStory reported a satisfactory first quarter, with aggregate revenues beating analysts' consensus estimates by 0.9%. Chemed posted revenues of $657.5 million, up 1.6% year on year and exceeding expectations by 1.2%, while BrightSpring Health Services was the best performer with revenues of $3.61 billion, a 25.6% increase that beat estimates by 6.3% and included a full-year EBITDA guidance raise. Option Care Health was the weakest, with revenues of $1.35 billion missing estimates by 3.3% and full-year revenue guidance falling short. Addus HomeCare reported revenues of $363.6 million, up 7.7% but 0.7% below expectations, and Brookdale posted revenues of $764.9 million, down 6% and 0.8% below estimates. On average, share prices of the group have been relatively unchanged since the latest earnings results.