CHE Chemed (CHE) Q2 FY26 earnings call
Chemed delivered a strong second quarter, primarily driven by VITAS's significant outperformance in admissions and margin expansion, leading to raised full-year guidance. Roto-Rooter demonstrated solid commercial growth and improved water restoration collections, though it continued to navigate challenges from increased internet marketing costs and a decline in independent contractor revenue. The company remains focused on strategic franchise acquisitions for Roto-Rooter and sustainable growth for VITAS, leveraging its strong cash flow and low leverage.
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CHE operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Average daily census VITAS | 22.462KIn the fourth quarter of 2025, our average daily census was 22,462 patients, an increase of 1.3%.Source: earnings call transcript | 23.687KIn the second quarter of 2026, our average daily census was 23,687 patients.Source: earnings call transcript | +5.5% |
| Average length of stay VITAS | 115.1Our average length of stay in the quarter was 115.1 days.Source: earnings call transcript | 101.2Our average length of stay in the quarter was 101.2 days.Source: earnings call transcript | -12.1% |
| Median length of stay VITAS | 17Our median length of stay was 17 days in the fourth quarter of 2025, 1 day less than the median in the fourth quarter of 2024.Source: earnings call transcript | 16Our median length of stay was 16 days in the second quarter of 2026, a decline of 4 days from the second quarter of 2025.Source: earnings call transcript | -5.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.