Healthcare services company Chemed Corporation (NYSE: CHE) will be reporting earnings this Wednesday afternoon. Here’s what to look for.
Chemed met analysts’ revenue expectations last quarter, reporting revenues of $624.9 million, up 3.1% year on year. It was a slower quarter for the company, with a significant miss of analysts’ EPS estimates and revenue in line with analysts’ estimates.
Is Chemed a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Chemed’s revenue to grow 3% year on year, slowing from the 9.2% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Chemed has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Chemed’s peers in the healthcare providers & services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Addus HomeCare delivered year-on-year revenue growth of 25.6%, meeting analysts’ expectations, and Brookdale reported a revenue decline of 3.4%, falling short of estimates by 1.7%. Brookdale traded down 9.7% following the results.
Read our full analysis of Addus HomeCare’s results here and Brookdale’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the healthcare providers & services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Chemed is up 6.8% during the same time and is heading into earnings with an average analyst price target of $555.50 (compared to the current share price of $478.72).
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