Chemed Past Earnings Performance
Past criteria checks 2/6
Chemed's earnings have been declining at an average annual rate of -0.6%, while the Healthcare industry saw earnings growing at 4% annually. Revenues have been growing at an average rate of 4.4% per year. Chemed's return on equity is 30.6%, and it has net margins of 10.2%.
Key information
-0.55%
Earnings growth rate
1.26%
EPS growth rate
| Healthcare Industry Growth | 8.50% |
| Revenue growth rate | 4.42% |
| Return on equity | 30.64% |
| Net Margin | 10.23% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Narrative Update • Jun 01
CHE: Ongoing Buybacks And Stable Margins Will Support Balanced Future Returns
Analysts have nudged their price target on Chemed higher to $446.50 from $443, reflecting updated assumptions around slightly stronger revenue growth, a modestly higher discount rate, stable profit margins, and a lower future P/E multiple. What's in the News Chemed reported that from January 1, 2026 to March 31, 2026, it repurchased 500,000 shares, representing 3.65% of its stock, for US$197.7 million under its ongoing buyback program.Narrative Update • Apr 27
CHE: Ongoing Buybacks And Earnings Guidance Will Support Balanced Future Returns
Analysts now see Chemed’s fair value holding at $443, with updated assumptions for revenue growth of 6.52%, a profit margin of 12.54%, and a future P/E of 15.49x shaping their refreshed price target rationale. What's in the News From January 1, 2026 to March 31, 2026, Chemed repurchased 500,000 shares for $197.7 million, representing 3.65% of its shares under the long running buyback program announced in February 2011 (Key Developments).Narrative Update • Apr 10
CHE: Expanded Buybacks And Earnings Guidance Will Support Stronger Future Returns
Analysts have kept their price target for Chemed steady at $443. This reflects updated assumptions around slightly different revenue growth, profit margin and future P/E inputs that do not materially change their overall valuation view.Narrative Update • Mar 27
CHE: Expanded Buybacks And Higher Margins Will Support Stronger Future Returns
Analysts have maintained Chemed's price target at $443, citing updated assumptions for profit margin and forward P/E as key factors behind the reaffirmed view. What's in the News Chemed issued consolidated earnings guidance for full-year 2026, with projected earnings per diluted share in a range of $23.25 to $24.25, excluding certain non cash items such as stock option expenses, tax benefits from stock option exercises, litigation costs and other discrete items (corporate guidance).Narrative Update • Mar 10
CHE: Revised Outlook And Ongoing Buybacks Will Shape Balanced Future Returns
Analysts have revised their price target on Chemed to $443.00 from $555.50, reflecting updated views on revenue growth, profit margins, and the P/E multiple they consider appropriate for the stock. What's in the News Chemed issued consolidated earnings guidance for full-year 2026, projecting earnings per diluted share, excluding specified non cash and discrete items, in a range of $23.25 to $24.25 (company guidance).
New Narrative • Feb 27
Repositioned Hospice Mix And Aging Demographics Will Support Stronger Long Term Performance
Catalysts About Chemed Chemed operates VITAS Healthcare, a large hospice provider, and Roto-Rooter, a national plumbing and water restoration service business. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 24
CHE: Stable Margins And Expanded Buybacks Will Support Future Upside
Analysts maintained Chemed's price target at $555.50, citing unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News On February 13, 2026, Chemed increased its equity buyback authorization by US$300 million to a total of US$3.05 billion under its existing repurchase program (Key Developments).Narrative Update • Feb 10
CHE: Stable Margins And Consistent Assumptions Will Support Future Upside
Analysts have maintained their fair value estimate for Chemed at US$555.50 per share, with only small adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, resulting in a marginally updated price target narrative. Valuation Changes Fair Value: Kept unchanged at US$555.50 per share, indicating no revision to the central valuation output.Narrative Update • Jan 23
CHE: Share Buybacks And Margin Outlook Will Support Future Upside
Analysts now see Chemed's fair value at US$555.50, down from US$582.25. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.Analysis Article • Jan 16
Here's What Chemed's (NYSE:CHE) Strong Returns On Capital Mean
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Analysis Article • Oct 31
Analysts Are Updating Their Chemed Corporation (NYSE:CHE) Estimates After Its Third-Quarter Results
It's been a good week for Chemed Corporation ( NYSE:CHE ) shareholders, because the company has just released its...Analysis Article • Oct 24
Chemed Corporation (NYSE:CHE) Shares Could Be 38% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Chemed fair value estimate is US$707 Chemed is estimated to be...Seeking Alpha • Oct 06
Chemed Corp: Genius Of The Model Lies In Its Corporate Strategy
Summary Chemed Corp's unconventional structure is masterfully managed with a disciplined focus on operational excellence and shareholder-friendly capital allocation. The company's primary competitive advantage is its brand, a powerful intangible asset cultivated over nearly a century of reliable service and effective marketing. Chemed has constructed a uniquely durable enterprise built to create shareholder value for the long term. Read the full article on Seeking AlphaNarrative Update • Sep 03
New Florida CON Sites Will Advance Home-Based And Hospice Care
Chemed’s modest price target increase to $582.25 reflects stable sentiment, as core metrics like future P/E and revenue growth remain virtually unchanged. What's in the News Increased equity buyback authorization by $300 million, bringing total to $2.75 billion.Analysis Article • Jul 07
Chemed Corporation (NYSE:CHE) Shares Could Be 23% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Chemed fair value estimate is US$614 Chemed's US$473 share...Analysis Article • Jun 18
Chemed Corporation's (NYSE:CHE) Business Is Yet to Catch Up With Its Share Price
With a price-to-earnings (or "P/E") ratio of 25.9x Chemed Corporation ( NYSE:CHE ) may be sending bearish signals at...
New Narrative • Aug 25
Strategic Acquisitions And Operational Efficiencies Set To Propel VITAS And Roto-Rooter Forward
Strategic acquisitions, such as Covenant Health, and aggressive hiring in VITAS are poised to enhance Chemed's revenue and net margins through improved operational efficiency.Seeking Alpha • Aug 16
Chemed Remains A Buy On Long-Term Economics
Summary Chemed continues to present with exceptional economic characteristics now at depressed valuations vs. history. The business is highly profitable and earns high rates of return on all the capital that's been employed into its operations. Management has an extensive reinvestment runway to redeploy surplus funds and grow the intrinsic worth of the business. Read the full article on Seeking AlphaRevenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Chemed makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 2,541 | 260 | 423 | 0 |
| 31 Dec 25 | 2,530 | 265 | 414 | 0 |
| 30 Sep 25 | 2,531 | 279 | 416 | 0 |
| 30 Jun 25 | 2,512 | 290 | 407 | 0 |
| 31 Mar 25 | 2,489 | 309 | 414 | 0 |
| 31 Dec 24 | 2,431 | 302 | 419 | 0 |
| 30 Sep 24 | 2,377 | 302 | 415 | 0 |
| 30 Jun 24 | 2,336 | 301 | 418 | 0 |
| 31 Mar 24 | 2,293 | 283 | 406 | 0 |
| 31 Dec 23 | 2,264 | 273 | 395 | 0 |
| 30 Sep 23 | 2,225 | 245 | 392 | 0 |
| 30 Jun 23 | 2,187 | 226 | 376 | 0 |
| 31 Mar 23 | 2,165 | 240 | 369 | 0 |
| 31 Dec 22 | 2,135 | 250 | 359 | 0 |
| 30 Sep 22 | 2,129 | 262 | 354 | 0 |
| 30 Jun 22 | 2,141 | 277 | 359 | 0 |
| 31 Mar 22 | 2,142 | 267 | 365 | 0 |
| 31 Dec 21 | 2,139 | 269 | 367 | 0 |
| 30 Sep 21 | 2,132 | 308 | 361 | 0 |
| 30 Jun 21 | 2,121 | 303 | 361 | 0 |
| 31 Mar 21 | 2,091 | 329 | 351 | 0 |
| 31 Dec 20 | 2,080 | 319 | 330 | 0 |
| 30 Sep 20 | 2,069 | 271 | 322 | 0 |
| 30 Jun 20 | 2,021 | 263 | 311 | 0 |
| 31 Mar 20 | 1,992 | 231 | 298 | 0 |
| 31 Dec 19 | 1,939 | 220 | 306 | 0 |
| 30 Sep 19 | 1,874 | 209 | 289 | 0 |
| 30 Jun 19 | 1,837 | 201 | 279 | 0 |
| 31 Mar 19 | 1,806 | 205 | 276 | 0 |
| 31 Dec 18 | 1,783 | 206 | 271 | 0 |
| 30 Sep 18 | 1,753 | 206 | 276 | 0 |
| 30 Jun 18 | 1,727 | 190 | 275 | 0 |
| 31 Mar 18 | 1,700 | 113 | 271 | 0 |
| 31 Dec 17 | 1,667 | 98 | 271 | 0 |
| 30 Sep 17 | 1,642 | 76 | 261 | 0 |
| 30 Jun 17 | 1,617 | 67 | 254 | 0 |
| 31 Mar 17 | 1,592 | 114 | 249 | 0 |
| 31 Dec 16 | 1,577 | 109 | 238 | 0 |
| 30 Sep 16 | 1,572 | 106 | 240 | 0 |
| 30 Jun 16 | 1,566 | 108 | 234 | 0 |
| 31 Mar 16 | 1,557 | 111 | 233 | 0 |
| 31 Dec 15 | 1,543 | 110 | 233 | 0 |
| 30 Sep 15 | 1,524 | 110 | 229 | 0 |
| 30 Jun 15 | 1,496 | 106 | 229 | 0 |
Quality Earnings: CHE has high quality earnings.
Growing Profit Margin: CHE's current net profit margins (10.2%) are lower than last year (12.4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: CHE's earnings have declined by 0.6% per year over the past 5 years.
Accelerating Growth: CHE's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: CHE had negative earnings growth (-15.9%) over the past year, making it difficult to compare to the Healthcare industry average (17%).
Return on Equity
High ROE: CHE's Return on Equity (30.6%) is considered high.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/10 19:17 |
| End of Day Share Price | 2026/06/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Chemed Corporation is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Adam Feinstein | Barclays |
| Joanna Sylvia Gajuk | BofA Global Research |
| Peter Martin | Citizens JMP Securities, LLC |