Chemed 3Q 2026: Revenue $690.9M, EPS $5.45— 10-Q Summary
Chemed reported Q3 2026 revenue of $690.9M, up 10.6% YoY, with net income rising 11.5% to $71.6M and EPS increasing 22.2% to $5.45. Growth in VITAS and Roto-Rooter segments drove results, while higher fuel costs pressured margins. The company acquired RotoCo and other franchises, expanding its territories.
How this was made
The 30-second read
Why it matters
Investors can update near-term expectations based on the reported revenue, net income, and EPS, while monitoring management’s note that higher fuel costs pressured margins even as it expects no material impact on 2026 sales or profitability.
Market read
This is a direct earnings print from the company’s 10-Q, giving traders concrete quarterly datapoints and segment commentary that can move estimates.
What to watch
The summary highlights reimbursement and Medicare cap impacts but does not quantify sustainability or any sensitivity to future reimbursement changes, which could matter for forward estimates.
Background
The piece is a brief summary of Chemed’s 3Q 2026 10-Q, covering consolidated results and segment drivers for VITAS and Roto-Rooter.
Ticker impact
Chemed reported 3Q 2026 revenue of $690.9M and diluted EPS of $5.45, with VITAS and Roto-Rooter growth cited as drivers.
Likely upward bias as investors focus on EPS growth and segment momentum, partially offset by concerns about fuel-cost margin pressure.
The article provides the company’s own quarterly revenue, net income, and EPS figures plus segment growth details and a specific margin headwind (fuel costs).
Market effects
Reinforces demand and reimbursement tailwinds in healthcare services (VITAS) and pricing/mix resilience in home services (Roto-Rooter), with cost inflation as a common risk.
No specific regional transmission beyond US healthcare and home services demand.
Limited global spillover; primarily US-focused operating businesses.
Counterpoint
Fuel-cost pressure could worsen faster than management expects, making the margin outlook less benign than the sales and EPS growth headline implies.
Key entities
- companyChemed Corp
Reported 3Q 2026 revenue $690.9M and diluted EPS $5.45, with growth drivers in VITAS and Roto-Rooter and a fuel-cost margin headwind.
- business_segmentVITAS
Hospice segment where revenue grew 12.2%, with management citing reimbursement gains and improved Medicare cap impacts.
- business_segmentRoto-Rooter
Plumbing and drain-cleaning segment where revenue rose 7.5%, supported by pricing and service mix, plus franchise acquisitions.
