CHEMED CORP(CHE)— Stock Profile, AI Score & Financials
Healthcare · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
CHEMED CORP (CHE) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores CHE at 62.9/100 on a 32-signal composite quality model, placing it at rank #674 of 2,962 stocks — the top 25% of the AI-ranked universe. CHE scores in the top quartile across balance sheet strength (94.3), institutional flow (76.3). Shareholder dilution risk is elevated at 45.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CHEMED CORP reports quarterly revenue of $673.3M, net income of $67.7M, an operating margin of 13.3%. Top institutional holders of CHE by reported 13-F value include BlackRock, AQR CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. CHE trades on the NYSE exchange and files with the SEC under CIK 19584. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CHE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CHEMED CORP directly from SEC EDGAR.
AI Quality Score
62.9/100
AI Rank
#674
Revenue
$673.3M
Net Income
$67.7M
Free Cash Flow
$69.3M
Operating Margin
13.3%
CHE key financials by period
CHEMED CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$2.5B
$265.2M
13.4%
FY 2024
10-K
$2.4B
$302.0M
15.1%
FY 2023
10-K
$2.3B
$272.5M
15.0%
FY 2022
10-K
$2.1B
$249.6M
16.1%
FY 2021
10-K
$2.1B
$268.6M
16.0%
FY 2020
10-K
$2.1B
$319.5M
18.7%
Institutions holding CHE
Institutional investors reporting a position in CHEMED CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Chemed's Q2 FY2026 revenue rose 8.8% to $673.3M, led by VITAS's 11.9% growth (6.1% more days-of-care, smaller Medicare Cap drag), while Roto-Rooter grew a slower 3.3% as water restoration fell 6.0%.
Biggest Revenue Drivers
VITAS$443.3M+11.9% YoY
6.1% increase in days-of-care, ~2.4% higher Medicare reimbursement rate, and a $15.9M smaller Medicare Cap billing limitation than the prior-year quarter
Roto-Rooter$229.9M+3.3% YoY
Increase in plumbing, drain cleaning and excavation offset by a decrease in water restoration
Biggest Revenue Drivers
Total revenue: $673.3M+8.8% YoY
VITAS$443.3M+11.9% YoY
6.1% increase in days-of-care, ~2.4% higher Medicare reimbursement rate, and a $15.9M smaller Medicare Cap billing limitation than the prior-year quarter
Within VITAS
Routine home care$391.3M+9.3% YoY
Continuous care$19.4M-18.0% YoY
Acuity mix shift negatively impacted revenue growth by 115 basis points in the quarter
Roto-Rooter$229.9M+3.3% YoY
Increase in plumbing, drain cleaning and excavation offset by a decrease in water restoration
Within Roto-Rooter
Water restoration$46.9M-6.0% YoY
Largest Expense Items
Cost of services provided and goods sold (excl. depreciation)$451.8M
SG&A before long-term incentive compensation and deferred comp market value adjustments$109.3M+10.9% YoY
$2.9M from increased Roto-Rooter advertising and $1.3M from increased legal expenses mainly at VITAS
Interest expense$1.8M
Increase related to higher long-term debt from stock repurchases and Roto-Rooter acquisitions
Margins: Consolidated gross margin rose to 32.9% in Q2 2026 from 29.8% in Q2 2025; VITAS margin improved to 23.8% from 19.1%, aided by a $15.9M smaller Medicare Cap billing limitation, while Roto-Rooter margin rose to 50.4% from 49.0%.
Watch Items from the Filing
Combined Medicare, Medicaid, and managed Medicaid receivables represent approximately 76% of consolidated net accounts receivable as of June 30, 2026.
Company added $140.0 million in long-term debt for the first time under a new credit facility, primarily funding $89.8 million of Q2 share repurchases and four Roto-Rooter franchise acquisitions.
VITAS continuous care revenue fell 18.0% YoY to $19.4 million amid a negative acuity mix shift.
Roto-Rooter water restoration revenue declined 6.0% YoY to $46.9 million.
VITAS reached a settlement, fully covered by cybersecurity insurance, for consolidated class actions from the October 24, 2025 data breach, for a non-material amount.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
