CHE · 10-Q · 2026Q1 · Full report

VITAS continuous care decline

CHEMED CORP · 2026-04-28 · Importance 61 · Surprise 66

VITAS continuous care net revenue declined 26.4% in Q1 2026 to $18.1 million from $24.6 million in Q1 2025. Continuous care days fell 23.6% year-over-year to 17,288 days in Q1 2026, reducing continuous-care contribution to total days and revenue mix. Continuous care represented 4.2% of VITAS net revenue in Q1 2026 versus 5.9% in Q1 2025, lowering average revenue per day mix and partially offsetting routine homecare gains. These declines occurred while total VITAS days-of-care increased 2.2% year-over-year, underscoring a significant service-level mix shift in the quarter.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativerealized-1.0%VITAS continuous care revenue for the three months ended March 31, 2026: $18,133 thousand, down 26.4% versus $24,637 thousand in prior year