CHE · 10-Q · 2026Q1 · Full report

Supply Chain Tariff Impact

CHEMED CORP · 2026-04-28 · Importance 10 · Surprise 6

Management is monitoring macroeconomic drivers including inflation, recently implemented tariffs, potential additional tariffs, and the impact of the war with Iran on fuel prices, which could adversely affect net sales and profitability. Based on preliminary analysis, the company does not expect a material negative effect on net sales or profitability for the remainder of fiscal year 2026, but continues to evaluate potential cost increases and offsets via pricing actions and cost savings for FY2027 planning. The company signals limited international exposure and notes most operations are U.S.-based, reducing direct supply-chain geographic risk. Management cautions that economic pressures could negatively affect net sales and profitability in the future.