Earnings summaries and quarterly performance for Addus HomeCare.
Executive leadership at Addus HomeCare.
Dirk Allison
Detailed
Chairman and Chief Executive Officer
CEO
BB
Bradley Bickham
Detailed
Advisor to the Chief Executive Officer
BP
Brian Poff
Detailed
Executive Vice President, Chief Financial Officer, Treasurer and Secretary
CB
Cliff Blessing
Detailed
Executive Vice President, Chief Development Officer
DA
Darby Anderson
Detailed
Executive Vice President, Chief Government Relations Officer
DT
David Tucker
Detailed
Executive Vice President, Chief Strategy Officer
HD
Heather Dixon
Detailed
President and Chief Operating Officer
MW
Michael Wattenbarger
Detailed
Executive Vice President, Chief Information Officer
MR
Monica Raines
Detailed
Executive Vice President, Chief Compliance & Quality Officer
RS
Roberton Stevenson
Detailed
Executive Vice President, Chief Human Resource Officer
SG
Sean Gaffney
Detailed
Executive Vice President, Chief Legal Officer
Board of directors at Addus HomeCare.
Research analysts who have asked questions during Addus HomeCare earnings calls.
Brian Tanquilut
Jefferies
4 questions for ADUS
Also covers: ACHC, AHCO, AMED +29 more
JH
Jared Haase
William Blair & Company
4 questions for ADUS
Also covers: ALHC, DH, DOCS +9 more
JG
Joanna Gajuk
Bank of America
4 questions for ADUS
Also covers: ACHC, AGL, ALHC +21 more
MG
Matthew Gillmor
KeyCorp
4 questions for ADUS
Also covers: ACHC, ALHC, ARDT +11 more
RL
Ryan Langston
TD Cowen
4 questions for ADUS
Also covers: ACHC, AGL, ALHC +15 more
Andrew Mok
Barclays
3 questions for ADUS
Also covers: ACHC, AGL, ALHC +21 more
CD
Constantine Davides
Citizens JMP
3 questions for ADUS
Also covers: AMN, CCRN, CERT +9 more
Tao Qiu
Macquarie Group
3 questions for ADUS
Also covers: AMED, BKD, ENSG +5 more
JR
John Ransom
Raymond James
2 questions for ADUS
Also covers: ACHC, ALHC, AMED +11 more
SF
Scott Fidel
Stephens Inc.
2 questions for ADUS
Also covers: ACHC, ALHC, AMED +17 more
Benjamin Hendrix
RBC Capital Markets
1 question for ADUS
Also covers: ACHC, AHCO, AMED +25 more
MM
Michael Murray
RBC Capital Markets
1 question for ADUS
Also covers: AHCO, AMED, AVAH +7 more
MM
Mike Murray
RBC Capital Markets
1 question for ADUS
Also covers: THC
Raj Kumar
Stephens
1 question for ADUS
Also covers: ACHC, ARDT, AVAH +7 more
Recent press releases and 8-K filings for ADUS.
Addus HomeCare discusses 2026 operational priorities, growth drivers, and M&A strategy
ADUS
Guidance Update
New Projects/Investments
M&A
- Addus HomeCare's new President and COO, Heather Dixon, outlined 2026 operational priorities focused on driving census, increasing hours utilization, and community-based initiatives, with the caregiver app rollout in Illinois showing high utilization and planned expansion to New Mexico and Texas.
- The company anticipates 2%-2.5% volume growth in personal care hours, with Illinois Medicaid redeterminations leading to admissions outpacing discharges, setting up for 2026 census growth. Key rate increases include almost 10% in Texas (effective September 1, 2025) and just under 4% in Illinois (effective January 1, 2026), with optimism for New Mexico in spring 2026.
- The hospice segment achieved low teens organic revenue growth year-to-date, exceeding the 5%-7% target, driven by leadership changes, business development, and the Bridge program. Addus maintains an annual M&A target of $100 million+ in annualized revenue and is optimistic about increased opportunities in 2026 due to potential rate decreases.
Nov 18, 2025, 3:00 PM
Addus HomeCare Discusses Operational Priorities, Growth Drivers, and M&A Strategy at Stephens 2025 Conference
ADUS
Revenue Acceleration/Inflection
M&A
New Projects/Investments
- Addus HomeCare is focused on driving census growth and increasing service utilization in personal care through initiatives like a caregiver app being rolled out in key states. The company targets 2%-2.5% volume growth in hours for personal care.
- Recent reimbursement updates include a nearly 10% increase in Texas (effective September 1, 2025) and just under 4% in Illinois (effective January 1, 2026), with optimism for a potential rate increase in New Mexico in spring 2026.
- The hospice segment has shown strong performance with year-to-date organic revenue growth in the low teens, exceeding the targeted 5-7%, driven by strategic investments in leadership and business development.
- Despite high valuations in hospice M&A, Addus maintains an annual target of $100 million in acquired revenue and is well-capitalized to pursue opportunities, especially if market conditions improve in 2026.
- The company's caregiver base includes 35%-40% family caregivers in states like Illinois and Texas, and it aims to improve its current 83%-83.5% fill rate for authorized hours into the mid-80s.
Nov 18, 2025, 3:00 PM
Addus HomeCare Discusses 2026 Operational Priorities and M&A Strategy
ADUS
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Addus HomeCare (ADUS) is focused on driving census growth and hours utilization in 2026, supported by a caregiver app showing high utilization in Illinois and planned expansion to New Mexico and Texas.
- The company anticipates census growth in 2026 in Illinois as Medicaid redeterminations conclude, with admissions now exceeding discharges. New Mexico has already experienced over 3% growth in recent quarters post-redetermination.
- Addus targets $100 million in annualized acquired revenue annually, despite high hospice valuations, by focusing on mixed assets. The company is well-capitalized and expects more M&A opportunities in 2026 if interest rates decrease.
- With current EBITDA margins around 12%, Addus expects top-line growth to enhance G&A leverage, contributing to further EBITDA percentage growth. Technology investments, including the integration of Gentiva onto a single EMR system by late 2026, are key to efficiency.
- The personal care fill rate is approximately 83%-83.5%, with a goal to reach the mid-80s, highlighting the ongoing focus on caregiver supply and securing state rate increases to support wages.
Nov 18, 2025, 3:00 PM
Addus HomeCare Discusses Growth Strategy and 2026 Outlook
ADUS
M&A
Guidance Update
Hiring
- Addus HomeCare targets 10% annual revenue growth, with approximately half from organic growth (3-5%) and half from M&A. The company anticipates Personal Care organic growth at the high end or above the 3-5% range through mid-2026, driven by rate increases in Texas and Illinois, and strong hiring trends with 113 hires per business day in Q3 2024.
- Hospice organic revenue growth is projected at mid to upper single digits longer term, with current strong discharge growth (19% in Q3 2024) expected to moderate by mid-2026.
- The company prioritizes M&A, aiming for $100 million+ in acquired revenue annually, supported by a strong balance sheet with leverage just under one time. Personal Care acquisitions typically range from 4-8x EBITDA, while hospice deals are more expensive at mid to upper teens EBITDA multiples.
- The Home Health segment, which is less than 10% of the business, is primarily complementary, and a worst-case 6.4% rate cut could result in an approximate $3 million impact.
- Addus expects operating income to grow faster than revenue, aiming for G&A as a percentage of revenue to be below 20%, with $1 million in annual savings from Geneva EMR integration in 2026.
Nov 12, 2025, 3:15 PM
Equasens announces Q3 2025 revenue
ADUS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Equasens Group reported total revenue of €172.2m for the nine months ended September 30, 2025, representing an 8.9% increase on a reported basis and 7.3% like-for-like growth compared to the same period in 2024.
- For Q3 2025, revenue reached €56.2m, showing a 12.1% increase on a reported basis and a strong 9.4% like-for-like growth.
- Systems and equipment sales were a significant growth driver, contributing €8.0m (+13.1%) to the nine-month revenue and €3.8m (+20.7%) in Q3.
- The PHARMAGEST Division maintained strong momentum, with revenue of €126.6m at 30 September 2025 (+5.4%) and €40.7m in Q3 (+7.1%).
- The Group maintains its guidance for revenue growth of nearly 10% on a reported basis in the second half of 2025.
Nov 5, 2025, 5:00 PM
IFF Reports Third Quarter 2025 Results and Reaffirms Full Year Guidance
ADUS
Earnings
Guidance Update
Financial Restatement
- IFF reported Third Quarter 2025 consolidated sales of $2.7 billion and Adjusted EPS excluding amortization of $1.05.
- For the first nine months of 2025, consolidated sales were $8.3 billion, with a net loss attributable to IFF shareholders of $(392) million.
- The company reaffirmed its full year 2025 financial guidance, expecting sales in the range of $10.6 billion to $10.9 billion and adjusted operating EBITDA between $2 billion and $2.15 billion.
- Management identified income tax-related adjustments and will revise previously issued consolidated financial statements for the three and nine months ended September 30, 2024, to correct for these errors.
Nov 4, 2025, 9:15 PM
ADUS Reports Strong Q3 2025 Financial and Operational Growth
ADUS
Earnings
Revenue Acceleration/Inflection
M&A
- ADUS reported robust financial performance for Q3 2025, with total revenue increasing 25% to $362.3 million compared to Q3 2024, and adjusted earnings per share rising 20% to $1.56. Adjusted EBITDA grew 31.6% to $45.1 million.
- The company demonstrated strong organic growth, with Personal Care same store revenue increasing 6.6% and Hospice same store revenue growing 19% year-over-year. Hiring performance was also strong, with 113 hires per business day in Q3 2025.
- ADUS continued its acquisition strategy, closing the acquisition of Del Cielo Home Care Services' personal care operations on October 1, 2025, which is expected to add approximately $12.7 million in annualized revenue. This follows the Gentiva acquisition in December 2024 and Helping Hands in August 2025.
- The company benefited from significant rate increases, including a 9.9% personal care rate increase in Texas effective September 1, 2025, and an additional 3.9% increase in Illinois effective January 1, 2026. Hospice rates are also expected to increase by 3.1% effective October 1, 2025.
Nov 4, 2025, 2:00 PM
Addus Reports Strong Q3 2025 Financial Performance and Strategic Acquisitions
ADUS
Earnings
M&A
Revenue Acceleration/Inflection
- ADUS reported Q3 2025 total revenue of $362.3 million, a 25% increase from Q3 2024, with adjusted earnings per share of $1.56, up 20%.
- Adjusted EBITDA for Q3 2025 increased 31.6% to $45.1 million, achieving an adjusted EBITDA margin of 12.5%.
- The company strengthened its market presence through acquisitions, including the personal care operations of Del Cielo HomeCare Services (closed October 1, 2025, adding $12.7 million annualized revenue) and Helping Hands HomeCare Services (acquired August 1, 2025, adding $16.7 million annualized revenue).
- ADUS anticipates positive impacts from rate increases, such as a 9.9% increase in Texas (effective September 1, 2025, adding $17.7 million annualized revenue) and an additional 3.9% increase in Illinois (effective January 1, 2026, adding $17.5 million annualized revenue).
- Personal care same-store revenue grew 6.6% and hospice same-store revenue increased 19% in Q3 2025, while home health same-store revenue decreased 2.8%.
Nov 4, 2025, 2:00 PM
Addus HomeCare Announces Third Quarter 2025 Financial Results
ADUS
Earnings
M&A
Revenue Acceleration/Inflection
- Addus HomeCare Corporation reported net service revenues of $362.3 million for the third quarter of 2025, representing a 25.0% increase compared to the same period in 2024.
- Net income for Q3 2025 was $22.8 million, or $1.24 per diluted share, while adjusted net income per diluted share increased 20.0% year-over-year to $1.56.
- Adjusted EBITDA for the third quarter of 2025 increased 31.6% year-over-year to $45.1 million.
- The company completed the acquisition of Del Cielo Home Care Services' personal care operations on October 1, 2025, for $7.4 million, which is expected to contribute approximately $12.5 million in annualized revenues.
- The personal care business segment accounted for 76.1% of revenues in Q3 2025 and achieved 6.6% organic revenue growth.
Nov 3, 2025, 9:36 PM
Addus HomeCare Announces Third Quarter 2025 Financial Results
ADUS
Earnings
M&A
Revenue Acceleration/Inflection
- Addus HomeCare reported net service revenues of $362.3 million for the third quarter of 2025, marking a 25.0% increase compared to the prior year. Adjusted net income per diluted share increased 20.0% to $1.56, and Adjusted EBITDA grew 31.6% to $45.1 million year-over-year.
- The company completed the acquisition of the personal care operations of Del Cielo Home Care Services on October 1, 2025, for $7.4 million, which is expected to expand its personal care coverage in Texas.
- Cash flow from operations was $51.3 million for the third quarter of 2025, contributing to debt reduction and capital allocation flexibility.
- The personal care business was the primary driver of growth, accounting for 76.1% of revenues and achieving 6.6% organic revenue growth in Q3 2025.
Nov 3, 2025, 9:05 PM
Quarterly earnings call transcripts for Addus HomeCare.
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