Chemed Corporation (CHE) Presents at Oppenheimer 36th Annual Healthcare MedTech & Services Conference Transcript
ChemedChemed(US:CHE) Seeking Alpha·2026-03-19 18:02

Guidance and Comfort Level - The company expresses comfort with the VITAS guidance, indicating potential conservatism in the estimates and a focus on balancing the patient mix towards a more even distribution of short- and long-stay patients, which could lead to upward potential through 2026 [2] - Confidence is also noted in the Roto-Rooter guidance, despite challenges faced in the previous years and significant misses in early year guidance [3]