CHE Issues 8-K: Full-Year 2025 Outlook Trimmed, Q2 to Miss

Rhea-AI Filing Summary

Chemed Corporation (NYSE: CHE) filed a Form 8-K on June 27, 2025 to furnish a Regulation FD disclosure.

• Material event: The Company issued a press release (Exhibit 99) stating it now expects second-quarter 2025 earnings to be lower than previously anticipated and is reducing its full-year 2025 earnings guidance.
• The filing does not include specific dollar amounts, revised EPS figures or updated revenue ranges; only the direction of the change is disclosed.
• No other operational changes, financings, or acquisitions were reported in the filing.
• The press release itself is furnished, not filed, preserving safe-harbor protections for forward-looking statements.

Because the Company is signalling weaker performance and a downward revision to outlook, the disclosure is materially negative for investors, implying potential pressure on near-term financial results and valuation multiples. Investors will need to review the full press release and forthcoming Q2 results to quantify the impact.

Positive

• None.

Negative

• Lower Q2 earnings anticipated versus prior expectations, indicating operational under-performance.
• Full-year 2025 guidance reduced, likely pressuring consensus estimates and investor sentiment.

Insights

Equity Research Analyst

TL;DR: Guidance cut signals earnings headwind; negative for valuation.

The sole purpose of this 8-K is to alert the market that Chemed’s Q2 earnings will miss prior expectations and full-year guidance is being trimmed. No magnitude was provided, but any downward revision typically depresses consensus estimates, lowers DCF assumptions and could compress the P/E multiple. The absence of mitigating positives—such as cost offsets, one-time charges or strategic initiatives—means investors should brace for reduced EPS forecasts when the detailed release arrives. Monitor management commentary for drivers (hospice mix, plumbing demand, cost inflation) and whether the cut is limited to Q2 or extends into 2H25.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported):

June 27, 2025

CHEMED CORPORATION

(Exact name of registrant as specified in its charter)

Delaware	1-8351	31-0791746
(State or other ‎jurisdiction of ‎incorporation)	(Commission File Number)	(I.R.S. Employer ‎Identification ‎Number)

2600 First Financial Center, 255 East 5th Street, Cincinnati, OH 45202

(Address of principal executive offices)             (Zip Code)

Registrant's telephone number, including area code:

(513) 762-6690

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2 below):

[_]      Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

[_]      Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240-14a-12)

[_]      Pre-commencement communications pursuant to Rule 14d-2(b) under Exchange Act (17 CFR 240-14d-2(b))

[_]      Pre-commencement communications pursuant to Rule 13e-4 (c) under Exchange Act (17 CFR 240-13e-4(c))

Securities registered pursuant to 12(b) of the Act:

Title of each class	Trading symbol	Name of each exchange on which registered
Capital stock $1 par value	CHE	NYSE

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.  [_]

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  [_]

Page 1 of 3

Item 7.01 Regulation FD Disclosures

On June 27, 2025, Chemed Corporation (the “Company”) issued a press release announcing that it anticipates lower second quarter earnings and reducing its full year guidance for 2025. A copy of the release is furnished herewith as Exhibit 99.

Item 9.01 Financial Statements and Exhibits

d)	Exhibit
	(99) Registrant’s press release dated June 27, 2025
	104 The cover page from this Current Report on Form 8-K formatted in Inline XBRL

Page 2 of 3

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

		CHEMED CORPORATION
Dated:   June 27, 2025		By:	/s/ Michael D. Witzeman
			Michael D. Witzeman
			Executive Vice President and Chief Financial Officer

Page 3 of 3

FAQ

Why did Chemed (CHE) file an 8-K on June 27 2025?

To disclose that it expects lower Q2 earnings and is reducing full-year 2025 guidance via a Regulation FD press release.

Does the 8-K provide specific financial numbers for the guidance cut?

No. The filing states the outlook is lower but does not include exact EPS or revenue figures.

Is the press release part of the filing?

Yes. It is attached as Exhibit 99 and furnished under Item 7.01 Regulation FD.

What is the likely market impact of Chemed’s guidance reduction?

A guidance cut is generally negative for share price as analysts lower forecasts and valuation multiples may compress.

Were any other material events disclosed in this 8-K?

No additional events such as acquisitions, financings, or leadership changes were reported.