Addus HomeCare

Addus HomeCare said the federal moratorium on certain home health licenses does not apply to personal care services (PCS), which have driven its recent acquisitions, and therefore should not slow revenue growth. Management reported improving PCS census trends and higher caregiver fill rates after deploying a caregiver app in key states like Illinois and Texas. The company highlighted acquisition opportunities—including expansion in Indiana—saying deal valuations have declined and its balance sheet and credit line allow rapid execution. Addus also continues clinical and hospice integrations while converting PCS to a unified EMR to better identify referrals and care transitions. » Plus sur finance.yahoo.com

Shares of Addus HomeCare hit a 52-week low of $90.80 and have fallen about 16% over the past year. Key metrics: P/E 17, PEG 0.78 and a market capitalization of roughly $1.68 billion, suggesting potential undervaluation. The company reported Q1 2026 EPS of $1.62 (expected $1.55) on revenue of $363.6 million, which missed the consensus but rose 7.7% year over year. In response to the revenue miss, a financial services firm cut its price target from $150 to $142 and kept its rating at "Market Outperform." » Plus sur de.investing.com

Addus delivered Q1 2026 revenue of $363.6 million, a 7.7% increase year-over-year, with adjusted EPS of $1.62 and adjusted EBITDA of $44.5 million. Operating cash flow rose to $52.4 million, cash on hand was about $103 million and bank debt fell to $94.3 million, giving the company capacity for M&A. The firm closed the HomeCourt Home Care personal care acquisition in Indiana and signed a second Indiana deal pending approvals, continuing a strategy to add scale and geographic density. Personal care same-store revenue rose 6.5% and hospice same-store revenue rose 7.7%, while Addus emphasized caregiver-app rollouts to boost hours served and operational efficiency. » Plus sur finance.yahoo.com