Addus HomeCare (ADUS) Earnings Date & Reports

Key Takeaways

• Addus HomeCare Corporation (Nasdaq: ADUS) is scheduled to report its third-quarter 2026 results for the period ended September 30, 2026, after the market close on November 2, 2026, followed by a conference call the next morning.
• Analysts expect adjusted earnings per share (EPS, or profit per share) of about $1.79, up from $1.56 in the same quarter a year ago, on roughly $388.7 million in revenue.
• The company has a consistent track record of beating consensus EPS estimates, most recently reporting adjusted EPS of $1.73 in Q2 2026 against a $1.70 estimate.
• Investors will focus on same-store growth in the Personal Care and Hospice segments, margin trends, and any commentary on the pending $275 million acquisition of AccentCare's personal care division.

Earnings Context and Why It Matters

Addus HomeCare is one of the largest U.S. providers of home-based personal care, hospice, and home health services, a market benefiting from an aging population and a shift toward lower-cost care settings. Its third-quarter report is closely watched because it offers a read on demand across all three segments and on the company's ability to sustain high-single-digit revenue growth. The results also arrive amid notable corporate activity, including a planned acquisition and a leadership change in the chief operating officer role. For investors, this report will help clarify whether organic momentum remains intact after several quarters of solid top-line gains and whether full-year margin targets are still on track.

Earnings Expectations

Wall Street's consensus calls for adjusted (non-GAAP, meaning results excluding certain one-time items) EPS of approximately $1.79 for the third quarter, according to data compiled from MarketWatch and Finviz. That compares with adjusted EPS of $1.56 reported in the year-ago quarter, implying growth of roughly 15%. The analyst range for the quarter spans $1.75 to $1.86. On the top line, the consensus revenue estimate is around $388.7 million, up about 7% from $362.3 million a year earlier.

For context, Addus reported adjusted EPS of $1.73 in the second quarter of 2026, exceeding the $1.70 consensus, while revenue of $377.4 million also came in slightly above the $376.2 million estimate. Management has reiterated a full-year 2026 target for adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization, a measure of core operating profitability) margin above 12%. Investors will also watch segment-level same-store growth, hospice average daily census, and any update on caregiver hiring and retention costs.

AI Screener

Tickeron's AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener is designed to surface trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. For investors following earnings-driven moves in names like ADUS, it offers a structured way to compare peers and spot potential setups ahead of key announcements.

Market Reaction and Investor Sentiment

Sentiment heading into the third-quarter print is generally constructive but tempered by a few caution flags. Shares carry a consensus "Buy" rating with an average 12-month price target around $134, according to recent analyst data. However, BofA downgraded the stock to Neutral in September, citing slowing organic growth, while other firms including Stephens and RBC Capital raised their targets following the second-quarter report. Historically, the stock has not always rallied sharply on beats; after the August earnings release, shares traded slightly lower in the following weeks. Key risks include any deceleration in same-store hours, hospice revenue-per-day pressure, and integration costs tied to recent and pending acquisitions.

Forward Outlook and Key Factors to Monitor

Beyond the headline numbers, investors will be listening for three main themes. First is organic demand across Personal Care, which represents the bulk of revenue. Same-store hours growth is a leading indicator of underlying volume, and management has previously targeted a 2.0% to 2.5% annual hours growth range.

Second is the acquisition landscape. Addus agreed in September 2026 to acquire the personal care division of AccentCare for roughly $275 million, with closing expected in early 2027. Commentary on the timing, financing, and expected contribution of that deal will matter for the 2027 outlook, particularly given the company's reduced debt load and available revolver capacity.

Third is margin execution. With a full-year adjusted EBITDA margin target above 12% and a mid-20% range for the effective tax rate, investors will look for confirmation that cost discipline and productivity investments are offsetting wage and hiring pressures. A leadership transition, with Brad Bickham returning as interim chief operating officer, adds a modest layer of operational uncertainty to monitor in the quarters ahead.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations