Chemtrade Logistics Income Fund Reports All-Time High Quarterly Adjusted EBITDA for Q3 2025; Raises Full-Year 2025 Guidance to Over $503 Million in Adjusted EBITDA
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
0mins
Should l Buy CHE?
Source: Newsfilter
Financial Performance: Chemtrade Logistics reported a revenue of $532.8 million for Q3 2025, marking a 12.4% increase year-over-year, with Adjusted EBITDA reaching a record $151.2 million, up 10.2% from the previous year.
Net Earnings and Cash Flow: Despite a decrease in net earnings to $42.4 million (down 29.5% year-over-year), cash flows from operating activities increased by 8.5% to $155.5 million, contributing to a rise in distributable cash after maintenance capital expenditures to $77.8 million.
Acquisition and Growth Initiatives: Chemtrade is progressing with its acquisition of Polytec, a water treatment solutions provider, while also focusing on organic growth projects, including expansions in water treatment chemicals and ultrapure acid production.
Future Outlook: The company anticipates a record Adjusted EBITDA for 2025, exceeding $502.6 million, driven by favorable market conditions and operational excellence, despite ongoing global trade tensions.
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Analyst Views on CHE
Wall Street analysts forecast CHE stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 463.950
Low
475.00
Averages
547.33
High
595.00
Current: 463.950
Low
475.00
Averages
547.33
High
595.00
About CHE
Chemed Corporation is engaged in purchasing, operating, and divesting subsidiaries in diverse business activities. The Company's segment includes VITAS and the Roto-Rooter. The VITAS segment provides hospice and palliative care services to its patients through a network of physicians, registered nurses, home health aides, social workers, clergy and volunteers. It provides direct medical services to patients, as well as spiritual and emotional counseling to both patients and their families. The Roto-Rooter segment provides plumbing, drain cleaning, excavation, water restoration and other related services to residential and commercial customers. The Roto-Rooter services are provided through a network of Company-owned branches, independent contractors and franchisees. The Company's water restoration services involve the remediation of water and humidity after a flood and are provided to both commercial and residential customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Chemed Declares $0.60 Quarterly Dividend
- Dividend Declaration: Chemed has declared a quarterly dividend of $0.60 per share, consistent with previous payouts, indicating the company's stable cash flow and profitability, which boosts investor confidence.
- Dividend Yield: The forward yield stands at 0.51%, showcasing the company's competitiveness among mid-cap stocks and attracting income-seeking investors.
- Payment Schedule: The dividend will be payable on March 13, with a record date of February 23 and an ex-dividend date also on February 23, ensuring shareholders receive their returns promptly, enhancing shareholder satisfaction.
- Historical Performance Support: Chemed has a strong track record of dividend growth, supported by Seeking Alpha's Quant Rating, indicating the company's reliability in dividend payments, further solidifying its reputation among investors.
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Chemed Corporation Authorizes Additional $300 Million Stock Buyback
- Stock Buyback Authorization: Chemed Corporation's Board of Directors has authorized an additional $300 million for stock repurchase, which will be funded through operational cash flow and its revolving credit facility, thereby enhancing shareholder value and boosting market confidence.
- Quarterly Cash Dividend: The company has declared a cash dividend of 60 cents per share, payable on March 13, 2026, to shareholders of record as of February 23, 2026, maintaining the same dividend as in December 2025, reflecting the company's ongoing profitability and stable cash flow.
- Consecutive Dividend Record: This dividend marks the 219th consecutive quarterly dividend paid by Chemed since going public 54 years ago, demonstrating the company's commitment to shareholders and financial stability, which further solidifies its reputation among investors.
- Business Overview: Chemed Corporation is listed on the New York Stock Exchange and operates two wholly owned subsidiaries, VITAS Healthcare, the largest provider of end-of-life hospice care in the U.S., and Roto-Rooter, the leading provider of plumbing and drain cleaning services, showcasing the company's diversified presence in healthcare and home services.
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Bullish Thesis on Chemed Corporation Highlights Investment Potential
- Company Overview: Chemed Corporation consists of two unrelated businesses, VITAS and Roto-Rooter, generating approximately $2.4 billion in revenue and $370 million in operating income, showcasing strong free cash flow and over 20% return on invested capital, despite a recent one-third drop in stock price.
- Market Challenges: VITAS has faced earnings guidance cuts due to Medicare cap adjustments and weaker patient admissions, yet the underlying hospice market remains attractive, supported by favorable demographics and Medicare incentives, positioning VITAS for a return to mid- to high-single-digit revenue growth.
- Competitive Landscape: Roto-Rooter encounters persistent headwinds from post-COVID normalization and rising digital marketing costs, which may limit profitability going forward, although it continues to be a significant cash generator.
- Investment Opportunity: Current valuation levels suggest the market is overly pessimistic about VITAS's future growth; however, the author believes Chemed offers a reasonable risk/reward profile driven by recovering hospice fundamentals and strong free cash flow per share.
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Chemtrade Logistics Declares $0.06 Cash Distribution for January 2026
- Cash Distribution Announcement: Chemtrade Logistics has declared a cash distribution of $0.06 per unit for January 2026, payable on February 27, 2026, indicating the company's ongoing ability to return value to shareholders and boosting investor confidence.
- Record Date Set: The record date for this distribution is January 30, 2026, ensuring that all investors holding units on this date will receive the distribution, reflecting the company's commitment to shareholder rights.
- Tax Requirements Explained: Non-resident unit holders will be required to pay all applicable withholding taxes, indicating the company's compliance with international investor regulations while also reminding investors to consider tax implications.
- Investor Relations Contact: Vice President Endri Leno has provided contact information for investor relations, demonstrating Chemtrade's commitment to transparent communication and aiming to enhance engagement and trust with investors.
See More
Chemtrade Logistics (CHE.UN) to Release 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Chemtrade Logistics Income Fund will release its financial results for the year ended December 31, 2025, on February 25, 2026, after market close, providing insights into the company's annual performance.
- Conference Call Details: A conference call will be held on February 26, 2026, at 10:00 a.m. to review the financial results, offering investors a detailed understanding of performance changes.
- Webcast Availability: The conference call will be webcast live, allowing global investors to participate in real-time and access the latest information, thereby enhancing transparency.
- Market Reaction Expectations: The earnings release and conference call may influence investor expectations regarding Chemtrade's future performance, potentially impacting its stock price.
See More
Chemed to Release Q4 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Chemed Corporation will announce its financial results for the fourth quarter ended December 31, 2025, on February 25, 2026, after the NYSE close, highlighting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on February 26, 2026, at 10 a.m. ET to discuss quarterly results and business updates, aiming to bolster investor confidence in the company's future performance.
- Investor Participation Options: Participants can access the live webcast of the conference call through the investor relations section of Chemed's website, demonstrating Chemed's focus on accessibility and investor engagement.
- Replay Availability: A taped replay of the conference call will be available approximately two hours after its conclusion, ensuring that investors who cannot attend live can still access critical information, reflecting the company's ongoing commitment to investor service.
See More
Chemed Declares $0.60 Quarterly Dividend
- Dividend Declaration: Chemed has declared a quarterly dividend of $0.60 per share, consistent with previous payouts, indicating the company's stable cash flow and profitability, which boosts investor confidence.
- Dividend Yield: The forward yield stands at 0.51%, showcasing the company's competitiveness among mid-cap stocks and attracting income-seeking investors.
- Payment Schedule: The dividend will be payable on March 13, with a record date of February 23 and an ex-dividend date also on February 23, ensuring shareholders receive their returns promptly, enhancing shareholder satisfaction.
- Historical Performance Support: Chemed has a strong track record of dividend growth, supported by Seeking Alpha's Quant Rating, indicating the company's reliability in dividend payments, further solidifying its reputation among investors.
See More
Chemed Corporation Authorizes Additional $300 Million Stock Buyback
- Stock Buyback Authorization: Chemed Corporation's Board of Directors has authorized an additional $300 million for stock repurchase, which will be funded through operational cash flow and its revolving credit facility, thereby enhancing shareholder value and boosting market confidence.
- Quarterly Cash Dividend: The company has declared a cash dividend of 60 cents per share, payable on March 13, 2026, to shareholders of record as of February 23, 2026, maintaining the same dividend as in December 2025, reflecting the company's ongoing profitability and stable cash flow.
- Consecutive Dividend Record: This dividend marks the 219th consecutive quarterly dividend paid by Chemed since going public 54 years ago, demonstrating the company's commitment to shareholders and financial stability, which further solidifies its reputation among investors.
- Business Overview: Chemed Corporation is listed on the New York Stock Exchange and operates two wholly owned subsidiaries, VITAS Healthcare, the largest provider of end-of-life hospice care in the U.S., and Roto-Rooter, the leading provider of plumbing and drain cleaning services, showcasing the company's diversified presence in healthcare and home services.
See More
Bullish Thesis on Chemed Corporation Highlights Investment Potential
- Company Overview: Chemed Corporation consists of two unrelated businesses, VITAS and Roto-Rooter, generating approximately $2.4 billion in revenue and $370 million in operating income, showcasing strong free cash flow and over 20% return on invested capital, despite a recent one-third drop in stock price.
- Market Challenges: VITAS has faced earnings guidance cuts due to Medicare cap adjustments and weaker patient admissions, yet the underlying hospice market remains attractive, supported by favorable demographics and Medicare incentives, positioning VITAS for a return to mid- to high-single-digit revenue growth.
- Competitive Landscape: Roto-Rooter encounters persistent headwinds from post-COVID normalization and rising digital marketing costs, which may limit profitability going forward, although it continues to be a significant cash generator.
- Investment Opportunity: Current valuation levels suggest the market is overly pessimistic about VITAS's future growth; however, the author believes Chemed offers a reasonable risk/reward profile driven by recovering hospice fundamentals and strong free cash flow per share.
See More
Chemtrade Logistics Declares $0.06 Cash Distribution for January 2026
- Cash Distribution Announcement: Chemtrade Logistics has declared a cash distribution of $0.06 per unit for January 2026, payable on February 27, 2026, indicating the company's ongoing ability to return value to shareholders and boosting investor confidence.
- Record Date Set: The record date for this distribution is January 30, 2026, ensuring that all investors holding units on this date will receive the distribution, reflecting the company's commitment to shareholder rights.
- Tax Requirements Explained: Non-resident unit holders will be required to pay all applicable withholding taxes, indicating the company's compliance with international investor regulations while also reminding investors to consider tax implications.
- Investor Relations Contact: Vice President Endri Leno has provided contact information for investor relations, demonstrating Chemtrade's commitment to transparent communication and aiming to enhance engagement and trust with investors.
See More
Chemtrade Logistics (CHE.UN) to Release 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Chemtrade Logistics Income Fund will release its financial results for the year ended December 31, 2025, on February 25, 2026, after market close, providing insights into the company's annual performance.
- Conference Call Details: A conference call will be held on February 26, 2026, at 10:00 a.m. to review the financial results, offering investors a detailed understanding of performance changes.
- Webcast Availability: The conference call will be webcast live, allowing global investors to participate in real-time and access the latest information, thereby enhancing transparency.
- Market Reaction Expectations: The earnings release and conference call may influence investor expectations regarding Chemtrade's future performance, potentially impacting its stock price.
See More
Chemed to Release Q4 2025 Financial Results on February 25, 2026
- Earnings Release Schedule: Chemed Corporation will announce its financial results for the fourth quarter ended December 31, 2025, on February 25, 2026, after the NYSE close, highlighting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on February 26, 2026, at 10 a.m. ET to discuss quarterly results and business updates, aiming to bolster investor confidence in the company's future performance.
- Investor Participation Options: Participants can access the live webcast of the conference call through the investor relations section of Chemed's website, demonstrating Chemed's focus on accessibility and investor engagement.
- Replay Availability: A taped replay of the conference call will be available approximately two hours after its conclusion, ensuring that investors who cannot attend live can still access critical information, reflecting the company's ongoing commitment to investor service.
See More
