Q4 2025 Addus Homecare Corp Earnings Call Transcript
Key Points
- Addus HomeCare Corp (ADUS) reported a 25.6% increase in total revenue for Q4 2025, reaching $373.1 million compared to $297.1 million in Q4 2024.
- Adjusted earnings per share for Q4 2025 increased by 28.3% to $1.77, up from $1.38 in Q4 2024.
- The company's adjusted EBITDA for Q4 2025 rose by 33.3% to $60.3 million, compared to $37.8 million in Q4 2024.
- Addus HomeCare Corp (ADUS) experienced a 6.3% same-store revenue growth in its personal care segment for Q4 2025.
- The company successfully integrated several acquisitions, including Gentiva, which contributed significantly to its revenue growth and market coverage expansion.
- The home health segment saw a 7.54% decrease in same-store revenue compared to Q4 2024.
- Gross margin percentage decreased to 32.8% in Q4 2025 from 33.4% in Q4 2024, primarily due to a higher mix of personal care services.
- The company's DSO for the Illinois Department increased to 54.7 days in Q4 2025, up from 32.5 days in Q3 2025, due to timing differences in payment cycles.
- There is uncertainty regarding potential future rate increases and retrospective payment adjustments in the home health care sector.
- The company faces challenges in certain urban markets with clinical hiring, despite overall stable hiring trends.
Good day, and welcome to the Addus Homecare's fourth quarter and year-end 2025 earnings conference call. (Operator Instructions). Please note this event is being recorded.
I would now like to turn the conference over to Dru Anderson. Please go ahead.
Thank you. Good morning, and welcome to the Addus Homecare Corporation fourth quarter and 2025 earnings conference call. Today's call is being recorded. To the extent of any non-GAAP financial measure is discussed in today's call, you will also find a reconciliation of that measure to the most directly comparable financial measure calculated according to GAAP by going to the company's website and reviewing yesterday's news release.
This conference call may also contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and including statements, among others, regarding Addus' expected quarterly and annual financial performance for 2026 or beyond.
For this purpose, any statements made
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