Addus Reports Q4 Revenue of $373.08M, Beating Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy ADUS?
Reports Q4 revenue $373.08M, consensus $372.31M. Commenting on the results, Dirk Allison, Chairman and CEO, said, "Our fourth quarter results marked a strong finish to a successful year of growth and progress for Addus. Net service revenues increased 25.6% and adjusted EBITDA was up 33.3% over the fourth quarter of 2024. For the full year, we achieved a new annual record of $1.4 billion in net service revenues, an increase of 23.2% compared with 2024. Continued strong demand has supported this impressive growth as an increasing number of consumers and payers benefit from the value and cost efficiency offered by our home-based care services. With solid execution, our team has done an outstanding job meeting this demand with the ability to leverage our scale and proven operating model across the care continuum. We have also benefitted from continued favorable and stable hiring trends, which support our business, especially in our personal care segment. We are fortunate to have a team of capable and dedicated caregivers who provide outstanding care as we respond to the needs of a growing number of patients and families across the markets we serve."
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Analyst Views on ADUS
Wall Street analysts forecast ADUS stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 105.260
Low
120.00
Averages
135.25
High
147.00
Current: 105.260
Low
120.00
Averages
135.25
High
147.00
About ADUS
Addus HomeCare Corporation is engaged in providing home care services. Its segments include Personal Care, Hospice, and Home Health. The Personal Care segment provides non-medical assistance with activities of daily living, to persons who are at increased risk of hospitalization or institutionalization, such as the elderly, chronically ill or disabled. The services it provides include assistance with bathing, grooming, feeding and dressing, medication reminders and others. The Hospice segment provides physical, emotional and spiritual care for people who are terminally ill and related services for their families. The Hospice services it provides include palliative nursing care, social work, spiritual counseling, homemaker services and bereavement counseling. Its Home Health segment provides services that are medical in nature to individuals who may require assistance during an illness or after hospitalization and includes skilled nursing and physical, occupational and speech therapy.
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.
Addus HomeCare Reports Strong Q4 2025 Earnings with Strategic Growth Outlook
- Significant Revenue Growth: Addus HomeCare reported total revenue of $373.1 million for Q4 2025, reflecting a 25.6% year-over-year increase, with adjusted earnings per share at $1.77, up 28.3%, indicating strong performance and growth potential in the home care market.
- Ongoing Acquisition Strategy: Management emphasized the continued evaluation of acquisition opportunities that align with their strategy of geographic density and scale, with expectations for larger personal care assets to enter the market, further enhancing the company's market position.
- Impact of Rate Increases: Rate increases in Texas and Illinois are set to take effect on September 1, 2025, and January 1, 2026, respectively, which are expected to positively impact future results, particularly in Q1 2026.
- Strong Operational Performance: Despite facing seasonal and regulatory uncertainties, Addus demonstrated robust operational performance, with expectations for improved G&A cost leverage in 2026, further driving profitability enhancements.
See More
Healthcare ETF Underperforms with Notable Declines
- ETF Decline: The iShares U.S. Healthcare Providers ETF fell approximately 1.9% in Tuesday afternoon trading, indicating a lack of confidence in the healthcare sector that could influence investor asset allocation decisions.
- Weak Individual Stocks: Within the ETF, Claritev's shares plummeted about 43.8%, while Addus Homecare dropped approximately 10.1%, raising concerns among investors regarding their future profitability and market positioning.
- Market Reaction Analysis: The overall weakness in the healthcare sector may reflect market uncertainty regarding policy changes or economic outlook, prompting investors to closely monitor relevant policy developments to assess future investment risks.
- Investor Sentiment Shift: The poor performance of the healthcare ETF may lead investors to reassess their investment strategies in the healthcare sector, potentially impacting capital inflows and market dynamics within the industry.
See More
ADUS Stock Price Fluctuation Analysis
- Price Range Analysis: ADUS's 52-week low is $88.96 per share, while the high is $124.435, with the last trade at $107.78, indicating price fluctuations within this range and reflecting market caution regarding its future performance.
- Technical Indicator Focus: The stock has fallen below its 200-day moving average, which may suggest increased selling pressure in the short term, prompting investors to monitor subsequent trends to assess potential risks.
- Market Sentiment Assessment: The current stock price represents a 13.3% decline from the 52-week high, indicating a weakening market confidence in ADUS, which could impact its financing capabilities and investor appeal.
- Investor Strategy Adjustment: Given the price volatility of ADUS, investors may need to reassess their investment strategies to navigate potential market uncertainties and risks.
See More
Addus HomeCare to Participate in Investor Conference
- Investor Conference Participation: Addus HomeCare will participate in the 47th Annual Institutional Investors Conference hosted by Raymond James & Associates from March 1-4, 2026, showcasing its strategic direction in the home care services sector.
- Live Broadcast and Replay: The company will present live on March 3, 2026, at 8:40 a.m. Eastern Time, with an online replay available on its website approximately one hour after the live event, providing investors with convenient access to important information.
- Extensive Service Coverage: Addus HomeCare currently serves approximately 62,500 patients across 262 locations in 23 states, primarily assisting the elderly, chronically ill, and disabled individuals, thereby reducing their risk of hospitalization or institutionalization.
- Diverse Payor Clients: The company's payor clients include federal, state, and local government agencies, managed care organizations, commercial insurers, and private individuals, highlighting the diversity and stability of its business model.
See More
Addus HomeCare Q4 Earnings Beat Expectations
- Earnings Beat: Addus HomeCare reported a Q4 non-GAAP EPS of $1.77, exceeding expectations by $0.05, which reflects the company's ongoing profitability enhancement and strengthens investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $373.1 million, a 25.6% year-over-year increase, aligning with market expectations and indicating strong demand and effective market strategies in the home care sector.
- Substantial EBITDA Increase: Adjusted EBITDA rose by 33.3% year-over-year to $50.3 million, showcasing the company's success in cost control and operational efficiency, thereby enhancing its profitability and financial health.
- Strong Cash Flow: Operating cash flow for Q4 was $18.8 million, demonstrating robust cash management and providing ample funding for future investments and expansion efforts.
See More
Addus HomeCare Announces Q4 and Year-End 2025 Earnings Release Date
- Earnings Release Schedule: Addus HomeCare has announced that it will release its fourth quarter and year-end 2025 earnings on February 23, 2026, after market close, reflecting the company's commitment to transparency and investor confidence.
- Conference Call Details: The company will host a conference call on February 24, 2026, at 9:00 a.m. Eastern Time, featuring executives who will provide in-depth insights into the earnings report, aiding investors in understanding the company's performance.
- Dial-In Information: Investors can join the call by dialing (833) 629-0620, with an international number of (412) 317-1805, ensuring global investor participation and highlighting the company's focus on international stakeholders.
- Online Replay Service: Following the call, Addus HomeCare will offer an online replay on its website for one month, allowing investors who could not attend live to access the information, further enhancing information accessibility.
See More
Addus HomeCare Reports Strong Q4 2025 Earnings with Strategic Growth Outlook
- Significant Revenue Growth: Addus HomeCare reported total revenue of $373.1 million for Q4 2025, reflecting a 25.6% year-over-year increase, with adjusted earnings per share at $1.77, up 28.3%, indicating strong performance and growth potential in the home care market.
- Ongoing Acquisition Strategy: Management emphasized the continued evaluation of acquisition opportunities that align with their strategy of geographic density and scale, with expectations for larger personal care assets to enter the market, further enhancing the company's market position.
- Impact of Rate Increases: Rate increases in Texas and Illinois are set to take effect on September 1, 2025, and January 1, 2026, respectively, which are expected to positively impact future results, particularly in Q1 2026.
- Strong Operational Performance: Despite facing seasonal and regulatory uncertainties, Addus demonstrated robust operational performance, with expectations for improved G&A cost leverage in 2026, further driving profitability enhancements.
See More
Healthcare ETF Underperforms with Notable Declines
- ETF Decline: The iShares U.S. Healthcare Providers ETF fell approximately 1.9% in Tuesday afternoon trading, indicating a lack of confidence in the healthcare sector that could influence investor asset allocation decisions.
- Weak Individual Stocks: Within the ETF, Claritev's shares plummeted about 43.8%, while Addus Homecare dropped approximately 10.1%, raising concerns among investors regarding their future profitability and market positioning.
- Market Reaction Analysis: The overall weakness in the healthcare sector may reflect market uncertainty regarding policy changes or economic outlook, prompting investors to closely monitor relevant policy developments to assess future investment risks.
- Investor Sentiment Shift: The poor performance of the healthcare ETF may lead investors to reassess their investment strategies in the healthcare sector, potentially impacting capital inflows and market dynamics within the industry.
See More
ADUS Stock Price Fluctuation Analysis
- Price Range Analysis: ADUS's 52-week low is $88.96 per share, while the high is $124.435, with the last trade at $107.78, indicating price fluctuations within this range and reflecting market caution regarding its future performance.
- Technical Indicator Focus: The stock has fallen below its 200-day moving average, which may suggest increased selling pressure in the short term, prompting investors to monitor subsequent trends to assess potential risks.
- Market Sentiment Assessment: The current stock price represents a 13.3% decline from the 52-week high, indicating a weakening market confidence in ADUS, which could impact its financing capabilities and investor appeal.
- Investor Strategy Adjustment: Given the price volatility of ADUS, investors may need to reassess their investment strategies to navigate potential market uncertainties and risks.
See More
Addus HomeCare to Participate in Investor Conference
- Investor Conference Participation: Addus HomeCare will participate in the 47th Annual Institutional Investors Conference hosted by Raymond James & Associates from March 1-4, 2026, showcasing its strategic direction in the home care services sector.
- Live Broadcast and Replay: The company will present live on March 3, 2026, at 8:40 a.m. Eastern Time, with an online replay available on its website approximately one hour after the live event, providing investors with convenient access to important information.
- Extensive Service Coverage: Addus HomeCare currently serves approximately 62,500 patients across 262 locations in 23 states, primarily assisting the elderly, chronically ill, and disabled individuals, thereby reducing their risk of hospitalization or institutionalization.
- Diverse Payor Clients: The company's payor clients include federal, state, and local government agencies, managed care organizations, commercial insurers, and private individuals, highlighting the diversity and stability of its business model.
See More
Addus HomeCare Q4 Earnings Beat Expectations
- Earnings Beat: Addus HomeCare reported a Q4 non-GAAP EPS of $1.77, exceeding expectations by $0.05, which reflects the company's ongoing profitability enhancement and strengthens investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $373.1 million, a 25.6% year-over-year increase, aligning with market expectations and indicating strong demand and effective market strategies in the home care sector.
- Substantial EBITDA Increase: Adjusted EBITDA rose by 33.3% year-over-year to $50.3 million, showcasing the company's success in cost control and operational efficiency, thereby enhancing its profitability and financial health.
- Strong Cash Flow: Operating cash flow for Q4 was $18.8 million, demonstrating robust cash management and providing ample funding for future investments and expansion efforts.
See More
Addus HomeCare Announces Q4 and Year-End 2025 Earnings Release Date
- Earnings Release Schedule: Addus HomeCare has announced that it will release its fourth quarter and year-end 2025 earnings on February 23, 2026, after market close, reflecting the company's commitment to transparency and investor confidence.
- Conference Call Details: The company will host a conference call on February 24, 2026, at 9:00 a.m. Eastern Time, featuring executives who will provide in-depth insights into the earnings report, aiding investors in understanding the company's performance.
- Dial-In Information: Investors can join the call by dialing (833) 629-0620, with an international number of (412) 317-1805, ensuring global investor participation and highlighting the company's focus on international stakeholders.
- Online Replay Service: Following the call, Addus HomeCare will offer an online replay on its website for one month, allowing investors who could not attend live to access the information, further enhancing information accessibility.
See More
