Addus Homecare Corp
NASDAQ:ADUS
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Addus Homecare Corp
Addus Homecare Corp., tracing its roots back to 1979, stands as a beacon in the realm of home and community-based healthcare services. Headquartered in Frisco, Texas, the company has effectively built its reputation by focusing on the often-overlooked demographic of elderly individuals who wish to maintain their independence while still receiving necessary medical and personal care. Addus operates by dispatching a skilled workforce of healthcare professionals directly to clients' homes, providing services that range from personal care and assistance with daily living activities to more specialized medical care. This approach not only allows seniors to stay comfortably in familiar surroundings but also helps minimize hospital readmission rates, catering to a growing preference for in-home care among patients and their families.
The financial engine of Addus Homecare is driven predominantly by its contractual relations with various state and federal agencies, as well as private pay clients, leveraging reimbursements from Medicaid and Medicare programs. These government partnerships form the backbone of its revenue stream, capturing a significant share of the vast spending in the healthcare sector. As America's population continues to age, the demand for Addus's services aligns with broader demographic shifts, reflecting a strategic positioning that capitalizes on a critical societal need. This business model ensures steady cash flows while adapting to regulatory environments, enabling Addus Homecare to navigate the complex healthcare landscape and maintain its status as a vital player in the industry.
Addus Homecare Corp., tracing its roots back to 1979, stands as a beacon in the realm of home and community-based healthcare services. Headquartered in Frisco, Texas, the company has effectively built its reputation by focusing on the often-overlooked demographic of elderly individuals who wish to maintain their independence while still receiving necessary medical and personal care. Addus operates by dispatching a skilled workforce of healthcare professionals directly to clients' homes, providing services that range from personal care and assistance with daily living activities to more specialized medical care. This approach not only allows seniors to stay comfortably in familiar surroundings but also helps minimize hospital readmission rates, catering to a growing preference for in-home care among patients and their families.
The financial engine of Addus Homecare is driven predominantly by its contractual relations with various state and federal agencies, as well as private pay clients, leveraging reimbursements from Medicaid and Medicare programs. These government partnerships form the backbone of its revenue stream, capturing a significant share of the vast spending in the healthcare sector. As America's population continues to age, the demand for Addus's services aligns with broader demographic shifts, reflecting a strategic positioning that capitalizes on a critical societal need. This business model ensures steady cash flows while adapting to regulatory environments, enabling Addus Homecare to navigate the complex healthcare landscape and maintain its status as a vital player in the industry.
Revenue Growth: Addus reported third quarter 2025 revenue of $362.3 million, up 25% year-over-year, driven by strong performance in its personal care and hospice segments.
EPS & EBITDA: Adjusted EPS rose 20% to $1.56 and adjusted EBITDA increased 31.6% to $45.1 million, both reflecting robust operational leverage and acquisition contributions.
Margin Expansion: Gross margin improved to 32.2% and adjusted EBITDA margin reached 12.5%; management expects Q4 margins to be even higher, citing normal seasonality and recent reimbursement increases.
Cash Flow & Balance Sheet: Operating cash flow exceeded $50 million for the quarter, with $101.9 million in cash and net leverage under 1x adjusted EBITDA, providing flexibility for further acquisitions.
Acquisition Activity: Addus completed acquisitions of Helping Hands Home Care and Del Cielo Home Care, expanding density in Texas and Pennsylvania, and continues to actively pursue additional deals.
Personal Care Momentum: Same-store revenue in personal care grew 6.6%, supported by rate increases, successful hiring (113 hires per business day), and technology rollouts to improve caregiver efficiency.
Hospice Strength: Hospice same-store revenue surged 19% with admissions up 6.5% and average daily census rising 9.5%; over 25% of hospice admissions in two key markets now come from Addus's own home health operations.
Outlook & Guidance: Management anticipates ongoing organic growth, margin leverage from G&A, and further acquisition opportunities, with cautious optimism around Medicaid and reimbursement trends in key states.
