| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 64 | 20.5x | 17.8x | Around median | |
Growth | 73 | 15.9% | 7.1% | Top tier | |
Quality | 64 | 9.0% | 4.5% | Around median | |
Safety | 92 | 0.1x | 2.6x | Top tier | |
Capital Return | 87 | — | 2.12% | Top tier | |
Momentum | 75 | 1.8% | 2.9% | Top tier | |
Sentiment | 61 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Addus HomeCare Corporation provides home care services through three segments: personal care, hospice care, and home health care. In Q1 fiscal 2026, the personal care segment generated $281.1 million, representing 77.3% of revenue, compared with $65.8 million, or 18.1%, for hospice care and $16.7 million, or 4.6%, for home health care; therefore, the company primarily depends on billable personal care hours, while also benefiting from referrals between care lines in overlapping markets.
In Q2 fiscal 2026, revenue was $377.4 million, gross profit was $121.6 million, net income was $27.6 million, and earnings per share were $1.49. These figures represent a gross margin of approximately 32.2% and a net income margin of approximately 7.3%, compared with revenue of $363.6 million, gross profit of $115.9 million, net income of $25.1 million, and earnings per share of $1.36 in Q1 fiscal 2026.
On a trailing twelve-month basis ending in fiscal 2026, Addus recorded revenue of $1.5 billion, gross profit of $477.8 million, net income of $105.3 million, and earnings per share of approximately $5.70. By comparison, it ended fiscal 2025 with revenue of $1.4 billion, gross profit of $461.9 million, net income of $95.9 million, and earnings per share of $5.22, demonstrating continued earnings growth alongside revenue expansion.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $115, with a wide range of $96 to $134 and a consensus rating of “Buy,” while the average is below the 52-week range high of $124.44 and above its low of $87.95. The highest target of $134 indicates a more optimistic scenario than the 52-week range high, while the lowest target of $96 reflects meaningful caution regarding Medicaid risks, personal care concentration, and acquisition execution.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Q2 fiscal 2026 revenue was approximately $377.4 million, compared with $363.6 million in Q1 fiscal 2026. Gross profit increased to $121.6 million from $115.9 million, representing a gross margin of approximately 32.2%. Net income also increased to $27.6 million and earnings per share to $1.49, compared with $25.1 million and $1.36 in the previous quarter.
Personal care is the largest business, generating $281.1 million and accounting for 77.3% of Q1 fiscal 2026 revenue. Hospice care ranked second with revenue of $65.8 million and an 18.1% share, followed by home health care with revenue of $16.7 million and a 4.6% share. Personal care revenue grew 8.8% overall and 6.5% on a same-store basis compared with Q1 fiscal 2025.
On May 1, 2026, Addus closed the acquisition of HomeCourt Home Care’s personal care operations in Fort Wayne. These operations serve approximately 240 clients and generate estimated annual revenue of approximately $9.7 million. The company also signed a definitive agreement to acquire other operations of a similar size, which could increase its combined revenue in Indiana to just under $20 million after obtaining regulatory approvals.
The application was in use in Illinois and was rolled out in some New Mexico branches and in Texas during Q1 fiscal 2026. In Texas, more than 10% of caregivers downloaded it within the first few days to a week after launch. Addus uses it to display the remaining hours under an authorization, make additional hours available to caregivers, and improve communication and the percentage of authorized hours actually provided.
Personal care depends significantly on Medicaid rates and state budgets, and the Illinois rate increase effective January 1, 2026, added approximately $17.5 million in annual revenue. In New Mexico, the budget included an additional $10 million for home- and community-based services, but the distribution method had not been determined as of the May 5, 2026 call. The 80-20 provision of the Medicaid Access Rule also remained in place, despite management’s belief that it would be repealed, and it had no impact on current financial performance because implementation was still several years away.
Operating cash flow was $52.4 million in Q1 fiscal 2026, compared with $18.9 million in Q1 fiscal 2025. As of March 31, 2026, the company held $103.1 million in cash and reduced its bank debt to $94.3 million after repaying $30 million during the quarter. It also had $547.8 million of available liquidity under a $650 million revolving credit facility, then repaid an additional $10 million during Q2 fiscal 2026 through the date of the May 5, 2026 call.
