olivLaw · US equity research
Addus HomeCare Corporation ADUS
Services-Home Health Care Services · SIC 8082 · Vertical: Services-Home Health Care Services (SIC 8082)
Addus HomeCare provides in-home care through three segments: personal care, hospice and home health, serving mainly consumers eligible for both Medicare and Medicaid. The company matters as the population ages and demand for home-based care as an alternative to institutional settings grows, with fiscal 2025 net service revenue of 1.42 billion USD.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 05 Nov 2026, Addus HomeCare Corporation (ADUS) stock was 126.81 USD (−0.88% on the day), with market capitalisation 2.4 bn USD, P/E 21.1 on diluted EPS of 6.00 USD over the last 12 months, beta 0.35, 52-week range 88.49–127.94 USD. Latest reported quarter (Q3 2026): revenue of 387.7 m USD (+7.0% YoY), net income of 28.6 m USD (+25.1% YoY), diluted EPS 1.54 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 71.5
- overbought (≥ 70)
- Bollinger (20, 2)
- 111.57 – 129.49
- in the upper half of the band · %B 0.85 · band width 14.9%
- SMA 50 / 200
- 117.48 / 106.71
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 3.07 / 2.29
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +12.1% | −1.1% | +13.2 pp | — |
| 3 months | +6.8% | −0.5% | +7.2 pp | — |
| 6 months | +30.3% | +4.4% | +25.9 pp | — |
| Year to date | +18.1% | +12.3% | +5.8 pp | — |
| 1 year | +5.8% | +13.5% | −7.7 pp | +21.5% |
| 3 years | +49.5% | +76.4% | −26.9 pp | +0.0% |
| 5 years | +24.3% | +63.7% | −39.4 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 297.1 m | 337.7 m | 349.4 m | 362.3 m | 373.1 m | 363.6 m | 377.4 m | 387.7 m |
| Cost of revenue | 195.7 m | 230.0 m | 235.6 m | 245.6 m | 249.5 m | 247.7 m | 255.9 m | 263.3 m |
| Gross profit | 101.5 m | 107.7 m | 113.9 m | 116.7 m | 123.6 m | 115.9 m | 121.6 m | 124.4 m |
| Operating income | 26.9 m | 30.5 m | 32.9 m | 32.9 m | 42.3 m | 34.1 m | 38.9 m | 39.8 m |
| Depreciation & amortisation | 3.2 m | 3.9 m | 3.9 m | 4.4 m | 4.1 m | 4.0 m | 4.1 m | 4.1 m |
| Interest expense | 2.3 m | 4.0 m | 3.5 m | 3.3 m | 2.7 m | 2.2 m | 1.7 m | 1.3 m |
| Pre-tax income | 26.2 m | 27.0 m | 29.9 m | 30.4 m | 40.1 m | 32.4 m | 37.8 m | 39.1 m |
| Income tax | 6.7 m | 5.8 m | 7.9 m | 7.5 m | 10.4 m | 7.4 m | 10.2 m | 10.5 m |
| Net income | 19.5 m | 21.2 m | 22.1 m | 22.8 m | 29.8 m | 25.1 m | 27.6 m | 28.6 m |
| Diluted EPS | 1.07 ≈ | 1.16 | 1.20 | 1.24 | 1.61 ≈ | 1.36 | 1.49 | 1.54 |
| Operating cash flow | 10.4 m | 18.9 m | 22.5 m ≈ | 51.3 m ≈ | 18.8 m | 52.4 m | 40.0 m ≈ | 40.9 m ≈ |
| Capex | 1.7 m | 1.9 m | 1.3 m ≈ | 1.9 m ≈ | 2.7 m | 1.7 m | 1.3 m ≈ | 2.1 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 10 percentile of its own 40-quarter history (min 17.3, median 32.5, max 57.2; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 516.6 m | 648.8 m | 764.8 m | 864.5 m | 951.1 m | 1.1 bn | 1.2 bn | 1.4 bn |
| Revenue YoY | +21.3% | +25.6% | +17.9% | +13.0% | +10.0% | +11.3% | +9.1% | +23.2% |
| Net income | 16.4 m | 25.2 m | 33.1 m | 45.1 m | 46.0 m | 62.5 m | 73.6 m | 95.9 m |
| Net income YoY | +37.5% | +53.6% | +31.3% | +36.2% | +2.0% | +35.8% | +17.7% | +30.3% |
| Diluted EPS | 1.33 | 1.77 | 2.08 | 2.81 | 2.84 | 3.83 | 4.23 | 5.22 |
| Diluted EPS YoY | +29.1% | +33.1% | +17.5% | +35.1% | +1.1% | +34.9% | +10.4% | +23.4% |
| net % | 3.2% | 3.9% | 4.3% | 5.2% | 4.8% | 5.9% | 6.4% | 6.7% |
| Free cash flow | 27.9 m | 7.4 m | 102.6 m | 34.8 m | 96.8 m | 102.8 m | 110.4 m | 103.8 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- unavailable USD
- Financial debt
- 121.0 m USD
- Net debt
- unavailable USD
- Equity
- 1.1 bn USD
- Total assets
- 1.4 bn USD
- Debt / equity
- 0.11x
- Current ratio
- 1.80x
- ROE
- 9.3%
- ROA
- 6.7%
- FCF margin
- 7.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 764.8 m | 864.5 m | 951.1 m | 1.1 bn | 1.2 bn | 1.4 bn | SEC (XBRL)· 24 Feb 2026verified |
| Cost of revenue | 538.5 m | 594.7 m | 651.4 m | 718.8 m | 779.6 m | 960.7 m | SEC (XBRL)· 24 Feb 2026verified |
| Gross profit | 226.2 m | 269.8 m | 299.7 m | 339.9 m | 375.0 m | 461.9 m | SEC (XBRL)· 24 Feb 2026verified |
| Operating income | 44.5 m | 65.9 m | 68.7 m | 91.0 m | 102.7 m | 138.6 m | SEC (XBRL)· 24 Feb 2026verified |
| Depreciation & amortisation | 12.1 m | 14.5 m | 14.1 m | 14.1 m | 13.5 m | 16.4 m | SEC (XBRL)· 24 Feb 2026verified |
| EBITDA | 56.6 m ≈ | 80.4 m ≈ | 82.8 m ≈ | 105.1 m ≈ | 116.2 m ≈ | 155.0 m ≈ | SEC (XBRL)· 24 Feb 2026derived |
| Interest expense | 3.2 m | 5.8 m | 8.9 m | 11.1 m | 7.7 m | 13.6 m | SEC (XBRL)· 24 Feb 2026verified |
| Pre-tax income | 41.9 m | 60.4 m | 60.2 m | 81.3 m | 99.4 m | 127.4 m | SEC (XBRL)· 24 Feb 2026verified |
| Income tax | 8.8 m | 15.3 m | 14.1 m | 18.8 m | 25.8 m | 31.5 m | SEC (XBRL)· 24 Feb 2026verified |
| Net income | 33.1 m | 45.1 m | 46.0 m | 62.5 m | 73.6 m | 95.9 m | SEC (XBRL)· 24 Feb 2026verified |
| Diluted EPS | 2.08 | 2.81 | 2.84 | 3.83 | 4.23 | 5.22 | SEC (XBRL)· 24 Feb 2026verified |
| Weighted average diluted shares | 16.0 m | 16.1 m | 16.2 m | 16.3 m | 17.4 m | 18.4 m | SEC (XBRL)· 24 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 145.1 m | 168.9 m | 80.0 m | 64.8 m | 98.9 m | — | SEC (XBRL)· 25 Feb 2025verified |
| Receivables | 132.7 m | 137.0 m | 125.5 m | 115.5 m | 122.9 m | 151.7 m | SEC (XBRL)· 24 Feb 2026verified |
| Current assets | 287.7 m | 324.3 m | 222.8 m | 200.0 m | 260.4 m | 269.5 m | SEC (XBRL)· 24 Feb 2026verified |
| Property, plant & equipment, net | 19.7 m | 18.5 m | 21.2 m | 24.0 m | 24.7 m | 25.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Goodwill | 469.1 m | 504.4 m | 582.8 m | 663.0 m | 970.6 m | 996.7 m | SEC (XBRL)· 24 Feb 2026verified |
| Intangibles (excl. goodwill) | 71.5 m | 64.3 m | 72.2 m | 92.0 m | 109.6 m | 102.4 m | SEC (XBRL)· 24 Feb 2026verified |
| Total assets | 892.6 m | 947.6 m | 938.0 m | 1.0 bn | 1.4 bn | 1.4 bn | SEC (XBRL)· 24 Feb 2026verified |
| Accounts payable | 23.7 m | 19.4 m | 22.1 m | 26.2 m | 27.2 m | 16.8 m | SEC (XBRL)· 24 Feb 2026verified |
| Short-term debt | 971.0 k | — | — | — | — | — | SEC (XBRL)· 01 Mar 2021verified |
| Long-term debt | 193.9 m | 220.9 m | 131.8 m | 124.1 m | 218.4 m | 121.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Current liabilities | 143.9 m | 117.7 m | 131.1 m | 145.1 m | 155.9 m | 149.5 m | SEC (XBRL)· 24 Feb 2026verified |
| Total liabilities | 373.9 m | 373.2 m | 304.5 m | 317.7 m | 442.1 m | 352.0 m | SEC (XBRL)· 24 Feb 2026verified |
| Equity | 518.7 m † | 574.3 m † | 633.5 m † | 706.7 m † | 970.5 m † | 1.1 bn † | SEC (XBRL)· 24 Feb 2026verified |
| Shares outstanding at year end | — | — | — | — | — | 18.6 m | SEC (XBRL)· 12 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 109.4 m | 39.5 m | 105.1 m | 112.2 m | 116.4 m | 111.5 m | SEC (XBRL)· 24 Feb 2026verified |
| Capex | 6.8 m | 4.6 m | 8.3 m | 9.5 m | 6.1 m | 7.7 m | SEC (XBRL)· 24 Feb 2026verified |
| Free cash flow | 102.6 m ≈ | 34.8 m ≈ | 96.8 m ≈ | 102.8 m ≈ | 110.4 m ≈ | 103.8 m ≈ | SEC (XBRL)· 24 Feb 2026derived |
| Investing cash flow | -214.2 m | -42.0 m | -106.6 m | -119.2 m | -354.6 m | -32.5 m | SEC (XBRL)· 24 Feb 2026verified |
| Financing cash flow | 138.2 m | 26.3 m | -87.5 m | -8.2 m | 272.3 m | -96.3 m | SEC (XBRL)· 24 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- score weight coverage: 58.3% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 2.4 bn USD
Key indicators
Coverage and freshness
Score by group
58% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 118.97 – 168.50 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/E118.97 – 168.50 (Mid 144.82)4 companies used · median multiple 24.1x · quartiles 19.8x – 28.1xAVAH, BTSG, CHE, OPCH
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 58.3% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 7.4% | 60 (vs peers) | 11% |
| FCF conversion · Quality | 129.9% | 100 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | 14.4% | 100 (on a fixed band) | 14% |
| EPS CAGR 3Y · Growth | 22.5% | 100 (on a fixed band) | 14% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | 19.7x | 100 (on a fixed band) | 11% |
| Current ratio · Balance sheet | 1.6x | 70 (on a fixed band) | 7% |
| P/E (TTM) · Valuation | 21.1x | 40 (on a fixed band) | 18% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 6.1% | 76 (on a fixed band) | 14% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet88/100 · 2/3 factors with a value
- Growth100/100 · 2/2 factors with a value
- Quality80/100 · 2/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation56/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Addus HomeCare Corp (ADUS). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 1.4 bn USD in 2025; YoY growth 23.2%; net margin 7.4%; ROE 10.0%.
The estimated value range is 118.97–168.50 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 144.82 USD, the price of 126.81 USD leaves a potential of 14.2% (value / price − 1) and a margin of safety of 12.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 58.3% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 129.9%
- Revenue CAGR 3Y: 14.4%
- EPS CAGR 3Y: 22.5%
- Interest coverage: 19.7x
- Current ratio: 1.6x
- FCF yield: 6.1%
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, EV/EBITDA, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Services-Home Health Care Services (SIC 8082) · same industry (4-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| BTSGBrightSpring Health Services, Inc. | 13.1 bn | 35.7 | 20.5% | 2.7% | +28.2% | +82% / unavailable |
| CHEChemed Corporation | 6.9 bn | 25.5 | 29.1% | 10.6% | +4.1% | +22% / −6% |
| OPCHOption Care Health, Inc. | 4.7 bn | 22.7 | 16.0% | 3.7% | +13.0% | +1% / +6% |
| AVAHAveanna Healthcare Holdings Inc. | 3.0 bn | 11.1 | 199.6% | 10.6% | unavailable | +46% / +401% |
| ADUSAddus HomeCare Corp | 2.4 bn | 21.1 | 10.0% | 7.4% | +23.2% | +6% / +49% |
| AHCOAdaptHealth Corp. | 1.0 bn | — | -28.6% | -11.4% | −0.5% | −23% / −13% |
1- and 3-year price returns: for ADUS from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 81.80 Total return -35% · Per year -35% | 143.99 Total return 14% · Per year 14% | 216.03 Total return 70% · Per year 70% |
| 3 years | 95.90 Total return -24% · Per year -9% | 188.31 Total return 48% · Per year 14% | 307.78 Total return 143% · Per year 34% |
| 5 years | 112.43 Total return -11% · Per year -2% | 246.28 Total return 94% · Per year 14% | 438.49 Total return 246% · Per year 28% |
- Exit P/E± 47.08
- Net margin± 32.95
- Annual revenue growth± 24.72
- Annual dilution± 2.77
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 10-Q (04 Nov 2026), 8-K (03 Nov 2026 · results).
In brief
Addus HomeCare provides in-home care through three segments: personal care, hospice and home health, serving mainly consumers eligible for both Medicare and Medicaid. The company matters as the population ages and demand for home-based care as an alternative to institutional settings grows, with fiscal 2025 net service revenue of 1.42 billion USD 1.
SWOT
Strengths
- A home-based care model regarded as lower cost than institutional care, with a client base concentrated in public and managed care programs 1.
- A strong balance sheet and substantial available credit capacity that support acquisitions and expansion 23.
- Sustained organic growth in personal care and hospice, reported for the second quarter of 2026 3.
Weaknesses
- Revenue concentrated in a few states, especially Illinois, which makes the company sensitive to regulatory and funding changes there 1.
- Reliance on government reimbursements, which can be delayed and affect liquidity 1.
- The home health segment is smaller and has shown weaker volume in some periods 23.
Opportunities
Risks
- Geographic concentrationhigh
A large share of revenue comes from Illinois, so funding changes there could have a disproportionate effect on results 1.
- Single payor dependencehigh
One Illinois program accounts for a significant part of revenue, and cost reductions there could affect revenue and profitability 1.
- Reimbursement delaysmedium
The gap between providing services and receiving payment can strain working capital, especially if states delay payments because of budget problems 1.
- Acquisition integrationmedium
Acquisitions can bring unforeseen liabilities and integration difficulties, and expected benefits may not materialize 1.
- Government auditslow
Audits can lead to recoupment of past payments and could weigh on financial position if systemic issues are found 1.
Investment thesis
What would need to be true (bull case)
- If demand for home care keeps rising with the aging population, the company could sustain revenue and profit growth, as the second quarter of 2026 results suggest 13.
- A strong balance sheet and access to credit could allow acquisitions that deepen presence in existing markets 2.
- Higher reimbursement rates in key states such as Texas and Illinois could support margins if those adjustments hold 3.
What would break the thesis
- Dependence on public funding in a few states leaves revenue exposed to budget cuts or policy changes 1.
- Higher staffing costs driven by minimum wage rules could compress margins if rates do not keep pace 1.
- The acquisition strategy depends on access to financing and compliance with credit agreement covenants, which could limit expansion 1.
What to watch
- Revenue and adjusted EBITDA margin trends in the coming quartersQ3 2026
- Pace of organic growth in hospice and personal care2026
- Illinois budget changes to rates and minimum wage requirements for direct care workers2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 04 Aug 2026; since then the company filed 10-Q (04 Nov 2026), 8-K (03 Nov 2026 · results).
The business
Growth combines organic expansion in existing markets with acquisitions of local providers, particularly in states where it already operates, and adding clinical services such as hospice and home health 1. Four acquisitions were completed in 2025 and HomeCourt Home Care was acquired on May 1, 2026, extending personal care into Indiana 12. For the second quarter of 2026, net service revenue rose 8.0% year-over-year 3.
Management describes a scalable operating model and says the company has financial flexibility to pursue further acquisitions, while its low leverage gives room to invest 3.
Segments
Personal care
The largest segment, providing non-medical help with daily living activities, with fiscal 2025 revenue of 1.089 billion USD 1. Consumers are mostly funded through state, local and managed care programs 1.
Market context
Demand for home care is supported by an aging U.S. population and by the preference for home-based care, which the company regards as more cost-effective than institutional care 1. The industry is fragmented, with many small providers and a few larger ones with regional share, and the company expects consolidation as regulatory and operating requirements rise 1. Managed care is an increasingly important payor source, accounting for 38.6% of net service revenue in the second quarter of 2026 2.
Trends
- Aging populationtailwind
A growing number of older people supports demand for long-term home care services, according to management 1.
- Shift to managed caremixed
States are moving Medicaid programs toward managed care models, which can bring referrals but also rate and cost pressure from these organizations 1.
- Minimum wage pressureheadwind
Minimum wage increases in Illinois and Chicago can raise staffing costs, and the company relies on reimbursement rate adjustments to offset them 1.
- Industry consolidationtailwind
Rising licensing and technology requirements may favor larger providers, which could support the company's acquisition strategy 1.
Competitive position
Competition comes from personal care and home health providers, hospice providers, private caregivers, publicly held and privately held companies, hospital-based agencies and non-profit organizations 1. Some competitors may have greater financial, technical or marketing resources, and new entrants can add pricing pressure 1.
Competitive position depends on quality of care, the ability to attract caregivers, relationships with referral sources and contract renewals with payors, whose bargaining power has grown through consolidation 1.
- Regional personal care and hospice providers
Local and regional companies competing for the same state and managed care contracts, without dominant share across all of the company's markets 1.
- Publicly held home care companies
Listed competitors named in the filing as part of the competitive field, whose scale is not detailed in the sources reviewed 1.
- Hospital-based home care agencies
Hospital-affiliated agencies that can serve patients in the same home care segments 1.
- Private caregivers and non-profit organizations
Actors without a large corporate structure but with direct relationships to consumers and local communities 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Can Addus HomeCare (ADUS) Compound Wealth at Scale?Yahoo Finance — News · 23 Sept 2026 · EN
The latest news item in our archive is from 23 Sept 2026; the newest SEC filing is from 04 Nov 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report04 Nov 2026
- Current report03 Nov 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report14 Sept 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Current report13 Aug 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report04 Aug 2026
- Current report03 Aug 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report10 Jun 2026Shareholder vote
- Quarterly report05 May 2026
- Current report04 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Proxy statement23 Apr 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Addus HomeCare Corporation · 24 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Addus HomeCare Corporation · 04 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Addus HomeCare Corporation · 03 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.