Looking back on senior health, home health & hospice stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including The Pennant Group (NASDAQ: PNTG) and its peers.

The senior health, home care, and hospice care industries provide essential services to aging populations and patients with chronic or terminal conditions. These companies benefit from stable, recurring revenue driven by relationships with patients and families that can extend many months or even years. However, the labor-intensive nature of the business makes it vulnerable to rising labor costs and staffing shortages, while profitability is constrained by reimbursement rates from Medicare, Medicaid, and private insurers. Looking ahead, the industry is positioned for tailwinds from an aging population, increasing chronic disease prevalence, and a growing preference for personalized in-home care. Advancements in remote monitoring and telehealth are expected to enhance efficiency and care delivery. However, headwinds such as labor shortages, wage inflation, and regulatory uncertainty around reimbursement could pose challenges. Investments in digitization and technology-driven care will be critical for long-term success.

The 7 senior health, home health & hospice stocks we track reported a slower Q4. As a group, revenues beat analysts’ consensus estimates by 1.1%.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.6% since the latest earnings results.

The Pennant Group (NASDAQ: PNTG)

Spun off from The Ensign Group in 2019 to focus on non-skilled nursing healthcare services, Pennant Group (NASDAQ: PNTG) operates home health, hospice, and senior living facilities across 13 western and midwestern states, serving patients of all ages including seniors.

The Pennant Group reported revenues of $288 million, up 52.6% year on year. This print exceeded analysts’ expectations by 4.6%. Overall, it was a satisfactory quarter for the company with a solid beat of analysts’ revenue estimates but a slight miss of analysts’ full-year EPS guidance estimates.

“2025 was a year of record-breaking performance and growth for Pennant,” said Brent Guerisoli, the Company’s Chief Executive Officer.

The Pennant Group achieved the fastest revenue growth of the whole group. Even though it had a relatively good quarter, the market seems discontent with the results. The stock is down 7.4% since reporting and currently trades at $29.69.

Is now the time to buy The Pennant Group? Access our full analysis of the earnings results here, it’s free.

Best Q4: BrightSpring Health Services (NASDAQ: BTSG)

Founded in 1974, BrightSpring Health Services (NASDAQ: BTSG) offers home health care, hospice, neuro-rehabilitation, and pharmacy services.

BrightSpring Health Services reported revenues of $3.55 billion, up 16.3% year on year, outperforming analysts’ expectations by 5%. The business had a strong quarter with an impressive beat of analysts’ revenue estimates and full-year EBITDA guidance exceeding analysts’ expectations.

BrightSpring Health Services achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 7.4% since reporting. It currently trades at $43.11.

Is now the time to buy BrightSpring Health Services? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Chemed (NYSE: CHE)

With a unique business model combining end-of-life care and household services, Chemed (NYSE: CHE) operates two distinct businesses: VITAS, which provides hospice care for terminally ill patients, and Roto-Rooter, which offers plumbing and water restoration services.

Chemed reported revenues of $639.3 million, flat year on year, falling short of analysts’ expectations by 3%. It was a disappointing quarter as it posted a significant miss of analysts’ full-year EPS guidance estimates and a significant miss of analysts’ revenue estimates.

Chemed delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 18.9% since the results and currently trades at $378.47.

Read our full analysis of Chemed’s results here.

Addus HomeCare (NASDAQ: ADUS)

Serving approximately 66,000 clients across 22 states with a focus on "dual eligible" Medicare and Medicaid beneficiaries, Addus HomeCare (NASDAQ: ADUS) provides in-home personal care, hospice, and home health services to elderly, chronically ill, and disabled individuals.

Addus HomeCare reported revenues of $373.1 million, up 25.6% year on year. This number met analysts’ expectations. Zooming out, it was a mixed quarter as its performance in some other areas of the business was disappointing.

The stock is down 22.1% since reporting and currently trades at $91.61.

Read our full, actionable report on Addus HomeCare here, it’s free.

AdaptHealth (NASDAQ: AHCO)

With a network of approximately 680 locations serving patients across all 50 states, AdaptHealth (NASDAQ: AHCO) provides home medical equipment, supplies, and related services to patients with chronic conditions like sleep apnea, diabetes, and respiratory disorders.

AdaptHealth reported revenues of $846.3 million, down 1.2% year on year. This result beat analysts’ expectations by 2.1%. Aside from that, it was a mixed quarter as it also produced an impressive beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates.

AdaptHealth achieved the highest full-year guidance raise among its peers. The stock is up 17.6% since reporting and currently trades at $12.10.

Read our full, actionable report on AdaptHealth here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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