Kevin McNamara

President and Chief Executive Officer, CHEMED CORP

Search every verified Kevin McNamara interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Kevin McNamara, President and Chief Executive Officer of Chemed, discussed the company's second-quarter 2026 results during a June 30 earnings call. He reported that total revenue increased 8.8% and adjusted diluted earnings per share grew 41.9% compared to the same period in 2025. McNamara noted that the company's Vitas Healthcare (VAS) segment performed above expectations, citing accelerated admissions from non-hospice locations and hospital-based admissions, while keeping hospice labor costs below budget. He also said Roto-Rooter was building positive operating momentum and was well-positioned to pursue franchise acquisition opportunities. McNamara acknowledged ongoing challenges related to lead generation and customer acquisition costs, noting that paid leads had risen to 59% of total leads and marketing spend increased by $3.1 million. He described the shift from free to paid leads as an "inexorable change" and a "continued battle," but said the company's ancillary services, such as excavation and water restoration, were expected to generate slightly more sales than all other sources combined. Management expressed confidence in the momentum seen over recent months and anticipated that the South Texas franchise acquisition, following $33.5 million in franchise repurchases in early 2026, would drive growth in 2027 and beyond.