EHAB (US)

CHE’s comments on its 1Q26 earnings call this morning regarding the government’s efforts to rein in Medicare waste, fraud and abuse in hospice reinforce our prior views that program integrity, instead of the sufficiency of…

FY27 Medicare reimbursement proposal for hospices [CHE, ADUS, PNTG, EHAB, BTSG, AVAH, Gentiva, Compassus, Elara] matched our expectations, reflecting a smaller aggregate increase versus FY26 but consistent with the statutory formula. While modest upside is…

Home health (HH) agencies [PNTG, EHAB, BTSG, ADUS, AVAH, UNH] received meaningful relief in Friday’s final CY26 Medicare HH reimbursement rule, which pares back the proposed aggregate spending cut and rate discounts. However, CMS signals…

We remain optimistic that home health companies [EHAB, PNTG, ADUS, BTSG, UNH, AVAH] will secure some mitigation in the final CY26 Medicare reimbursement rule, which may be released as early as month’s end and as…

With slightly more than two weeks left in CMS’s comment period for the CY26 Medicare reimbursement proposal rule for home health [PNTG, EHAB, BTSG, ADUS, AVAH, AMED, UNH], we continue to expect mitigation from CMS’s…

Home health agencies [AMED, PNTG, EHAB, ADUS, BTSG, AVAH, UNH] received a negative surprise late Monday with CMS seeking to cut Medicare home health aggregate spending by 6.4% for CY26. The agency’s proposal to impose…

Key Takeaways:  Changes to Medicare home health payments live up to expectations of a minimal increase, but with future negative adjustments following CMS’s release of its CY25 final rule Friday. As we wrote in mid-October,…

Key Takeaways:  Medicare reimbursement history suggests home health agencies are in store for a very low single-digit increase YoY in overall Medicare payments and their 30-day base rate when CMS issues its final CY25 payment…