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PACS Group Inc (PACS)
NYSE:PACS
Earnings Data
Report Date
May 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized record financial results, strong clinical improvements, high mature-facility occupancy, low leverage and constructive 2026 guidance — offset by expected short-term headwinds related to cost increases, cohort stabilization of recently acquired facilities (lower occupancy in ramping/new cohorts), and elevated M&A pricing. Overall, management presents a confident, disciplined growth story with measurable operational wins and conservative capital management, acknowledging transitional pressures in non‑mature assets.Company Guidance
Record Revenue and Profitability
Full year 2025 revenue of $5.29B, up ~29% year-over-year; Q4 revenue of $1.36B, up ~12% year-over-year. Full year net income $191.5M and diluted EPS $1.22. Record adjusted EBITDAR of $883.9M and adjusted EBITDA of $505M for 2025 (Q4 adjusted EBITDAR $237.7M; Q4 adjusted EBITDA $142.1M).
Strong Guidance for 2026
2026 revenue guidance $5.65B–$5.75B (midpoint ~$5.7B), ~8% growth vs 2025; adjusted EBITDA guidance $555M–$575M (midpoint $565M), ~12% growth vs 2025 midpoint — signaling expected continued margin expansion.
High and Improving Clinical Quality
207 facilities (73.4% of portfolio) rated 4 or 5 stars on CMS quality measures. Average CMS QM star rating in mature facilities rose to 4.4 in 2025 from 4.3 in 2024, well above industry average (~3.5).
Strong Occupancy in Mature Portfolio
Overall portfolio occupancy averaged 89.1% for 2025; mature facilities delivered 94.9% occupancy (up 0.5 percentage points from 94.4% in prior year), demonstrating consistent demand and operational performance.
Scale and Platform Footprint
At year-end 2025 PACS operated 321 facilities across 17 states with 35,379 total operating beds (32,854 skilled nursing beds; 2,525 assisted living beds), caring for >31,700 patients daily and supported by >47,000 employees.
Disciplined Balance Sheet and Low Leverage
Year-end net leverage approximately 0.3x despite significant acquisition and capital activity; deployed >$145M in quarter for real estate and other investments while maintaining conservative leverage.
Successful Integration and Operational Wins
Completed 8 strategic acquisitions in 2025 (all in existing markets) and continued integration of 2024 acquisitions. Notable operational outcomes include 7 zero-deficiency surveys in 2025 and a de novo Oceanside, CA facility achieving profitability in its first year with >250 admissions in 2025.
Growing Real Estate Ownership and Long Lease Profiles
Now wholly or partially own real estate interests in 102 facilities. Average remaining lease terms: ~13 years for operating leases and ~22 years for finance leases, enabling long-term stability and purchase option strategies to reduce lease-adjusted leverage.
PACS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PACS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $41.67 | ― | ― |
Nov 19, 2025 | $16.83 | $26.14 | +55.32% |
Aug 18, 2025 | $11.50 | $11.41 | -0.78% |
May 19, 2025 | $10.81 | $10.65 | -1.48% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does PACS Group Inc (PACS) report earnings?
PACS Group Inc (PACS) is schdueled to report earning on May 18, 2026, After Close (Confirmed).
What is PACS Group Inc (PACS) earnings time?
PACS Group Inc (PACS) earnings time is at May 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PACS EPS forecast?
PACS EPS forecast for the fiscal quarter 2026 (Q1) is 0.4.