PACS Group, Inc. operates as a holding company, primarily focused on delivering post-acute healthcare services. This encompasses operating various facilities, providing skilled ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
BPA est. $0.57 · Ingresos $1.45B · 3 analistas
BPA est. $0.61 · Ingresos $1.52B · 3 analistas
BPA est. $2.38 · Ingresos $5.82B · 2 analistas
BPA est. $0.65 · Ingresos $1.59B · 1 analistas
BPA $0.75 · Ingresos $3.11B
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $5.3B | +29.3% | +0.5% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $191.5M | +243.5% | -5.4% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +21.9% | +13.1% | +44.9% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +5.9% | +94.5% | -9.4% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +3.6% | +165.6% | -5.9% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $298.8M | +1604.4% | -49.2% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +5.6% | +1218.0% | -49.5% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 366.6% | -25.7% | -9.8% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.07x | +11.4% | -8.3% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $5.6B | +6.5% | -0.1% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 1.22 vs 1.74 | -29.8% | 0.47 vs 0.57 | -18.1% |
| Revenue Surprise | $5.3B vs $5.3B | -0.5% | $1.4B vs $1.5B | -1.7% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 19,315 | $42.53 |
| Sep 3, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 858 | $43.11 |
| Sep 2, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 17,435 | $42.78 |
| Sep 2, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 6,348 | $43.36 |
| Sep 1, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 22,789 | $42.35 |
Operator: Hello, and welcome to PACS Group's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Speakers on today's call are Jason Murray, PACS Group's Chief Executive Officer; Carey Hendrickson, Chief Financial Officer; Josh Jergensen, President and Chief Operating Officer; and Ryan Welch, Director of Corporate Finance. The call today is being recorded, and a replay of the call will be available on the PACS Group Investor Relations website an hour after the completion of this call. A replay of the webcast will be available for 30 days. Information to access the replay is listed in yesterday's press release, which is available on our website under the Investor Relations section. Before we begin, I would like to remind everyone that during today's call, we'll be making forward-looking statements regarding future events and financial performance. I'd now like to turn the conference over to Ryan Welch, Director of Corporate Finance. Please go ahead. Ryan Welch: Thank you, and good morning, everyone. Thank you for joining us for our earnings call. Before we begin the prepared remarks, we would like to remind you that yesterday, PACS Group issued a press release announcing its second quarter 2026 results. An investor presentation was published and is available on the Investor Relations section of pacs.com. I'd also like to remind everyone that during the course of today's conference call, we will discuss certain forward-looking information, including our expectations for 2026 revenue and adjusted EBITDA that is based on our current expectations, assumptions and beliefs about our business. Any forward-looking statements are subject to risks and uncertainties that could cause our actual results to materially differ from those expressed or implied on today's call. You should carefully consider the risk factors that may affect our future results as described in our annual report on Form 10-K for the year ended December 31, 2025, and our other SEC filings. During this call, we will discuss certain non-GAAP financial measures, including adjusted net income, adjusted earnings per share, adjusted EBITDA, adjusted EBITDAR and net leverage. These non-GAAP financial measures should be considered as a supplement to and not a substitute for measures prepared in accordance with GAAP. For a reconciliation of non-GAAP financial measures discussed during this call to the most directly comparable GAAP measure, please refer to the earnings release and the appendix included in the investor presentation, which are both published and available on the Investor Relations section of PACS Group's website. I'll now turn the call over to Jason Murray, Chairman and CEO. Jason Murray: Thanks, Ryan, and thanks, everyone, for joining us this morning. We're pleased to report another strong quarter for PACS and to close out the first half of 2026 with continued momentum across the organization. Building on the strong start we delivered in the first quarter, our …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Joshua Jergensen | President & Chief Operating Officer | USD 8,736,964 | Male | 1985 | Active |
Jason Murray | Co-Founder, Chief Executive Officer & Chairman | USD 8,712,620 | Male | 1980 | Active |
Mark Hancock | Co-Founder & Executive Vice Chairman | USD 8,712,620 | Male | 1976 | Active |
Carey Hendrickson | Chief Financial Officer | USD 5,873,302 | Male | 1962 | Active |
John Todd Mitchell | Chief Legal Officer & Secretary | USD 5,328,944 | Male | 1976 | Active |
Michelle Lewis | Chief Accounting Officer | USD 4,803,755 | Female | 1977 | Active |
Kelly Priegnitz | Chief Compliance Officer | — | Female | 1964 | Active |
Trent Bingham | Chief Human Resources Officer | — | Male | 1972 | Active |
Ryan Welch | Director of Corporate Finance | — | — | — | Active |
PACS Group NYSE: PACS reported second-quarter 2026 revenue growth of 9.1% and adjusted EBITDA growth of 25% from a year earlier, citing higher occupancy, improved skilled nursing patient mix and continued progress across acquired facilities as they mature within its operating model.
PACS Group, Inc. (PACS) Q2 2026 Earnings Call Transcript
PACS Group, Inc. (PACS) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.31 per share a year ago.
SALT LAKE CITY--(BUSINESS WIRE)--PACS Group, Inc. (NYSE: PACS) (“PACS” or the “Company”), which together with its subsidiaries is one of the largest post-acute healthcare companies in the United States, announced operating results for the second quarter of 2026. Second Quarter 2026 Financial Highlights Revenue was $1.43 billion, an increase of 9.1% over prior year. Net income was $76.3 million, an increase of $25.4 million, or 49.8% from $51.0 million in the prior-year period. Diluted Earnings.
Investors interested in Medical Services stocks are likely familiar with PACS Group, Inc. (PACS) and Alignment Healthcare (ALHC). But which of these two companies is the best option for those looking for undervalued stocks?
| Fecha del informe | Empleados | Tipo de formulario | Fecha de presentación | Archivo SEC |
|---|---|---|---|---|
| 31 dic 2024 | 45,680 | 10-K | 19 nov 2025 | Ver |
