PACS Group, Inc. operates as a holding company, primarily focused on delivering post-acute healthcare services. This encompasses operating various facilities, providing skilled ...
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Est. EPS $0.57 · Revenue $1.45B · 3 analysts
Est. EPS $0.61 · Revenue $1.52B · 3 analysts
Est. EPS $2.38 · Revenue $5.82B · 2 analysts
Est. EPS $0.65 · Revenue $1.59B · 1 analysts
EPS $0.75 · Revenue $3.11B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $5.3B | +29.3% | +0.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $191.5M | +243.5% | -5.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +21.9% | +13.1% | +44.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +5.9% | +94.5% | -9.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +3.6% | +165.6% | -5.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $298.8M | +1604.4% | -49.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +5.6% | +1218.0% | -49.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 366.6% | -25.7% | -9.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.07x | +11.4% | -8.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $5.6B | +6.5% | -0.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 31,654 | $43.61 |
| Aug 21, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 27,590 | $44.25 |
| Aug 20, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 77,427 | $43.77 |
| Aug 20, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 13,879 | $44.76 |
| Aug 19, 2026 | Murray Jason Hulse | director, 10 percent owner, officer: Co-Founder, CEO & Chairman | Common Stock | D | 84,650 | $44.26 |
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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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?
| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2024 | 45,680 | 10-K | Nov 19, 2025 | View |
