PACS Group, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Q2 2026 revenue $1.43B (+9.1% YoY), net income $76.3M (+49.8% YoY), diluted EPS $0.47 (+51.6% YoY). Adjusted EBITDA $166.8M (+24.6% YoY). Company raised full-year 2026 Adjusted EBITDA guidance to $640–660M (from $605–625M) and revenue to $5.75–5.85B (from $5.65–5.75B). Closed 20 of 34 Eduro Healthcare facility acquisitions (3,633 beds across six states) on August 1, 2026; remaining 14 facilities expected to close Q3–Q4. Same-store SNF occupancy improved to 90.6% from 89.1% YoY; skilled mix increased 100 bps to 30.0%.
Why this rating
Strong operational beat with material guidance raise (~$35M midpoint EBITDA increase); meaningful M&A completion ($3.6B bed portfolio) represents ~11–12% of company market cap. Significant but execution dependent.
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