{"filings":[{"id":2051397,"accession_number":"0002001184-26-000031","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2026-08-04T20:03:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group Q2 2026 revenue $1.43B (+9.1% YoY), net income $76.3M (+49.8%), adjusted EPS $0.63","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.47 (+51.6% YoY); adjusted EPS $0.63 (+34.0% YoY).","Adjusted EBITDA $166.8M (+24.6% YoY); adjusted EBITDAR $261.5M.","Same-store SNF revenue +5.8%; occupancy 90.4% vs industry 79.5%; mature facilities occupancy 93.8%.","Cash from operations $371.8M in H1 2026; liquidity $756.6M including $164.5M cash.","Deployed $190.8M in real estate H1; previously announced Eduro acquisition adds 34 facilities in Texas."],"consensus_eps_estimate":null,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":2848492000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1056839,"accession_number":"0002001184-26-000026","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2026-06-15T20:15:11+00:00","items":["5.07"],"status":"ready","headline":"PACS Group stockholders elect Dilsaver and Hancock as Class II directors; all proposals approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Evelyn Dilsaver elected with 138.6M votes for; Mark Hancock with 145.1M votes for.","Ernst & Young LLP ratified as independent auditor for FY 2026 (152.9M for, 46.8K against).","Advisory say-on-pay approved with 132.0M votes for (~90.4% of votes cast excl. broker non-votes).","Over 97% of outstanding shares (~153M shares) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":13405,"accession_number":"0002001184-26-000024","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2026-05-11T20:18:54+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group Q1 revenue $1.42B (+11.2% YoY), net income up 184%; raises FY2026 Adj. EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $80.7M, up 184.2% from $28.4M YoY; Adjusted EBITDA $170.4M, up 74.6%.","Revenue $1.42B, +11.2% YoY; same-store SNF revenue +8.0%; occupancy 90.9% vs 89.6%.","FY2026 Adj. EBITDA guidance raised to $605M-$625M from prior range (incl. $16.3M CA WQIP benefit).","Cash from ops $236.3M; liquidity $795.1M including $248.0M cash; net leverage ~0.1x.","Mature facilities occupancy 94.8%, ramping 88.9%; 78.4% of SNFs rated 4 or 5 stars by CMS."],"consensus_eps_estimate":0.408,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":1420494000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97142,"accession_number":"0002001184-26-000011","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PACS Group appoints Carey Hendrickson as CFO; co-founder Mark Hancock to retire as executive officer June 30","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Carey Hendrickson as CFO, effective April 27, 2026.","Compensation includes $475k base salary, $3.8M target bonus, and $2M RSU award vesting over 3 years.","Mark Hancock to retire as executive officer on June 30, 2026, remains as Vice Chairman of the board.","Hendrickson previously CFO of U.S. Physical Therapy (USPH) and Capital Senior Living."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111683,"accession_number":"0002001184-26-000009","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PACS Group appoints Optum CEO Dr. Patrick Conway to its Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective March 4, 2026; Dr. Conway will serve as Class III director until 2027 annual meeting.","Dr. Conway is CEO of Optum, former CMS Deputy Administrator and CMMI director, and architect of value-based payment models.","His experience spans clinical practice, federal payment policy, and large-scale health services leadership.","PACS operates 320+ facilities across 17 states; reported FY2025 revenue of $5.29B (+29.3% YoY).","Company expects Conway's insight to aid navigation of CMS star ratings, reimbursement models, and regulatory landscape."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111682,"accession_number":"0002001184-26-000002","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group FY2025 revenue $5.29B (+29.3%); guides FY2026 rev $5.65-5.75B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 net income $191.5M; adjusted EBITDA $505.0M; Q4 net income $59.8M.","Q4 revenue $1.36B (+12.4% YoY); adjusted EBITDA $142.1M.","Mature facilities occupancy 94.9% vs. industry average 78.7%; 207 facilities with 4/5 CMS star rating.","FY2026 guidance: revenue $5.65-5.75B, adjusted EBITDA $555-575M.","Portfolio grew to 323 operated facilities across 17 states; added 8 facilities in 2025."],"consensus_eps_estimate":0.4743,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":5288932000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128318,"accession_number":"0002001184-25-000084","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PACS Group annual meeting results: all proposals pass, directors elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Taylor Leavitt and Jacqueline Millard as Class I directors with ~138.8M votes each.","Ratified Ernst & Young as independent auditor for FY2025 with ~149.1M FOR votes.","Advisory say-on-pay approved (~139.4M FOR); one-year frequency selected (~143.0M votes).","95.29% of outstanding shares represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128317,"accession_number":"0002001184-25-000079","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PACS Group enters into Sixth Amendment to credit agreement, waiving defaults and modifying cash covenant","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sixth Amendment waives all previously identified events of default under forbearance agreement dated Oct. 21, 2025.","Minimum liquidity covenant requiring $100M cash applies only until delivery of Q2 2026 financial statements.","Company transferred stock of certain subsidiaries to IntermediateCo and dissolved others as per amendment.","Paid amendment fee of 0.15% of aggregate Revolving Commitments to lenders signing the agreement.","Also obtained waiver of all existing defaults under Omega Master Lease dated June 30, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128316,"accession_number":"0002001184-25-000072","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group Q3 2025 revenue $1.34B (+31% YoY), net income $52.3M, completes restatement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.34B (+31% YoY); net income $52.3M; adjusted EBITDA $131.5M.","FY2025 guidance: revenue $5.25-5.35B, adj. EBITDA $480-490M.","Restatement reduced Q1 2024 rev by $14.9M, Q2 2024 rev by $46.1M.","Audit Committee investigation into short seller allegations completed.","Cash and equivalents $355.7M as of Sep 30, 2025, up from $157.7M Dec 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":3930953000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128315,"accession_number":"0002001184-25-000051","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"PACS Group extends credit forbearance to Nov 30, 2025; working to cure SEC filing delinquency for NYSE compliance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Forbearance period under credit agreement extended by administrative agent through November 30, 2025.","Landlords under Omega Master Lease also agreed to forbear through same date.","Company faces November 19, 2025 NYSE deadline to become current in SEC reporting.","Company continues working to regain compliance with NYSE timely filing criteria."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145123,"accession_number":"0002001184-25-000047","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group: NYSE extends listing to Nov 19; interim CFO named; H1 occupancy 88.9%, cash $294M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["NYSE extended additional trading period through Nov 19, 2025 to allow PACS to complete financial restatement and become current with filings.","Appointed Mark Hancock as interim CFO on Sept 3, 2025, replacing Derick Apt; Hancock previously served as CFO from 2013 to 2023.","As of June 30, 2025, operated 316 facilities with 32,208 skilled nursing beds; total facility occupancy 88.9% (industry avg 78.0%).","Cash and equivalents rose to $294.2M from $157.7M at Dec 31, 2024; expects record revenue and Adjusted EBITDA for H1 2025 when current."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145122,"accession_number":"0002001184-25-000043","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"NYSE grants PACS Group additional trading period until Nov 19, 2025 to file delinquent reports","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["NYSE extended PACS's trading window to Nov 19, 2025, subject to ongoing monitoring, to regain filing compliance.","Company has not filed Q3 2024, annual 2024, Q1 2025, or Q2 2025 reports due to independent audit committee investigation.","Prior financial statements for Q1 and Q2 2024 should no longer be relied upon; restatement is underway.","Company intends to complete restatement and file all delinquent reports within the extension period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145121,"accession_number":"0002001184-25-000041","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PACS CFO Derick Apt resigns after violating Code of Conduct; Mark Hancock named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Derick Apt resigned Sept 2, 2025 after Audit Committee found he accepted high-value items from business associates, violating company policies.","Separation agreement provides accelerated vesting of 82,116 RSUs; remaining unvested RSUs forfeited; non-compete waived.","Mark Hancock, co-founder and former CFO (2013-2024), appointed interim CFO effective Sept 3, 2025.","Company has commenced search for permanent CFO and added resources to finance and accounting functions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145120,"accession_number":"0002001184-25-000036","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["1.01","2.03","5.02"],"status":"ready","headline":"PACS Group enters forbearance on credit defaults; president P.J. Sanford resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lenders agreed to forbear until Oct 31, 2025 (extendable to Nov 30) on representation/warranty defaults for FY2024 and Q1 2025.","Defaults also triggered under Omega Master Lease; landlords joined forbearance.","Borrower must maintain min liquidity of $100M; no new loans or limited investments during forbearance.","President P.J. Sanford resigned Aug 15, 2025; consulting deal pays $16,666/month for up to 12 months with equity vesting.","Company will subsidize 12 months of Sanford's COBRA premiums under separation agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163508,"accession_number":"0002001184-25-000031","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["4.02"],"status":"ready","headline":"PACS Group restates Q1-Q2 2024 revenue; overstatement estimated at $61-65M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee concludes Q1 2024 and Q2 2024 financials should no longer be relied upon.","Revenue overstated by $15-17M for Q1 2024 and $46-48M for Q2 2024 due to Medicare Part B respiratory and therapy billing.","Restatement linked to compliance uncertainties and revenue recognition under ASC 606; material weaknesses expected.","Audit Committee investigation nearing completion; no integrity issues found for CEO, CFO, or CAO.","Company remains delinquent on Q3 2024, FY 2024, and Q1 2025 filings; NYSE extended compliance deadline to Sept 2, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163507,"accession_number":"0002001184-25-000026","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["1.01","2.03","8.01"],"status":"ready","headline":"PACS Group gets NYSE extension to Sept 2, 2025 for delinquent filings; amends credit agreement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["NYSE granted additional trading period through Sept 2, 2025 to file delinquent 10-Q (Sep 2024), 10-K (Dec 2024), and 10-Q (Mar 2025); max cure period Nov 19, 2025.","Amended credit agreement with Truist extends deadline for FY2024 audited financials to 195 days post-year-end (from 90), with possible further extension.","New covenant requires unrestricted cash and permitted investments of at least $100M until audited FY2024 financials delivered.","Delinquent filings due to ongoing independent investigation by Audit Committee (previously disclosed in NT 10-K/10-Q filings).","Company intends to file as soon as feasible, but no assurance of regaining compliance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163506,"accession_number":"0002001184-25-000010","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"PACS Group amends credit agreement to extend audited FY2024 financials delivery deadline to 135 days","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment allows PACS Holdings to deliver audited FY2024 financials within 135 days vs. prior 90-day covenant.","Further extensions permitted by written agreement with Administrative Agent or certain Lenders.","Amendment dated March 27, 2025; filed under Items 1.01 and 2.03 on Form 8-K dated April 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198222,"accession_number":"0002001184-24-000051","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"PACS Group receives NYSE notice for late Q3 10-Q filing amid audit investigation","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received NYSE noncompliance notice on Nov 20, 2024, for failure to file Q3 10-Q by due date.","Delay attributed to ongoing Audit Committee investigation of recent third-party allegations.","NYSE grants six-month cure period from Nov 19, 2024, to file the delinquent report.","Company intends to file within the cure period but can't assure full compliance with listing standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198221,"accession_number":"0002001184-24-000048","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PACS Group amends credit agreement to extend Q3 2024 financial statement delivery deadline to 52 days","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amendment extends deadline for unaudited Q3 2024 financials from 45 to 52 days after quarter end.","Possible further extension up to 82 days with written consent from Administrative Agent or Required Lenders.","No changes to other credit terms; borrowings and financial covenants unaffected.","Lenders include Truist Bank, Citibank, JPMorgan, KeyBank, Regions, RBC, Bank of Hope, BOKF, UBS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198220,"accession_number":"0002001184-24-000041","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group postpones Q3 earnings; discloses federal investigation and preliminary metrics","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Audit Committee investigating third-party allegations; company received civil investigative demands from federal government.","Preliminary Q3 2024: 76% of skilled nursing facilities (183) earned 4 or 5 star CMS QM rating.","Total facility occupancy 90.5% vs industry avg 77%; ramping facilities 93.9% occupancy.","Acquired 56 facilities across 6 new states, adding 2,889 skilled nursing beds and 1,334 assisted living units.","Expects over $600M cash and available liquidity at quarter end; earnings call postponed indefinitely."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214343,"accession_number":"0002001184-24-000037","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group Q2 revenue $981.8M (+29% YoY); GAAP net loss $10.9M on $90.9M IPO stock comp; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $10.9M for Q2 2024 due to $90.9M stock-based compensation from IPO RSU grants.","Revenue $981.8M, up 29% YoY and 5% sequentially; patient days grew 24.8% YoY.","Adjusted EBITDA $99.7M in Q2; full-year guidance raised to revenue $3.85-3.95B and Adj. EBITDA $370-380M.","Occupancy 91.0%; average Medicare daily rate up 9.5% and Medicaid up 3.5% YoY.","Added 28 facilities post-Q2, now operating 248 facilities across 13 states; real estate assets owned/through JV total 87."],"consensus_eps_estimate":null,"consensus_eps_actual":0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":1916567000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233565,"accession_number":"0002001184-24-000030","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"PACS Group assigns director committee roles effective June 19, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Evelyn Dilsaver named chair of nominating & governance committee; also serves on audit and compensation.","Taylor Leavitt named chair of compensation committee; also serves on audit and nominating committees.","Jaqueline Millard named chair of audit committee; also serves on compensation and nominating.","Changes approved by Board on June 19, 2024, effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233564,"accession_number":"0002001184-24-000012","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PACS Group Q1 net income $49.1M (+31% YoY), rev $934.7M (+32%); guides FY adj EBITDA $351-361M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $49.1M (+31% YoY), GAAP EPS $0.38 (+31%); revenue $934.7M (+32% YoY).","Adjusted EBITDA $88.5M (+34% YoY); adjusted EBITDAR $152.5M.","Total facilities occupancy 91.1%; Medicare daily rate up 11%, Medicaid up 5.3% vs prior year Q1.","Added 10 operating facilities in Q1 (1,334 skilled nursing, 174 assisted living beds); total operated facilities 218.","FY2024 guidance: revenue $3.65-3.75B, adjusted EBITDA $351-361M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":934721000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233563,"accession_number":"0001628280-24-016245","cik":2001184,"company_name":"PACS Group, Inc.","ticker":"PACS","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["1.01","5.03","9.01"],"status":"ready","headline":"PACS Group completes IPO, enters registration rights and stockholders agreements","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of common stock closed; Registration Rights Agreement and Stockholders Agreement dated April 10, 2024 executed.","Amended and restated certificate of incorporation and bylaws filed April 15, 2024, effective with IPO.","Registration Rights Agreement provides demand and piggyback registration rights; Form S-3 eligibility after IPO.","Stockholders Agreement governs certain governance and voting matters among stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6104565406.341072,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}