earnings
confidence high
sentiment positive
materiality 0.80
PACS Group FY2025 revenue $5.29B (+29.3%); guides FY2026 rev $5.65-5.75B
PACS Group, Inc.
2025-FY EPS
reported $1.22
vs consensus $0.47
▲ beat
(+157.2%)
- 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.