Recent 8-K filings for PACS

• August 4, 2026, 4:03 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  PACS Group Q2 2026 revenue $1.43B (+9.1% YoY), net income $76.3M (+49.8%), adjusted EPS $0.63

  Diluted EPS $0.47 (+51.6% YoY); adjusted EPS $0.63 (+34.0% YoY).

• June 15, 2026, 4:15 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×3

  PACS Group stockholders elect Dilsaver and Hancock as Class II directors; all proposals approved

  Evelyn Dilsaver elected with 138.6M votes for; Mark Hancock with 145.1M votes for.

• May 11, 2026, 4:18 PM ET earnings materiality 0.78 positive item 2.02item 9.01

  PACS Group Q1 revenue $1.42B (+11.2% YoY), net income up 184%; raises FY2026 Adj. EBITDA guidance

  Net income $80.7M, up 184.2% from $28.4M YoY; Adjusted EBITDA $170.4M, up 74.6%.

• April 27, 2026, 7:59 PM ET leadership materiality 0.55 neutral item 5.02item 7.01item 9.01

  PACS Group appoints Carey Hendrickson as CFO; co-founder Mark Hancock to retire as executive officer June 30

  Appointed Carey Hendrickson as CFO, effective April 27, 2026.

• March 5, 2026, 6:59 PM ET leadership materiality 0.70 positive item 5.02item 7.01item 9.01

  PACS Group appoints Optum CEO Dr. Patrick Conway to its Board of Directors

  Appointment effective March 4, 2026; Dr. Conway will serve as Class III director until 2027 annual meeting.

• February 26, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  PACS Group FY2025 revenue $5.29B (+29.3%); guides FY2026 rev $5.65-5.75B

  FY2025 net income $191.5M; adjusted EBITDA $505.0M; Q4 net income $59.8M.

• December 23, 2025, 6:59 PM ET other material materiality 0.10 neutral item 5.07

  PACS Group annual meeting results: all proposals pass, directors elected

  Elected Taylor Leavitt and Jacqueline Millard as Class I directors with ~138.8M votes each.

• December 1, 2025, 6:59 PM ET other material materiality 0.70 negative item 1.01item 9.01 ◈ Material Agreements

  PACS Group enters into Sixth Amendment to credit agreement, waiving defaults and modifying cash covenant

  Sixth Amendment waives all previously identified events of default under forbearance agreement dated Oct. 21, 2025.

• November 19, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  PACS Group Q3 2025 revenue $1.34B (+31% YoY), net income $52.3M, completes restatement

  Revenue $1.34B (+31% YoY); net income $52.3M; adjusted EBITDA $131.5M.

• November 6, 2025, 6:59 PM ET other material materiality 0.75 negative item 8.01

  PACS Group extends credit forbearance to Nov 30, 2025; working to cure SEC filing delinquency for NYSE compliance

  Forbearance period under credit agreement extended by administrative agent through November 30, 2025.

• September 11, 2025, 7:59 PM ET other material materiality 0.80 negative item 2.02item 9.01

  PACS Group: NYSE extends listing to Nov 19; interim CFO named; H1 occupancy 88.9%, cash $294M

  NYSE extended additional trading period through Nov 19, 2025 to allow PACS to complete financial restatement and become current with filings.

• September 10, 2025, 7:59 PM ET other material materiality 0.75 negative item 8.01

  NYSE grants PACS Group additional trading period until Nov 19, 2025 to file delinquent reports

  NYSE extended PACS's trading window to Nov 19, 2025, subject to ongoing monitoring, to regain filing compliance.

• September 8, 2025, 7:59 PM ET leadership materiality 0.75 negative item 5.02

  PACS CFO Derick Apt resigns after violating Code of Conduct; Mark Hancock named interim CFO

  Derick Apt resigned Sept 2, 2025 after Audit Committee found he accepted high-value items from business associates, violating company policies.

• August 15, 2025, 7:59 PM ET other material materiality 0.85 negative item 1.01item 2.03item 5.02

  PACS Group enters forbearance on credit defaults; president P.J. Sanford resigns

  Lenders agreed to forbear until Oct 31, 2025 (extendable to Nov 30) on representation/warranty defaults for FY2024 and Q1 2025.

• June 16, 2025, 7:59 PM ET other material materiality 0.85 negative item 4.02 ◈ Auditor Changes

  PACS Group restates Q1-Q2 2024 revenue; overstatement estimated at $61-65M

  Audit Committee concludes Q1 2024 and Q2 2024 financials should no longer be relied upon.

• June 2, 2025, 7:59 PM ET other material materiality 0.75 negative item 1.01item 2.03item 8.01

  PACS Group gets NYSE extension to Sept 2, 2025 for delinquent filings; amends credit agreement

  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.

• April 1, 2025, 7:59 PM ET debt materiality 0.10 neutral item 1.01item 2.03

  PACS Group amends credit agreement to extend audited FY2024 financials delivery deadline to 135 days

  Amendment allows PACS Holdings to deliver audited FY2024 financials within 135 days vs. prior 90-day covenant.

• November 26, 2024, 6:59 PM ET regulatory materiality 0.50 negative item 3.01item 7.01item 9.01

  PACS Group receives NYSE notice for late Q3 10-Q filing amid audit investigation

  Received NYSE noncompliance notice on Nov 20, 2024, for failure to file Q3 10-Q by due date.

• November 15, 2024, 6:59 PM ET other materiality 0.20 neutral item 1.01item 2.03item 9.01

  PACS Group amends credit agreement to extend Q3 2024 financial statement delivery deadline to 52 days

  Amendment extends deadline for unaudited Q3 2024 financials from 45 to 52 days after quarter end.

• November 6, 2024, 6:59 PM ET regulatory materiality 0.70 negative item 2.02item 9.01

  PACS Group postpones Q3 earnings; discloses federal investigation and preliminary metrics

  Audit Committee investigating third-party allegations; company received civil investigative demands from federal government.

• August 12, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  PACS Group Q2 revenue $981.8M (+29% YoY); GAAP net loss $10.9M on $90.9M IPO stock comp; raises FY2024 guidance

  GAAP net loss of $10.9M for Q2 2024 due to $90.9M stock-based compensation from IPO RSU grants.

• June 21, 2024, 7:59 PM ET other material materiality 0.25 neutral item 5.02

  PACS Group assigns director committee roles effective June 19, 2024

  Evelyn Dilsaver named chair of nominating & governance committee; also serves on audit and compensation.

• May 13, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  PACS Group Q1 net income $49.1M (+31% YoY), rev $934.7M (+32%); guides FY adj EBITDA $351-361M

  GAAP net income $49.1M (+31% YoY), GAAP EPS $0.38 (+31%); revenue $934.7M (+32% YoY).

• April 15, 2024, 7:59 PM ET other material materiality 0.50 neutral item 1.01item 5.03item 9.01 ◈ Governance Changes ×2

  PACS Group completes IPO, enters registration rights and stockholders agreements

  IPO of common stock closed; Registration Rights Agreement and Stockholders Agreement dated April 10, 2024 executed.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event other_material

7 positive 10 negative 7 neutral

source · PACS on sec.gov