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).

• 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%.

• 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 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.

• 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.

• 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).

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