Recent 8-K filings for SGRY

• May 5, 2026, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Surgery Partners Q1 revenue $810.9M (+4.5%), net loss $35.9M; reaffirms FY guidance

  Revenue $810.9M (+4.5% YoY); same-facility revenue +4.4% on 0.6% case growth and 3.8% revenue per case.

• March 2, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  Surgery Partners Q4 rev $885M (+2.4%), Adj. EBITDA $156.9M (-4.2%), net loss $15M, 2026 guidance, $200M buyback

  Revenue $885.0M (+2.4% YoY); full-year $3.3B (+6.2%). Same-facility revenue +3.5% Q4.

• December 16, 2025, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Surgery Partners subsidiary issues additional $425M of 7.25% Senior Notes due 2032

  Surgery Center Holdings issued $425M add-on to existing 7.250% Senior Notes due 2032; total now $1.225B.

• December 12, 2025, 6:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Surgery Partners subsidiary prices $425M add-on of 7.250% senior notes due 2032

  Issuer Surgery Center Holdings priced $425M aggregate principal of 7.250% senior unsecured notes due 2032.

• December 11, 2025, 6:59 PM ET debt materiality 0.60 neutral item 7.01item 9.01

  Surgery Partners subsidiary to offer $425M add-on 7.250% senior notes due 2032

  Intent to offer $425M additional 7.250% Senior Notes due 2032, same series as April 2024 issuance.

• November 12, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  Surgery Partners appoints Justin Oppenheimer as COO and National Group President effective Jan 1, 2026

  Oppenheimer joins from Hospital for Special Surgery, where he was Chief Strategy Officer and COO.

• November 10, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Surgery Partners Q3 revenue up 6.6% to $821.5M, net loss $22.7M; FY guidance cut

  Revenue $821.5M (+6.6% YoY); same-facility revenue +6.3%, cases +3.4%.

• September 16, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02

  Surgery Partners' National Group President Harrison R. Bane resigns effective Oct 3, 2025

  Harrison R. Bane, National Group President, resigns effective October 3, 2025.

• August 13, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Surgery Partners closes $1.383B term loan refinancing; extends maturities to 2030/2028

  New $1.383B 2025 Refinancing Term Loans replace existing term loans; maturity extended to Dec 19, 2030.

• August 6, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02

  Surgery Partners Chairman Wayne DeVeydt resigns; Blair Hendrix named new Chairman

  Wayne S. DeVeydt resigned as director and Executive Chairman effective August 4, 2025.

• August 5, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Surgery Partners Q2 revenue up 8.4% to $826.2M; Adj EBITDA $129M, up 9%; reaffirms FY2025 guidance

  Revenue $826.2M (+8.4% YoY); same-facility revenue +5.1%, same-facility cases +3.4%.

• June 17, 2025, 7:59 PM ET other material materiality 0.75 neutral item 7.01item 9.01

  Surgery Partners ends Bain Capital buyout talks; reaffirms 2025 guidance

  Special Committee determined that remaining independent provides greater long-term value than Bain Capital's acquisition proposal.

• June 6, 2025, 7:59 PM ET other material materiality 0.25 neutral item 5.02item 5.07item 9.01

  Surgery Partners shareholders re-elect three directors and approve 2025 incentive plan at annual meeting

  Stockholders re-elected John A. Deane, Teresa DeLuca, M.D., and Wayne S. DeVeydt as Class I directors for three-year terms.

• May 12, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Surgery Partners Q1 revenue up 8.2% to $776M; Adj EBITDA $103.9M (+6.6%); net loss $37.7M

  Same-facility revenue +5.2%, same-facility cases +6.5% YoY; revenue per case -1.2%.

• March 3, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Surgery Partners Q4 revenue up 17.5% to $864.4M; Adj EBITDA +15.1%; sets 2025 guidance

  Q4 revenue $864.4M (+17.5% YoY); full-year revenue $3.1B (+13.5% YoY).

• January 28, 2025, 6:59 PM ET M&A materiality 0.85 neutral item 8.01item 9.01

  Surgery Partners receives $25.75/share buyout proposal from Bain Capital; Bain owns ~39%

  Bain Capital proposes to acquire all outstanding shares not already owned for $25.75 per share in cash.

• January 13, 2025, 6:59 PM ET leadership materiality 0.25 neutral item 5.02item 9.01

  Surgery Partners appoints Dr. Laura L. Forese to Board of Directors, effective Jan 10, 2025

  Dr. Forese, former EVP and COO of New York-Presbyterian, appointed as independent director.

• November 12, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Surgery Partners Q3 revenue $770.4M (+14.3% YoY); adjusted EBITDA $128.6M (+21.9%)

  Revenue $770.4M, +14.3% YoY; same-facility revenue +4.2% on 3.7% case growth.

• August 23, 2024, 7:59 PM ET other material materiality 0.40 neutral item 4.01item 9.01

  Surgery Partners dismisses Deloitte, engages EY as auditor

  Deloitte & Touche dismissed as independent auditor effective Aug 21, 2024; no adverse opinions or disagreements.

• August 6, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Surgery Partners Q2 revenue +14.2% to $762.1M; raises FY2024 guidance

  Revenue $762.1M (+14.2% YoY); same-facility revenue up 9.9%, cases up 3.9%.

• June 20, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Surgery Partners closes $1.4B term loan refinancing, extending maturity to 2030

  $1.4B aggregate principal of 2024 Refinancing Term Loans priced at Term SOFR + 2.75% or base rate + 1.75%.

• June 11, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Surgery Partners shareholders approve all four proposals at 2024 annual meeting

  Re-elected Class III directors Clifford Adlerz, J. Eric Evans, Blair Hendrix, and Andrew Kaplan.

• May 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Surgery Partners Q1 revenue up 7.7% to $717.4M, Adjusted EBITDA $97.5M; raises FY outlook

  Net loss $12.4M; Adjusted EBITDA $97.5M (+8.2% YoY); margin 13.6%.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

5 positive 2 negative 16 neutral

source · SGRY on sec.gov