Company Reports Q4 Revenue of $1.36B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy PACS?
Reports Q4 revenue $1.36B, consensus $1.30B. The company said, "We're pleased with our overall 2025 results, which reflect our commitment to exceptional patient care, superb quality, consistent operational excellence, and forward-looking strategic growth. These results support our differentiated business model and our optimism for ongoing success. Quality care remains a key metric: PACS currently has a total of 207 facilities rated 4 or 5 QM Stars, including 80 Four-Star facilities and 127 Five-Star facilities - a key driver of our 29.3% revenue growth in 2025 compared to the prior year."
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Analyst Views on PACS
Wall Street analysts forecast PACS stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 33.710
Low
40.00
Averages
42.60
High
47.00
Current: 33.710
Low
40.00
Averages
42.60
High
47.00
About PACS
PACS Group, Inc. is a holding company. The Company, through its subsidiaries, is engaged in providing various skilled nursing facilities (SNF) and assisted living facilities (ALF) services. It provides senior care, assisted living, and independent living options in its communities. It operates 321 post-acute care facilities across 17 states serving over 31,700 patients daily. Its post-acute care ecosystem serves individuals who need additional help recuperating from acute conditions, illnesses, or serious medical procedures after they have been discharged from the hospital. This ecosystem ranges from higher acuity, higher-cost settings, such as long-term acute care hospitals and inpatient rehabilitation facilities, to lower acuity, lower-cost settings, such as assisted living facilities, and home health. The Company also provides independently operated facilities with technology, support, and back-office services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
PACS Group to Present at Oppenheimer Healthcare Conference
- Conference Details: PACS Group will present at the Oppenheimer 36th Annual Healthcare MedTech & Services Conference on March 17, 2026, from 12:40 to 1:10 p.m. Eastern Time, showcasing the company's operations and growth strategy.
- Executive Participation: CEO and Chairman Jason Murray, along with Interim CFO Mark Hancock, will jointly present at the conference, sharing relevant information to enhance investor understanding of the company.
- Live Webcast: The presentation will be available via live webcast, which will be archived approximately one hour after the event and accessible for 90 days, allowing investors who cannot attend live to obtain the information.
- Company Overview: Founded in 2013, PACS Group is one of the largest post-acute healthcare companies in the U.S., with independent subsidiaries operating over 320 post-acute care facilities across 17 states, serving more than 31,700 patients daily.
See More
PACS GROUP INC: UBS Increases Price Target from $42 to $44
Company Announcement: PACSGROUP Inc. has raised its target price for shares.
New Target Price: The new target price is set at $44, an increase from the previous $42.
See More
PACS GROUP INC.: Oppenheimer Increases Price Target to $42, Up from $40
- Price Increase Announcement: PACSGROUPE Inc. has raised its price target for Oppenheimer from $40 to $42.
- Market Implications: This adjustment reflects a positive outlook on the company's performance and potential growth in the market.
See More
PACS Group Projects Strong 2026 Revenue Growth
- Earnings Highlights: PACS Group reported a GAAP EPS of $1.22 for FY 2025, with revenue reaching $5.29 billion, reflecting a robust 29.3% year-over-year growth, underscoring the company's strong performance in the healthcare facilities sector.
- 2026 Revenue Guidance: The company projects revenue for 2026 to be between $5.65 billion and $5.75 billion, indicating strong confidence in future growth and providing clear financial guidance for investors.
- Adjusted EBITDA Outlook: PACS anticipates adjusted EBITDA in the range of $555 million to $575 million for 2026, highlighting the company's efforts in cost control and enhancing profitability.
- Market Performance: PACS Group has emerged as the top-performing healthcare facilities stock year-to-date, further solidifying its leadership position in the industry.
See More
PACS Group Reports Record Q4 2025 Earnings and Growth Outlook
- Record Performance: PACS Group reported Q4 2025 revenue of $1.36 billion, reflecting a 12% year-over-year increase, with net income of $59.8 million, showcasing the company's strong execution in integrating acquisitions and operational excellence, which is expected to drive future growth.
- Quality Improvement: Currently, 73.4% of the 207 facilities are rated 4 or 5 stars by CMS, with the average star rating in mature facilities rising to 4.4, indicating significant progress in enhancing clinical quality and customer satisfaction, thereby strengthening market competitiveness.
- Positive Outlook: PACS anticipates 2026 revenue between $5.65 billion and $5.75 billion, representing nearly 8% growth, with adjusted EBITDA projected to grow nearly 12%, reflecting the company's robust strategy for organic growth and disciplined capital allocation.
- Ongoing Acquisition Activity: Management plans to acquire approximately 5 facilities per quarter in 2026, and despite facing rising industry pricing challenges, the company maintains a strong acquisition pipeline, demonstrating confidence in future expansion.
See More
PACS Group to Release FY 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: PACS Group plans to release its fiscal year and fourth quarter 2025 financial results after market close on February 26, 2026, which is expected to provide critical financial data and business performance insights to help investors assess the company's future growth potential.
- Conference Call Announcement: Management will host a conference call on February 26, 2026, at 5:30 p.m. ET to discuss the financial results and related information, allowing investors to participate via webcast or by dialing in, thereby enhancing engagement with stakeholders.
- Investor Information Channels: The company encourages investors to regularly monitor its press releases, SEC filings, and webcasts for potentially material updates, ensuring transparency and timely communication of important developments.
- Company Background Overview: Founded in 2013, PACS Group is one of the largest post-acute healthcare platforms in the U.S., with independent subsidiaries operating over 320 post-acute care facilities across 17 states, serving more than 31,700 patients daily, highlighting its significant position and influence in the industry.
See More
PACS Group to Present at Oppenheimer Healthcare Conference
- Conference Details: PACS Group will present at the Oppenheimer 36th Annual Healthcare MedTech & Services Conference on March 17, 2026, from 12:40 to 1:10 p.m. Eastern Time, showcasing the company's operations and growth strategy.
- Executive Participation: CEO and Chairman Jason Murray, along with Interim CFO Mark Hancock, will jointly present at the conference, sharing relevant information to enhance investor understanding of the company.
- Live Webcast: The presentation will be available via live webcast, which will be archived approximately one hour after the event and accessible for 90 days, allowing investors who cannot attend live to obtain the information.
- Company Overview: Founded in 2013, PACS Group is one of the largest post-acute healthcare companies in the U.S., with independent subsidiaries operating over 320 post-acute care facilities across 17 states, serving more than 31,700 patients daily.
See More
PACS GROUP INC: UBS Increases Price Target from $42 to $44
Company Announcement: PACSGROUP Inc. has raised its target price for shares.
New Target Price: The new target price is set at $44, an increase from the previous $42.
See More
PACS GROUP INC.: Oppenheimer Increases Price Target to $42, Up from $40
- Price Increase Announcement: PACSGROUPE Inc. has raised its price target for Oppenheimer from $40 to $42.
- Market Implications: This adjustment reflects a positive outlook on the company's performance and potential growth in the market.
See More
PACS Group Projects Strong 2026 Revenue Growth
- Earnings Highlights: PACS Group reported a GAAP EPS of $1.22 for FY 2025, with revenue reaching $5.29 billion, reflecting a robust 29.3% year-over-year growth, underscoring the company's strong performance in the healthcare facilities sector.
- 2026 Revenue Guidance: The company projects revenue for 2026 to be between $5.65 billion and $5.75 billion, indicating strong confidence in future growth and providing clear financial guidance for investors.
- Adjusted EBITDA Outlook: PACS anticipates adjusted EBITDA in the range of $555 million to $575 million for 2026, highlighting the company's efforts in cost control and enhancing profitability.
- Market Performance: PACS Group has emerged as the top-performing healthcare facilities stock year-to-date, further solidifying its leadership position in the industry.
See More
PACS Group Reports Record Q4 2025 Earnings and Growth Outlook
- Record Performance: PACS Group reported Q4 2025 revenue of $1.36 billion, reflecting a 12% year-over-year increase, with net income of $59.8 million, showcasing the company's strong execution in integrating acquisitions and operational excellence, which is expected to drive future growth.
- Quality Improvement: Currently, 73.4% of the 207 facilities are rated 4 or 5 stars by CMS, with the average star rating in mature facilities rising to 4.4, indicating significant progress in enhancing clinical quality and customer satisfaction, thereby strengthening market competitiveness.
- Positive Outlook: PACS anticipates 2026 revenue between $5.65 billion and $5.75 billion, representing nearly 8% growth, with adjusted EBITDA projected to grow nearly 12%, reflecting the company's robust strategy for organic growth and disciplined capital allocation.
- Ongoing Acquisition Activity: Management plans to acquire approximately 5 facilities per quarter in 2026, and despite facing rising industry pricing challenges, the company maintains a strong acquisition pipeline, demonstrating confidence in future expansion.
See More
PACS Group to Release FY 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: PACS Group plans to release its fiscal year and fourth quarter 2025 financial results after market close on February 26, 2026, which is expected to provide critical financial data and business performance insights to help investors assess the company's future growth potential.
- Conference Call Announcement: Management will host a conference call on February 26, 2026, at 5:30 p.m. ET to discuss the financial results and related information, allowing investors to participate via webcast or by dialing in, thereby enhancing engagement with stakeholders.
- Investor Information Channels: The company encourages investors to regularly monitor its press releases, SEC filings, and webcasts for potentially material updates, ensuring transparency and timely communication of important developments.
- Company Background Overview: Founded in 2013, PACS Group is one of the largest post-acute healthcare platforms in the U.S., with independent subsidiaries operating over 320 post-acute care facilities across 17 states, serving more than 31,700 patients daily, highlighting its significant position and influence in the industry.
See More
