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PACS Group
PACS Group (PACS) investor relations material
PACS Group 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Company mission and operating model
Focused on revolutionizing post-acute care through decentralized, locally led, centrally supported operations.
Emphasizes values such as love and quality in care, with a mission-driven approach to staff recruitment and training.
Targets underperforming facilities, deploying unique leadership and clinical models to improve outcomes.
Prioritizes investment in people, training, and equipment to elevate care and occupancy rates.
Shares quality results with local partners, creating a virtuous cycle of referrals and improved financials.
Growth strategy and portfolio development
Began with two facilities in 2013, now operates 321 facilities with 31,000 patients and 47,000 employees.
Grows primarily through acquisition, focusing on facilities with low occupancy and operational challenges.
Maintains a mix of leased and owned properties, with a path to own nearly 50% of the portfolio in coming years.
Consolidation opportunities remain significant, with top nine providers holding only 11% market share.
Cohorts facilities as new, ramping, or mature, with performance improving over time.
Financial performance and capital deployment
Reported $5.14 billion in revenue and $456.9 million in Adjusted EBITDA over the last 12 months.
Holds $355.7 million in cash and a $600 million credit facility, providing strong liquidity for growth.
Net leverage is effectively zero, supporting further acquisitions and real estate investments.
Targets acquiring 20 facilities per year, with a healthy and diverse M&A pipeline.
Real estate strategy includes negotiating purchase options and leveraging HUD financing for flexibility.
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Next PACS Group earnings date
Q4 202513 Mar, 2026
PACS Group
Next PACS Group earnings date
Q4 202513 Mar, 2026
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Frequently asked questions
PACS Group Inc. is a holding company that invests in post-acute healthcare facilities, professionals, and ancillary services. Founded in 2013, PACS Group operates one of the largest post-acute care platforms in the United States. The company's subsidiaries manage over 220 post-acute care facilities across nine states, serving more than 20,000 patients daily. PACS Group focuses on skilled nursing, assisted living, and independent living facilities, also engaging in the acquisition, ownership, and leasing of healthcare-related properties. The company is headquartered in Farmington, Utah, and its shares are listed on the NYSE.
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