)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
PACS Group
PACS Group (PACS) investor relations material
PACS Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue rose 11.5% YoY to $1,498.6M; net income increased 16.2% to $60.8M and Adjusted EBITDA grew 33.6% to $175.7M.
Same-store SNF revenue grew 6.4%, with occupancy and skilled mix improving; quarter-end operations totaled 355 facilities across 20 states.
FY 2026 revenue and Adjusted EBITDA guidance increased, including contributions from Florida and Texas acquisitions and near-term integration investment.
Financial highlights
Q3 revenue was $1,498.6M vs. $1,344.6M YoY; operating income was $99.7M vs. $86.3M, and net income was $60.8M vs. $52.3M.
Q3 diluted EPS was $0.37 vs. $0.32; Adjusted EPS was $0.63 vs. $0.46, up 37%.
Adjusted Net Income was $104.0M vs. $75.9M; Adjusted EBITDA was $175.7M vs. $131.5M, and Adjusted EBITDAR was $273.9M.
Nine-month revenue was $4,347.1M vs. $3,931.0M; net income was $217.8M vs. $131.7M, and Adjusted EBITDA was $512.8M vs. $363.0M.
Q3 cost of services rose 9.2% to $1.142B; G&A increased to $138.4M, including higher stock compensation and an executive accelerated-vesting charge.
Outlook and guidance
FY 2026 revenue guidance increased to $5.95B–$6.05B from $5.75B–$5.85B; midpoint implies ~13% growth over 2025.
Adjusted EBITDA guidance increased to $685M–$695M from $640M–$660M; midpoint implies ~37% growth over 2025.
Guidance includes partial-year contributions from 32 Florida facilities and 11 Texas operations, plus near-term integration investment.
Guidance includes $5M of Ohio retroactive quality incentive payments received in October; future state incentive payments remain uncertain in timing and amount.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from PACS Group
- Raised 2026 EBITDA guidance to $650M, driven by acquisitions, high occupancy, and operational excellence.PACS
2026 Jefferies Healthcare Services and Technology Conference - Q2 2026 revenue up 9.1% and net income up 49.8%, with guidance raised amid regulatory risks.PACSQ2 2026
- Board elections, auditor ratification, and executive pay all approved without stockholder questions.PACSAGM 2026
- Q1 2026 revenue up 11.2%, net income up 184%, and EBITDA guidance raised to $605–$625M.PACSQ1 2026
- Virtual meeting to elect directors, ratify auditor, and approve executive pay, with strong governance.PACSProxy filing
- Virtual annual meeting to vote on directors, auditor, and executive pay, with board support.PACSProxy filing
- Record 2025 growth, strong financials, and robust M&A pipeline position the company for 2026.PACSOppenheimer 36th Annual Healthcare MedTech & Services Conference
- 2025 revenue rose 29% to $5.29B, with strong earnings and robust 2026 growth outlook.PACSQ4 2025
- Q2 revenue up 29% year-over-year, but net loss driven by IPO stock compensation expense.PACSQ2 2024
Next PACS Group earnings date
Q4 202626 Feb, 2027
PACS Group
Next PACS Group earnings date
Q4 202626 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.