PACS Sees 2026 Adjusted EBITDA of $555M-$575M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy PACS?
Sees 2026 adjusted EBITDA $555M-$575M. The company said, "As of today, PACS's growing portfolio comprises 323 healthcare operations across 17 states. PACS owns 56 facilities and holds 38 purchase options on leased facilities and 20 purchase options through partnerships or ROFOs/ROFRs. The Company's strategy remains focused on expanding its footprint through a balanced approach to leasing and acquiring real estate. In addition, PACS is actively evaluating opportunities to acquire both high-performing and underperforming operations across multiple states, with the goal of driving growth and unlocking long-term value."
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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: 37.800
Low
40.00
Averages
42.60
High
47.00
Current: 37.800
Low
40.00
Averages
42.60
High
47.00
About PACS
PACS Group, Inc. is a holding company investing in post-acute healthcare facilities, professionals, and ancillary services. The Company is focused on delivering skilled nursing care through a portfolio of independently operated facilities. It also provides its independently operated facilities with a comprehensive suite of technology, support, and back-office services. The 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’s independent subsidiaries operate about 314 post-acute care and senior living facilities across 17 states, serving over 30,000 patients daily.
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 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 Acquires Three Post-Acute Care Facilities, Adding 230 Beds
- Network Expansion: PACS Group's acquisition of three post-acute care facilities in Alaska and Idaho adds 230 beds, significantly enhancing its market share and service capabilities in the post-acute care sector.
- Real Estate Acquisition: The deal includes the acquisition of real estate for two facilities in Alaska, while the Idaho facility will operate under a lease with a third-party landlord, demonstrating PACS's flexibility in asset management.
- Strategic Growth Focus: CEO Jason Murray stated that these acquisitions align with the company's core platform, aiming to achieve long-term performance growth by expanding high-acuity care services in strong markets.
- National Impact Enhancement: This expansion brings PACS's total community count to 324 across 17 states, serving over 31,000 patients, further solidifying its leadership position in the national post-acute care industry.
See More
Crewe Advisors Acquires 1,035,747 Shares of PACS Group for $22.72 Million
- Share Acquisition: Crewe Advisors disclosed in an SEC filing on January 16 that it acquired 1,035,747 shares of PACS Group for an estimated $22.72 million, indicating strong confidence in the company.
- Asset Growth: Following this transaction, Crewe Advisors' total holdings in PACS Group reached $82.45 million, a net increase of $67.19 million from the previous quarter, reflecting both new purchases and price appreciation.
- Market Performance: As of January 15, PACS shares were priced at $39.37, up 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its robust growth potential in the post-acute healthcare sector.
- Financial Health: PACS Group reported third-quarter revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, indicating its sustained cash generation capability in a defensive growth industry.
See More
Crewe Advisors Acquires Over 1 Million PACS Shares for $22.72 Million
- Share Acquisition: Crewe Advisors acquired 1,035,747 shares of PACS Group in Q4 for an estimated $22.72 million, indicating strong confidence in the company's future growth prospects.
- Position Value Increase: As of December 31, the total value of PACS holdings reached $82.45 million, reflecting a $67.19 million increase from the previous quarter due to both new purchases and stock price appreciation.
- Outstanding Market Performance: PACS shares surged 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its competitive strength in the post-acute healthcare sector.
- Financial Health: PACS reported Q3 revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, demonstrating its sustained cash generation capability in a defensive growth industry.
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 Acquires Three Post-Acute Care Facilities, Adding 230 Beds
- Network Expansion: PACS Group's acquisition of three post-acute care facilities in Alaska and Idaho adds 230 beds, significantly enhancing its market share and service capabilities in the post-acute care sector.
- Real Estate Acquisition: The deal includes the acquisition of real estate for two facilities in Alaska, while the Idaho facility will operate under a lease with a third-party landlord, demonstrating PACS's flexibility in asset management.
- Strategic Growth Focus: CEO Jason Murray stated that these acquisitions align with the company's core platform, aiming to achieve long-term performance growth by expanding high-acuity care services in strong markets.
- National Impact Enhancement: This expansion brings PACS's total community count to 324 across 17 states, serving over 31,000 patients, further solidifying its leadership position in the national post-acute care industry.
See More
Crewe Advisors Acquires 1,035,747 Shares of PACS Group for $22.72 Million
- Share Acquisition: Crewe Advisors disclosed in an SEC filing on January 16 that it acquired 1,035,747 shares of PACS Group for an estimated $22.72 million, indicating strong confidence in the company.
- Asset Growth: Following this transaction, Crewe Advisors' total holdings in PACS Group reached $82.45 million, a net increase of $67.19 million from the previous quarter, reflecting both new purchases and price appreciation.
- Market Performance: As of January 15, PACS shares were priced at $39.37, up 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its robust growth potential in the post-acute healthcare sector.
- Financial Health: PACS Group reported third-quarter revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, indicating its sustained cash generation capability in a defensive growth industry.
See More
Crewe Advisors Acquires Over 1 Million PACS Shares for $22.72 Million
- Share Acquisition: Crewe Advisors acquired 1,035,747 shares of PACS Group in Q4 for an estimated $22.72 million, indicating strong confidence in the company's future growth prospects.
- Position Value Increase: As of December 31, the total value of PACS holdings reached $82.45 million, reflecting a $67.19 million increase from the previous quarter due to both new purchases and stock price appreciation.
- Outstanding Market Performance: PACS shares surged 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its competitive strength in the post-acute healthcare sector.
- Financial Health: PACS reported Q3 revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, demonstrating its sustained cash generation capability in a defensive growth industry.
See More
