PACS Group, Inc.
PACS
Jodie read · what matters now
Revenue increased 11.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to PACS, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-11 against the comparable filing from 2025-11-19.
What improved
- Revenue increased 11.2% versus the comparable filing period.
- Operating margin improved 4.7 percentage points.
- Net income increased 183.4% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“This increase was further driven by an increase in cash flows from the change in operating assets and liabilities of $13.7 million due primarily to the timing of accounts receivable collections as well as the timing of payables and other accrued liabilities.”
“This increase was primarily due to an increase in salaries and wages of $11.4 million due to growth in operations and an increase in stock- based compensation expense recognized during the quarter which accounted for $8.1 million of the increase.”
“Other revenue - Other revenue increased by $0.4 million for the three months ended March 31, 2026 compared to the same period in the prior year due to a change in lease income over these periods.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind PACS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
PACS is currently a Leader in the organic co-movement group Skilled Nursing Facilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for PACS; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.