The strong growth across both segments and positive 2026 guidance suggest continued momentum. Traders should monitor integration of recent acquisitions and execution on the Southeast expansion strategy mentioned in the earnings call.
Price Chart
Executive Summary
Pennant Group reported strong fourth quarter and full year 2025 results with significant revenue and earnings growth across both home health/hospice and senior living segments. Total revenue increased 36.3% year-over-year to $947.7 million, driven by a 41.0% increase in home health and hospice revenue. The company also provided 2026 guidance with revenue expected between $1.13 billion and $1.17 billion and adjusted EPS between $1.26 and $1.36.
Key Financial Metrics
Key Facts
- Total revenue for 2025 was $947.7 million, up 36.3% from prior year
- GAAP diluted EPS was $0.84 for full year 2025
- Adjusted diluted EPS was $1.18 for full year 2025
- Home health and hospice revenue grew 41.0% to $732.7 million
- Senior living revenue grew 22.3% to $215.0 million
- 2026 guidance: revenue $1.13B-$1.17B, adjusted EPS $1.26-$1.36
- Home health admissions increased 44.1% to 86,076
- Hospice average daily census increased 28.6% to 4,204
Financial Impact
Revenue increased by $252.5 million (36.3%) and net income increased by $7.0 million (31.1%) in 2025
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Home Health and Hospice Services | $732.7M | +41.0% |
| Senior Living Services | $215.0M | +22.3% |
Risk Factors
- Forward-looking statements in the filing are subject to risks and uncertainties
- Guidance excludes unannounced acquisitions
- Dependence on reimbursement rates from government programs
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 11 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (PNTG) — Batch item 1 | 0001766400-26-000011 |
| Document: pntg-20260225.htm | 0001766400-26-000011 |
| Document: 0001766400-26-000011-index-headers.html | 0001766400-26-000011 |
| Document: 0001766400-26-000011-index.html | 0001766400-26-000011 |
| Document: 0001766400-26-000011.txt | 0001766400-26-000011 |
| 8-K Filing (PNTG) — Batch item 6 | 0001766400-26-000011 |
| Document: pntg-20260225.htm | 0001766400-26-000011 |
| Document: 0001766400-26-000011-index-headers.html | 0001766400-26-000011 |
| Document: 0001766400-26-000011-index.html | 0001766400-26-000011 |
| Document: 0001766400-26-000011.txt | 0001766400-26-000011 |
| CONTEXT: Previous Earnings (2026-02-25) | 0001766400-26-000011 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 5w ago | Press Release | $40.03 | awaiting T+60 | — | $42.57 (+6.35%) |
Aug 10, 2026 11w ago | Insider Cluster | $39.64 | awaiting T+60 | — | $42.57 (+7.39%) |
Jul 28, 2026 12w ago | Press Release | $42.02 | awaiting T+60 | — | $42.57 (+1.31%) |
Jun 12, 2026 19w ago | Institutional Cluster | $32.85 $39.31 | ▲ +19.67% | ▲ +16.40% | $42.57 (+29.59%) |
Jun 4, 2026 20w ago | Press Release | $30.12 $37.08 | ▲ +23.11% | ▲ +21.23% | $42.57 (+41.33%) |
May 18, 2026 22w ago | Press Release | $34.98 $38.64 | ▲ +10.46% | ▲ +4.17% | $42.57 (+21.70%) |
May 14, 2026 23w ago | 144 | $35.55 $38.17 | ▲ +7.37% | ▲ +2.85% | $42.57 (+19.75%) |
May 4, 2026 24w ago | Press Release | $31.46 $41.13 | ▲ +30.74% | ▲ +28.00% | $42.57 (+35.31%) |
May 1, 2026 25w ago | Press Release | $31.10 $41.08 | ▲ +32.09% | ▲ +30.23% | $42.57 (+36.88%) |
Apr 1, 2026 29w ago | Press Release | $29.66 $36.95 | ▲ +24.58% | ▲ +10.42% | $42.57 (+43.53%) |
US Market Status
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