The Pennant Group, Inc. (PNTG) Earnings
The Pennant Group, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.33. PNTG has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise +5.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.31 | $0.32 | +3.2% | $285M | +1.6% |
| Feb 26, 2026 | $0.31 | $0.34 | +9.7% | $289M | +3.4% |
| Nov 5, 2025 | $0.29 | $0.30 | +3.4% | $229M | -16.8% |
| Aug 6, 2025 | $0.26 | $0.27 | +3.8% | $220M | +2.3% |
| Feb 27, 2025 | $0.24 | $0.24 | +0.0% | $189M | +1.6% |
| Feb 28, 2024 | $0.22 | $0.22 | +0.0% | $146M | +5.3% |
| May 4, 2023 | $0.15 | $0.13 | -13.3% | $126M | +3.4% |
| Feb 23, 2023 | $0.18 | $0.18 | +0.0% | $125M | +7.0% |
| Feb 28, 2022 | $0.15 | $0.07 | -53.3% | $112M | +1.9% |
| May 6, 2021 | $0.18 | $0.11 | -38.9% | $106M | -21.8% |
| Feb 24, 2021 | $0.20 | $0.17 | -15.0% | $108M | -13.0% |
| Nov 10, 2020 | $0.17 | $0.18 | +5.9% | $98M | +6.3% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Acknowledged dedication of Pennant's people. • 2026 Q1 had strong results across businesses with revenue, adjusted EBITDA, adjusted diluted earnings per share up. • Committed to improving operational performance in new and mature operations. • Added 101 CEOs in training in 2025 and 47 more in 2026 YTD. Elevated 11 local CEOs and 24 other local C-level leaders in 2025. • Transition of Tennessee, Alabama, and Georgia operations from United Healthcare continues with two waves fully into systems, continuing through October. • Home health and hospice segment growth driven by clinical outcomes, payer relationships, local leaders. • Senior living segment delivered meaningful progress in revenue, adjusted EBITDA, and occupancy. • Service center and segment leaders integrating new operations into systems.
Guidance
• Not adjusting guidance at this time, but pointing to the upper end of the guidance range.
Segment performance
Home health and hospice segment: Quarterly revenue of $229.1 million, an increase of $69.2 million or 43.3% over the prior year quarter. Segment-adjusted EBITDA of $33.6 million, up $8.5 million or 33.7%, and segment-adjusted EBITDA prior to NCI of $35.4 million, up $9.5 million or 36.6% each over the prior year quarter. Total home health admissions reached 30,721, an increase of 62.7%, while Medicare home health admissions rose to 13,303, an increase of 75.1% each over the prior year quarter. Hospice average daily census reached 5,199, an increase of 37%, and same-store hospice average daily census grew to 3,952, an increase of 10.2% each over the prior year quarter. Same-store segment-adjusted EBITDA margin prior to NCI was 17.2%, a 110 basis point improvement over the prior year quarter. Senior living segment: Revenue of $56.3 million increased $6.3 million or 12.6%. Adjusted EBITDA of $6.4 million increased $1.5 million or 30.6%. Segment adjusted EBITDA margin improved to 11.8%, a 190 basis point increase each over the prior year quarter. Same store occupancy rose to 81%, up 180 basis points, while all store occupancy reached 78.6%, up 10 basis points, each over the prior year quarter.
Risks & headwinds
• Forward-looking statements involve risks and uncertainties that may cause actual results to differ materially from those expressed or implied. • Transition activity may bring operational challenges. • Labor cost pressure. • Macro factors like fuel price impact. • Regulatory risks related to fraud, waste, and abuse.
Analyst Q&A
Q: Brian Tanvalet with Jefferies asked about integration progress of Metasys United assets and KPIs.
A: Have moved through first two integration waves, begun third, working on leadership development. Census rebounded during transition, expect margin improvement as transition services agreement costs roll off.
Q: Raj Kumar with Stevens asked about Medicare admission growth in home health.
A: Local teams executing well, model built for being provider of choice, optimistic about being chosen in community.
Q: David McDonald with Truist asked about payer conversations and fraud, waste, abuse.
A: Positive payer conversations, invested in team, have industry-leading compliance program. Opportunities as bad actors rooted out.
Q: Ben Hendrix with RBC Capital Markets asked about hospice CAP and competition.
A: Monitoring CAP, local teams using tactics to address, competition in higher reimbursement markets.
Q: Stephen Baxter with Wells Fargo asked about guidance.
A: Don't want to declare victory yet, will look at performance through end of Q2 to adjust.
Q: Jarrett Hassa with William Blair asked about same agency margin levers.
A: Model about people and ownership, offset revenue decline through home health value-based purchasing, efficient care planning, and continuum of care.
Q: Jarrett Hassa with William Blair asked about senior living acquisitions.
A: Newer acquisitions are distressed assets with long-term upside, Capitol Hill is example of transformation, excited to integrate new ones.