10-K · February 26, 2026
The Pennant Group, Inc. reported a strong fiscal year 2025 with a 36.3% increase in revenue, reaching $947.7 million, largely driven by acquisitions and organic growth across its home health and hospice services. The…
Earnings analysis · 10-Q
PNTG earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
The Pennant Group, Inc. reported Q1 2026 results with a total revenue of $285.4 million, surpassing estimates of $280.9 million, but with an EPS of $0.24, falling short of the anticipated $0.29. Despite this earnings…
Read full summary
The Pennant Group, Inc. reported Q1 2026 results with a total revenue of $285.4 million, surpassing estimates of $280.9 million, but with an EPS of $0.24, falling short of the anticipated $0.29. Despite this earnings miss, the company remains optimistic about growth led by robust performances in home health services and effective acquisition integration.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.24
- Gross margin
- 19.8%
What stood out
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Revenue Exceeds Estimates
The company reported revenue of $285.4 million, exceeding the estimated $280.9 million for Q1 2026.
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EPS Misses Estimates
Reported EPS came in at $0.24, below the expected $0.29 for the quarter.
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Growth in Home Health Services
Management highlighted strong performance in home health services as a key growth driver.
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Solid Revenue Growth Year-over-Year
Q1 2026 revenue showed significant strength compared to $229 million in Q1 2025, reflecting a 24.6% year-over-year growth.
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Confidence in Operational Integration
Management noted improvements in integrating acquisitions, contributing to operational efficiencies.
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Strong Performance despite Margin Compression
Gross margin for the quarter stood at 19.8%, slightly lower than the prior quarter's 19.9%.
What to watch
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Regulatory and Reimbursement Risk
The company remains exposed to regulatory changes affecting reimbursement, which could impact profitability.
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Integration Challenges with Acquisitions
Management flagged ongoing integration challenges that could disrupt operational efficiencies in future quarters.
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AI Regulatory Risks
An additional risk factor has been noted regarding the regulation of artificial intelligence, which may increase compliance costs.
Management's outlook
No specific numeric guidance was provided; management expressed confidence in growth prospects.
Earlier filings 4
10-Q · November 5, 2025
The Pennant Group reported strong Q3 2025 results, with revenues rising 26.8% to $229 million and EPS beating estimates at $0.30 vs. $0.26 expected. Despite this strong performance, the company faces headwinds from…
10-Q · August 6, 2025
The Pennant Group, Inc. reported strong financial results for Q2 2025, with revenues increasing by 30.1% year-over-year to $219.5 million, and EPS rising to $0.27, effectively beating analyst estimates. The company…
10-Q · May 6, 2025
For Q1 2025, Pennant Group reported robust financial performance, generating revenues of $209.8 million, up 33.7% year-over-year, and an EPS of $0.27, exceeding estimates. Despite a notable revenue increase driven by…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.