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Get filing alertsNHC reports 8.8% Q2 revenue growth to $408M driven by five-facility acquisition
Filed August 11, 2026 · Period ending August 7, 2026 · ~1 min read
Key Changes
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Q2 2026 revenue rose 8.8% year-over-year to $408.0 million, primarily from June 1 acquisition of five skilled nursing facilities with 639 beds in Tennessee and South Carolina.
Exhibit 99.1 view on EDGAR → -
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Adjusted net income increased 7.2% to $27.6 million from $25.7 million in Q2 2025; adjusted diluted EPS rose to $1.74 from $1.65.
Exhibit 99.1 view on EDGAR → -
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GAAP net income was $40.3 million versus $23.7 million in Q2 2025; GAAP diluted EPS was $2.54 versus $1.52, reflecting unrealized gains on marketable securities.
Exhibit 99.1 view on EDGAR → -
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Skilled nursing per diem rates increased across all payer categories: Medicare to $628.12 from $614.85, Managed Care to $500.15 from $486.17, Medicaid to $290.12 from $286.43.
Exhibit 99.1 view on EDGAR → -
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Quarterly dividend declared at $0.67 per share, up from $0.64 in Q2 2025; six-month total dividends of $1.31 per share versus $1.25 prior year.
Exhibit 99.1 view on EDGAR →
Summary
National HealthCare Corporation reported solid second quarter 2026 results, with revenue climbing 8.8% to $408.0 million driven primarily by its June 1 acquisition of five skilled nursing facilities totaling 639 beds in Tennessee and South Carolina. The acquisition expanded NHC's footprint and contributed meaningfully to the top-line growth. Adjusted net income rose 7.2% to $27.6 million, with adjusted diluted EPS of $1.74 versus $1.65 in the prior-year quarter, reflecting improved operating performance.
Pricing trends remained favorable across all payer categories, with Medicare per diem rates up 2.2% to $628.12, Managed Care up 2.9% to $500.15, and Medicaid up 1.3% to $290.12. The company also increased its quarterly dividend to $0.67 per share from $0.64, signaling confidence in cash generation. The combination of inorganic growth through acquisition and organic improvement in rates and profitability positions NHC for continued momentum in the skilled nursing sector.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
NHC announced Q2 2026 earnings via press release on August 7, 2026.
Added in current filing · verify on EDGAR →
National HealthCare Corporation (“NHC”) issued a press release on August 7, 2026, announcing its June 30, 2026 earnings.
NHC disclosed its second quarter 2026 financial results ending June 30, 2026 through a press release. The 8-K references the full press release as Exhibit 99.1, but the exhibit text was not provided in this filing body, so specific financial metrics cannot be extracted.
Event · Exhibit 99.1
NHC reported Q2 2026 earnings with 8.8% revenue growth driven by a five-facility acquisition and 7.2% adjusted net income increase.
Added in current filing · view on EDGAR →
For the quarter ended June 30, 2026, the reported GAAP net income attributable to NHC was $40,319,000 compared to $23,722,000 for the same period in 2025. Excluding the unrealized gains in our marketable equity securities portfolio and other non-GAAP adjustments, adjusted net income for the quarter ended June 30, 2026 was $27,551,000 compared to $25,710,000 for the same period in 2025, a 7.2% increase
GAAP net income attributable to NHC was $40.3 million in Q2 2026, up from $23.7 million in Q2 2025. Adjusted net income (excluding unrealized gains on marketable securities and other items) was $27.6 million, a 7.2% increase from $25.7 million in the prior-year quarter, reflecting improved operating performance.
Added in current filing · view on EDGAR →
The GAAP diluted earnings per share were $2.54 and $1.52 for the quarters ending June 30, 2026 and 2025, respectively. Adjusted diluted earnings per share were $1.74 and $1.65 for the quarters ending June 30, 2026 and 2025, respectively
GAAP diluted EPS was $2.54 in Q2 2026 versus $1.52 in Q2 2025. Adjusted diluted EPS (excluding unrealized gains and other non-GAAP items) was $1.74, up from $1.65 in the prior-year quarter, reflecting the company's improved profitability on an adjusted basis.
Added in current filing · view on EDGAR →
Medicare | $ 628.12 | $ 614.85 | $ 629.32 | $ 613.47 | Managed Care | 500.15 | 486.17 | 503.52 | 489.30 | Medicaid | 290.12 | 286.43 | 291.15 | 284.07 | Private Pay and Other | 351.83 | 341.34 | 350.90 | 339.24
NHC's skilled nursing per diem rates increased across all payer categories in Q2 2026 versus Q2 2025. Medicare rates rose to $628.12 from $614.85, Managed Care to $500.15 from $486.17, Medicaid to $290.12 from $286.43, and Private Pay to $351.83 from $341.34, indicating favorable pricing trends.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 12, 2026 · How we verify