Healthcare Services Group
Manages housekeeping, laundry, facility maintenance, and dietary services for healthcare facilities.
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Profile
Runs two outsourced service segments for long-term and post-acute healthcare facilities: Environmental Services and Dietary Services. Revenue comes from recurring facility contracts across the continental United States, with customer payment capacity tied to long-term-care operators and reimbursement flows.
Manages environmental services and dietary departments for nursing homes, retirement complexes, rehabilitation centers, hospitals, and other healthcare facilities. Environmental Services covers housekeeping, cleaning, laundry, linen, and facility maintenance; Dietary Services covers food purchasing, meal preparation, menu development, dietitian services, on-site management, and clinical consulting.
Operations are concentrated in the continental United States and span thousands of facilities. The model depends on recurring facility contracts, local field management, and consistent labor execution rather than owned healthcare facilities or direct participation in reimbursement programs.
Customer payments are linked to the financial health of long-term-care operators, many of which rely on Medicare, Medicaid, and third-party reimbursement. Recent Genesis-related allowances show that client credit can directly affect receivables.
Company facts
Key statistics
Year to date +29.3% · Average volume (30d) 771.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Oppenheimer | Initiate | Outperform | $28 | ||
| Jul 8, 2026 | UBS | Reiterate | Buy | $27 | $30 | |
| Apr 23, 2026 | RBC Capital | Reiterate | Sector Perform | $20 | $24 | |
| Apr 23, 2026 | UBS | Reiterate | Buy | $25 | $27 | |
| Apr 23, 2026 | BMO Capital | Reiterate | Market Perform | $22 | $24 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $0.22 | $0.32 | +42.5% | $471.2M | $470.8M | −0.1% | −4.80% |
| Apr 22, 2026Q1 FY26 | $0.22 | $0.37 | +68.2% | $460.0M | $462.8M | +0.6% | −5.81% |
| Feb 11, 2026Q4 FY25 | $0.23 | $0.44 | +91.3% | $467.3M | $466.7M | −0.1% | −4.22% |
| Oct 22, 2025Q3 FY25 | $0.21 | $0.23 | +9.5% | $467.2M | $464.3M | −0.6% | −1.27% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $447.7M | $458.5M | $464.3M | $466.7M | $462.8M | $470.8M | |
| Gross profit | $68.0M | $3.0M | $96.4M | $76.1M | $75.8M | $74.8M | |
| Operating income | $21.5M | −$41.6M | $49.6M | $25.5M | $33.8M | $22.2M | |
| Net income | $17.2M | −$32.4M | $43.0M | $31.2M | $26.1M | $22.7M | |
| Diluted EPS | $0.23 | −$0.44 | $0.58 | $0.44 | $0.37 | $0.32 | |
| Gross margin | 15.2% | 0.6% | 20.8% | 16.3% | 16.4% | 15.9% | |
| Operating margin | 4.8% | -9.1% | 10.7% | 5.5% | 7.3% | 4.7% |
Fiscal years (4-quarter sums)FY21 $1.64B · FY22 $1.69B · FY23 $1.67B · FY24 $1.72B · FY25 $1.84B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $200.9M · Total debt $17.7M · Total assets $820.9M · Shareholders' equity $518.8M
Dividends
Raised for 19 straight years — most recently to $0.215 from $0.214 in Nov 2022.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Nov 17, 2022 | Nov 18 | Dec 22 | $0.215 | raised from $0.214 |
| Aug 18, 2022 | Aug 19 | Sep 23 | $0.214 | raised from $0.213 |
| May 19, 2022 | May 20 | Jun 24 | $0.213 | raised from $0.2113 |
| Feb 24, 2022 | Feb 25 | Mar 25 | $0.2113 | raised from $0.21 |
| Nov 18, 2021 | Nov 19 | Dec 23 | $0.21 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 68.63M · Float 67.84M · 98.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.38M | 16.57% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.08M | 7.40% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.04M | 4.43% | 13F | Aug 13, 2026 |
| State Street Corp | 2.92M | 4.25% | 13F | Aug 7, 2026 |
| American Century Companies Inc | 2.66M | 3.88% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Andrew Kush | officer: EVP & Chief Operating Officer | −15,598 | $23.24 |
| Feb 26, 2026 | Andrew M. Brophy | officer: SVP & Chief Accounting Officer | −2,490 | $21.75 |
| Feb 18, 2026 | Patrick J. Orr | officer: EVP & Chief Revenue Officer | −90,115 | $20.53 |
| Feb 18, 2026 | John Christopher Shea | officer: EVP & Chief Admin. Officer | −54,357 | $20.41 |
Peers
- Aramark
Food, nutrition, EVS, procurement, and facilities overlap
- ABM Industries
Healthcare EVS, maintenance, and linen support competitor
- Cintas
Healthcare textile care, workwear, and facility-services overlap
- UniFirst
Healthcare uniform rental, laundering, and facility supplies peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Healthcare Services Group | $22.44 | +0.04% | $1.54B | 13.1 | 21.2 | 0.8 | +2.7% |
| Aramark | $58.18 | +0.08% | $15.30B | 40.7 | 22.0 | 0.8 | +8.6% |
| ABM Industries | $47.20 | +0.04% | $2.77B | 18.2 | 11.5 | 0.3 | +8.4% |
| Cintas | $198.36 | −2.86% | $81.71B | 41.6 | 37.1 | 7.3 | +8.9% |
| UniFirst | $281.88 | −0.00% | $5.12B | 44.5 | 35.5 | 2.1 | +3.9% |
| Median | 41.1 | 28.7 | 1.4 | +8.5% |