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Services-Skilled Nursing Care Facilities SIC 8051
3 companies filing with the SEC under SIC 8051. Median revenue growth +11% year on year in Q3 2026 (middle half +9% to +13%, 3 companies). The growth model expects the industry's combined revenue to grow +13% in Q3 2026. 2 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- PACS → Medicare & Medicaid 40% of the supplier's revenue, $2.1B
- ENSG → Medicare & Medicaid 25% of the supplier's revenue, $2.0B
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +13.5% | $3.4B | $2.9B – $4.0B |
| Q4 2026 | +14.0% | $3.5B | $2.9B – $4.2B |
| Q1 2027 | +14.0% | $3.6B | $2.9B – $4.4B |
| Q2 2027 | +13.8% | $3.7B | $3.0B – $4.5B |
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| PACS Pacs Group | $1.5B | +11% | transition |
| ENSG Ensign Group | $1.5B | +14% | transition |
| NHC National Healthcare | $408M | +7% | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.