Beacon Home Health
Everything that has happened with this deal, newest first — the updates, calls and financials they've sent, and the money that's come back.
Events
57
on the record
Documents
32
29 read & summarised
Distributions
24
cash returned
Invested
$4.50M
2020-08-01
History
57 shown
2026
09-30
Beacon: September 2026 revenue 5% ahead of budget
Financials
5 figures
Revenue of $4.48M was 5% ahead of the $4.26M budget, up 18% on a year earlier. EBITDA of $668K (15% margin) was on plan. Management reiterates the full-year outlook.
09-30
Update
Update
08-31
Beacon slightly ahead of plan in August 2026
Financials
5 figures
Revenue of $4.41M was 5% ahead of the $4.21M budget, up 21% on a year earlier. EBITDA of $693K (16% margin) beat plan by 10%. The full-year plan is unchanged; the beat is mostly volume.
07-31
Beacon: July 2026 in line with budget
Financials
5 figures
Revenue of $4.15M was in line with the $4.16M budget, up 14% on a year earlier. EBITDA of $601K (14% margin) was on plan. No changes to the team or the capital structure.
06-30
Beacon on plan in June 2026
Financials
5 figures
Revenue of $4.13M was in line with the $4.11M budget, up 15% on a year earlier. EBITDA of $620K (15% margin) was on plan. Nothing in the package changes the full-year view.
06-14
Distribution $68K
05-31
Beacon: May 2026 in line with budget
Financials
5 figures
Revenue of $4.04M was in line with the $4.06M budget, up 14% on a year earlier. EBITDA of $659K (16% margin) beat plan by 8%. No changes to the team or the capital structure.
04-30
Beacon names a chief operating officer
Financials
5 figures
A chief operating officer joined from a larger home-health operator to run the branch network. Revenue of $4.06M was in line with the $4.01M budget, up 16% on a year earlier. EBITDA of $572K (14% margin) was on plan.
03-31
Beacon: March 2026 in line with budget
Financials
5 figures
Revenue of $4.01M was in line with the $3.97M budget, up 14% on a year earlier. EBITDA of $546K (14% margin) was 8% short of plan. No changes to the team or the capital structure.
03-21
Distribution $74K
02-28
Beacon: February 2026 revenue 4% ahead of budget
Financials
5 figures
Revenue of $4.07M was 4% ahead of the $3.92M budget, up 20% on a year earlier. EBITDA of $576K (14% margin) was on plan. Management reiterates the full-year outlook.
01-31
Beacon: January 2026 in line with budget
Financials
5 figures
Revenue of $3.98M was in line with the $3.87M budget, up 19% on a year earlier. EBITDA of $653K (16% margin) beat plan by 12%. No changes to the team or the capital structure.
01-13
Beacon 2026 budget approved: revenue $49.7M
Financials
The board-approved 2026 budget plans revenue of $49.7M, 14% above 2025's actual revenue, and EBITDA of $7.45M, a 15% margin.
2025
12-31
Beacon: December 2025 in line with budget
Financials
5 figures
Revenue of $3.90M was in line with the $3.83M budget, up 18% on a year earlier. EBITDA of $554K (14% margin) was on plan. No changes to the team or the capital structure.
12-31
Beacon FY2025 audit: clean opinion
Financials
The auditors issued an unqualified opinion on FY2025. Audited revenue of $43.4M and EBITDA of $6.57M agree with the monthly packages to within 0.1%; no adjustments were booked.
12-31
Tax document
Tax document
12-18
Distribution $86K
11-30
Beacon on plan in November 2025
Financials
5 figures
Revenue of $3.80M was in line with the $3.78M budget, up 14% on a year earlier. EBITDA of $517K (14% margin) was 9% short of plan. Nothing in the package changes the full-year view.
10-31
Beacon opens two branches
Financials
5 figures
Two branches opened in adjacent counties to serve hospital referral partners; both are staffing to plan. Revenue of $3.75M was in line with the $3.74M budget, up 16% on a year earlier. EBITDA of $595K (16% margin) beat plan by 6%.
09-30
Beacon on plan in September 2025
Financials
5 figures
Revenue of $3.79M was in line with the $3.69M budget, up 16% on a year earlier. EBITDA of $575K (15% margin) was on plan. Nothing in the package changes the full-year view.
09-18
Distribution $63K
08-31
Beacon: August 2025 in line with budget
Financials
5 figures
Revenue of $3.66M was in line with the $3.65M budget, up 1% on the prior month. EBITDA of $583K (16% margin) beat plan by 7%. No changes to the team or the capital structure.
07-31
Beacon on plan in July 2025
Financials
5 figures
Revenue of $3.63M was in line with the $3.61M budget, up 1% on the prior month. EBITDA of $569K (16% margin) beat plan by 5%. Nothing in the package changes the full-year view.
06-30
Beacon: June 2025 in line with budget
Financials
5 figures
Revenue of $3.58M was in line with the $3.56M budget, up 1% on the prior month. EBITDA of $560K (16% margin) was on plan. No changes to the team or the capital structure.
06-26
Distribution $74K
05-31
Beacon on plan in May 2025
Financials
5 figures
Revenue of $3.54M was in line with the $3.52M budget, up 1% on the prior month. EBITDA of $484K (14% margin) was 8% short of plan. Nothing in the package changes the full-year view.
04-30
Beacon digests the Medicare rate update
Financials
5 figures
The final home-health rate update came in slightly below the proposal; management has built it into next year's plan. Revenue of $3.50M was in line with the $3.48M budget. EBITDA of $514K (15% margin) was on plan.
03-31
Beacon on plan in March 2025
Financials
5 figures
Revenue of $3.51M was in line with the $3.44M budget, up 3% on the prior month. EBITDA of $514K (15% margin) was on plan. Nothing in the package changes the full-year view.
03-21
Distribution $41K
02-28
Beacon on plan in February 2025
Financials
5 figures
Revenue of $3.40M was in line with the $3.40M budget, up 1% on the prior month. EBITDA of $551K (16% margin) beat plan by 8%. Nothing in the package changes the full-year view.
01-31
Beacon on plan in January 2025
Financials
5 figures
Revenue of $3.35M was in line with the $3.36M budget, up 1% on the prior month. EBITDA of $551K (16% margin) beat plan by 9%. Nothing in the package changes the full-year view.
01-24
Beacon 2025 budget approved: revenue $43.0M
Financials
The board-approved 2025 budget plans revenue of $43.0M, 15% above 2024's actual revenue, and EBITDA of $6.46M, a 15% margin.
2024
12-31
Beacon: December 2024 in line with budget
Financials
5 figures
Revenue of $3.31M was in line with the $3.32M budget, down 1% on the prior month. EBITDA of $480K (14% margin) was on plan. No changes to the team or the capital structure.
12-17
Distribution $66K
11-30
Beacon on plan in November 2024
Financials
5 figures
Revenue of $3.34M was in line with the $3.28M budget, up 3% on the prior month. EBITDA of $487K (15% margin) was on plan. Nothing in the package changes the full-year view.
10-31
Beacon: October 2024 in line with budget
Financials
5 figures
Revenue of $3.24M was in line with the $3.24M budget, down 1% on the prior month. EBITDA of $464K (14% margin) was on plan. No changes to the team or the capital structure.
09-30
Beacon on plan in September 2024
Financials
5 figures
Revenue of $3.27M was in line with the $3.20M budget. EBITDA of $482K (15% margin) was on plan. Nothing in the package changes the full-year view.
09-15
Distribution $56K
Includes a one-off recapitalisation distribution.
06-15
Distribution $64K
03-25
Distribution $66K
01-21
Beacon 2024 budget approved: revenue $37.3M
Financials
The board-approved 2024 budget plans revenue of $37.3M, 17% above 2023's actual revenue, and EBITDA of $5.60M, a 15% margin.
2023
12-14
Distribution $80K
09-11
Distribution $50K
06-22
Distribution $81K
03-20
Distribution $69K
2022
12-23
Distribution $39K
09-20
Distribution $68K
06-21
Distribution $83K
03-20
Distribution $60K
2021
12-20
Distribution $82K
Includes a one-off recapitalisation distribution.
09-19
Distribution $54K
06-20
Distribution $73K
03-23
Distribution $77K
2020
12-13
Distribution $86K
09-24
Distribution $86K
08-01
Invested $4.50M
Undated
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Every entry is a real record — click a filename to open the original in SharePoint. Documents in grey are on file but haven't been read yet, so they show as an event without a summary; run the extractor to fill them in. “Significant” marks an update that changes the investment case, as opposed to routine reporting.