CrossAssetDataThe Company File
···
SGRY

Surgery Partners, Inc.

Surgery Partners, Inc. is classed by the SEC under Services-General Medical & Surgical Hospitals, NEC (industry code 8062), based in Brentwood, TN. Its latest filed balance sheet (2025-12-31) shows total assets of $8.0 billion (its filed statements).

Usage business Services-General Medical & Surgical Hospitals, NEC Brentwood, TN filings since 2015 9 of 9 filed
Ask the desk about SGRY → Compare SGRY with EHC → Price chart on TradingView ↗ Full EDGAR file ↗ Watch SGRY →

Sector peers: EHCBTSGBKDPACS

3.7/10headline grade
vs its business-model standard
3.5/10past 4.4/10present 2.9/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a usage business: prior from its industry code (SEC 8062, Services-General Medical & Surgical Hospitals, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 3.7 out of ten, 9 of 9 metrics filed: past 3.5 out of ten, present 4.4 out of ten, future 2.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 2.3 out of ten. 3 warning events since 2017; the latest 2025-03-04. 23rd percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 5.5 out of ten. +12.5% a year over 9 filed years; profitable in 1 of 9. 55th percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 1.4 out of ten. Share count grew 11.4% a year. 0% of cash flow returned. Insiders: 12 sales, 2 purchases. 14th percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 4.5 out of ten. ROE -2%: lost 2¢ per shareholder dollar. Leverage 61%: owes 61¢ per asset dollar. 46th percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 4.0 out of ten. bottom 40% of 22 in its family; net margin -2.4%. 40th percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 5.0 out of ten. bottom 50% of 19 in its family for leadership; chief executive since 2020. 50th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 3.7 out of ten. bottom 37% of 22 in its family for room to expand. 37th percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 2.3 out of ten. bottom 23% of 22 in its family for growth drivers. 23rd percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 3.1 out of ten. bottom 31% of 22 in its family for expectations against reality. 31st percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-03-02 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-10 (on EDGAR). Newest filing: Form 8-K, 2026-09-17. Filings on record since 2015. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: Private Insurance 51%, Government Revenue 42%, Self Pay Revenue 3%, Other Services 3%, Other Patient Service Revenue Sources 2%. As tagged in its annual report (Form 10-K, filed 2026-03-02).

Who runs it

Adlerz, Clifford G (Interim CEO); Evans, Jason Eric (Chief Executive Officer); Oppenheimer, Justin Robert (COO & National Group President); Webb, William Trenton (American Group President); Bane, Harrison R. (National Group President); Doherty, David T (Chief Financial Officer); Baldock, Jennifer (Chief Admin & Dev Officer); Brittenham, Marissa (Chief Strategy Officer); Burkhalter, Danielle (Chief Human Resources Officer); Deluca, Teresa (director); and 6 more. 16 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

This file: Overview · Past · Present · Future · Filings · every company on file

Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.