earnings
confidence high
sentiment positive
materiality 0.80
Ensign Q1 diluted EPS $1.67 (+21.9% YoY), revenue $1.39B (+18.4%); raises 2026 guidance
ENSIGN GROUP, INC
2026-Q1 EPS reported
$1.67
revenue$1,389,196,000
- GAAP diluted EPS $1.67, adjusted EPS $1.85; net income $99.7M, adjusted $110.2M; all up ~22-24% YoY.
- Revenue $1.39B (+18.4%); skilled services rev $1.33B (+18.4%); Standard Bearer rev $36.1M (+27.1%), FFO $21.6M (+26.6%).
- Same-facility occupancy 84.3% (up 2.3pp YoY); transitioning facilities 85.1% (up 3.8pp); skilled days +4.4% and +9.3% respectively.
- Raised 2026 EPS guidance to $7.48-$7.62 (midpoint +15% vs 2025); revenue guidance $5.81B-$5.86B.
- Added 22 new operations in Q1 (21 real estate assets); total 71 acquired since start of 2025; $539.5M cash, $591.6M revolver available.
item 2.02item 9.01