secwatch.observer — SEC 8-K summary
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Issuer:     ENSIGN GROUP, INC (ENSG)
CIK:        0001125376
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001125376-26-000023
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ensign Q1 diluted EPS $1.67 (+21.9% YoY), revenue $1.39B (+18.4%); raises 2026 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1125376/000112537626000023/0001125376-26-000023-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1125376/000112537626000023/ensg-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001125376-26-000023

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer