StockWatch
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Hospital/Nursing Management
Quarterly ResultApr 30, 2026, 04:36 PM

ENSG Q1 Adj. EPS $1.85, Revenue $1.39B; Raises 2026 Guidance

AI Summary

The Ensign Group, Inc. reported strong first quarter 2026 financial results, with GAAP diluted earnings per share increasing 21.9% to $1.67 and adjusted diluted EPS rising 21.7% to $1.85. Consolidated revenue grew 18.4% to $1.39 billion. Following these results and recent acquisitions, the company raised its full-year 2026 earnings and revenue guidance, reflecting continued operational strength and strategic growth through facility acquisitions.

Key Highlights

  • GAAP diluted EPS for Q1 2026 was $1.67, up 21.9% from prior year.
  • Adjusted diluted EPS for Q1 2026 was $1.85, up 21.7% from prior year.
  • Consolidated revenue for Q1 2026 was $1.39 billion, an 18.4% increase year-over-year.
  • Raised 2026 annual earnings guidance to $7.48-$7.62 per diluted share, up from $7.41-$7.61.
  • Raised 2026 annual revenue guidance to $5.81 billion-$5.86 billion, up from $5.77 billion-$5.84 billion.
  • Acquired 22 new operations (21 real estate assets) during Q1 2026 and since, totaling 71 since 2025.
  • Same Facilities occupancy reached 84.3%, an increase of 2.3% over prior year quarter.
  • Standard Bearer revenue was $36.1 million, up 27.1% year-over-year, with FFO of $21.6 million, up 26.6%.