Quarterly ResultApr 30, 2026, 04:12 PM
ENSG Q1 Adj. EPS $1.85, up 21.7%; Raises FY26 Guidance
AI Summary
The Ensign Group, Inc. reported strong first-quarter 2026 operating results, with GAAP diluted EPS increasing 21.9% to $1.67 and adjusted EPS rising 21.7% to $1.85. Consolidated revenue grew 18.4% to $1.39 billion. The company also raised its full-year 2026 earnings guidance to $7.48-$7.62 per diluted share and revenue guidance to $5.81-$5.86 billion, citing the strong Q1 performance and recent acquisitions. Ensign continues its growth strategy, having acquired 22 new operations during and since the quarter, including 21 real estate assets.
Key Highlights
- ENSG Q1 GAAP diluted EPS $1.67, up 21.9% YoY; adjusted EPS $1.85, up 21.7% YoY.
- Q1 GAAP net income $99.7M, up 24.2% YoY; adjusted net income $110.2M, up 23.9% YoY.
- Q1 consolidated revenue $1.39B, up 18.4% YoY.
- Same Facilities and Transitioning Facilities occupancy 84.3% and 85.1%, up 2.3% and 3.8% YoY.
- Same Facilities and Transitioning Facilities skilled days increased 4.4% and 9.3% YoY.
- FY2026 earnings guidance raised to $7.48-$7.62 per diluted share (from $7.41-$7.61).
- FY2026 revenue guidance raised to $5.81B-$5.86B (from $5.77B-$5.84B).
- Acquired 22 new operations, including 21 real estate assets, bringing total to 71 since 2025.