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The Ensign (ENSG)
NASDAQ:ENSG
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.82Last Year’s EPS
1.52Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates a strongly positive performance profile: record quarterly and annual financial results, multi-year high growth rates, improving occupancy and skilled mix, robust liquidity and disciplined but active M&A and real estate expansion. Management acknowledges manageable headwinds — higher acquisition valuations, construction and CapEx needs, regulatory/reimbursement variability and remaining pockets of lower occupancy — but presents concrete operational progress (quality metrics, turnover reduction, specialty program wins) and ample capital to pursue opportunities. Overall, the positives — driven by double-digit revenue and earnings growth, strong cash flow, low leverage and demonstrated acquisition and transition capability — substantially outweigh the noted challenges.Company Guidance
Record Financial Performance (FY2025 and Q4)
FY2025 consolidated revenue $5.1B (+18.7% YoY); GAAP diluted EPS $5.84 (+14.1% YoY); adjusted diluted EPS $6.57 (+19.5% YoY); GAAP net income $344M (+15.4% YoY); adjusted net income $386.6M (+20.6% YoY). Q4 consolidated revenue $1.4B (+20.2% YoY); Q4 GAAP diluted EPS $1.61 (+18.4% YoY); Q4 adjusted diluted EPS $1.82 (+22.1% YoY); Q4 GAAP net income $95.5M (+19.8% YoY); Q4 adjusted net income $107.8M (+23.2% YoY).
Strong Multi-Year Growth Trajectory
Five-year performance: total adjusted revenue increased $2.7B (111%), representing a 16% CAGR; diluted adjusted EPS grew $3.44 (16% CAGR); adjusted net income grew 121% (17% CAGR).
Confident 2026 Guidance
2026 guidance: EPS $7.41–$7.61 (midpoint implies +14.3% vs 2025 and +36.5% vs 2024); revenue guidance $5.77B–$5.84B — management cites momentum in occupancy, skilled mix and labor improvements as drivers.
Clinical Quality Outperformance
Same-store Ensign operations outperformed peers by 24% at the state level and 33% at the county level in most recent CMS survey; 19% advantage in overall 4- and 5-star buildings vs peers; same-store results 22% better on national 5-star quality measures and 17% above the state level — underpinning referral and acuity gains.
Meaningful Operational Improvements — Occupancy and Payer Mix
All-time highs: same-store occupancy 83.8% and transitioning occupancy 84.9% in the quarter. Skilled days increased same-store +8.5% and transitioning +10% YoY. Same-store Medicare revenue +15.7% and Medicare days +11% YoY. Managed care revenue increased same-store +8.9% and transitioning +15% YoY.
Successful Acquisitions and Capacity Expansion
Since 2024, 82 new operations sourced/underwritten/closed/transitioned. This quarter added 17 operations (including 12 real estate assets) and 1,371 skilled nursing beds across 7 states. Recently completed strategic deals (e.g., Utah portfolio) performing ahead of schedule.
High-Performing Local Operations Driving Growth
South Bay Post Acute: EBIT before tax +127% YoY; occupancy 96%→97%; skilled revenue mix +25%; Medicare days +86%; managed care +22%. Shoreline Health: Q4 revenue +11% YoY; EBIT +~33% YoY; Medicare days +24%; managed care +103%; skilled revenue mix 70%.
Strong Balance Sheet and Liquidity
Cash & equivalents $504M; operating cash flow $564M; >$590M available on credit line — combined >$1B in available capital. Lease-adjusted net debt-to-EBITDA at a record low 1.77x after substantial 2025 investments. Own 160 assets (136 debt-free).
Real Estate / REIT Performance
Standard Bearer generated quarterly rental revenue $34.5M ($29.3M from Ensign affiliates) and reported FFO $20.4M with EBITDAR to rent coverage of 2.6x; Standard Bearer now owns 154 properties (120 leased to Ensign affiliates, 35 to third parties).
Dividend Track Record
Increased dividend for the 23rd consecutive year; paid a quarterly cash dividend of $0.065 per common share, signaling continued capital return discipline.
ENSG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ENSG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $173.18 | $197.16 | +13.85% |
Nov 03, 2025 | $183.88 | $183.98 | +0.05% |
Jul 24, 2025 | $137.72 | $150.00 | +8.92% |
Apr 29, 2025 | $128.02 | $128.89 | +0.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does The Ensign (ENSG) report earnings?
The Ensign (ENSG) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is The Ensign (ENSG) earnings time?
The Ensign (ENSG) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ENSG EPS forecast?
ENSG EPS forecast for the fiscal quarter 2026 (Q1) is 1.82.