The earnings call was largely positive with record occupancy and skilled census, raised earnings and revenue guidance, and strong financial performance. However, concerns remain regarding potential indirect impacts from legislative changes and challenges in acquisition environments.

Company Guidance

During The Ensign Group's Quarter 2 earnings call, the company announced an increase in its annual 2025 earnings guidance to between $6.34 and $6.46 per diluted share, up from the previous range of $6.22 to $6.38. This new midpoint represents a 16.4% increase from 2024 and a 34% increase over 2023 results. The company also raised its annual revenue guidance to a range of $4.99 billion to $5.02 billion, reflecting strong performance in occupancy, skilled mix, and recent acquisitions. Ensign reported record-setting quarter metrics, including a 2% increase in same-store occupancy to 82.1% and a 4.6% increase in transitioning occupancy to 84%. Skilled census growth was noted at 7.4% for same-store and 13.5% for transitioning operations. The company continued its strategic growth by adding 8 new operations, expanding its presence in mature markets, and maintaining a disciplined approach to acquisitions. The call also highlighted the company's significant cash reserves of $364 million and available credit capacity of $593 million, emphasizing financial strength and readiness for future investments.

Record Occupancy and Skilled Census Increase

Second quarter records for same-store and transitioning occupancy increased by 2% and 4.6% to 82.1% and 84%, respectively, over the prior year quarter. Skilled census increased for both same-store and transitioning operations by 7.4% and 13.5%, respectively, over the prior year quarter.

Raised 2025 Earnings and Revenue Guidance

Annual 2025 earnings guidance raised to between $6.34 and $6.46 per diluted share, up from $6.22 to $6.38. This represents an increase of 16.4% over 2024 results. Annual revenue guidance increased to $4.99 billion to $5.02 billion, up from $4.89 billion to $4.94 billion.

Successful Acquisition and Growth Strategy

Added 8 new operations, including 3 real estate assets, and 710 new skilled nursing beds plus 68 senior living units across California, Idaho, and Washington. 12 out of 17 operations from a recent acquisition achieved 4- or 5-star ratings from CMS.

Strong Financial Performance

GAAP diluted earnings per share was $1.44, an increase of 18%. Adjusted diluted earnings per share was $1.59, an increase of 20.5%. Consolidated GAAP revenue and adjusted revenue both increased by 18.5%.

The Ensign Group (ENSG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ENSG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.61 / -	1.39	―	―	―
Jul 24, 2025	2025 (Q2)	1.55 / 1.59	1.32	20.45% (+0.27)
Apr 29, 2025	2025 (Q1)	1.49 / 1.52	1.3	16.92% (+0.22)
Feb 05, 2025	2024 (Q4)	1.48 / 1.49	1.28	16.41% (+0.21)
Oct 24, 2024	2024 (Q3)	1.38 / 1.39	1.2	15.83% (+0.19)
Jul 25, 2024	2024 (Q2)	1.30 / 1.32	1.16	13.79% (+0.16)
May 01, 2024	2024 (Q1)	1.28 / 1.30	1.13	15.04% (+0.17)
Feb 01, 2024	2023 (Q4)	1.27 / 1.28	1.1	16.36% (+0.18)
Oct 25, 2023	2023 (Q3)	1.19 / 1.20	1.04	15.38% (+0.16)
Jul 27, 2023	2023 (Q2)	1.14 / 1.16	1.01	14.85% (+0.15)

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
Jul 24, 2025	$137.77	$150.06	+8.92%
Apr 29, 2025	$128.07	$128.94	+0.68%
Feb 05, 2025	$148.73	$135.79	-8.70%
Oct 24, 2024	$148.65	$152.61	+2.66%

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 Group (ENSG) report earnings?

The Ensign Group (ENSG) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is The Ensign Group (ENSG) earnings time?

The Ensign Group (ENSG) earnings time is at Oct 22, 2025, 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 2025 (Q3) is 1.61.

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