The Ensign Group Reports Third Quarter 2026 Results; Raises 2026 Annual Earnings Guidance
The Ensign Group reported Q3 2026 GAAP diluted EPS of $1.76 (up 23.9%) and adjusted EPS of $2.03 (up 23.8%), with consolidated revenue of $1.48 billion, up 14.5% year-over-year. Management raised 2026 annual earnings guidance to $7.94-$8.02 per diluted share from the original $7.75-$7.85, and lifted the low end of revenue guidance to $5.89 billion, citing strong occupancy and skilled-mix growth. The company added 22 new operations during and after the quarter, including entry into Florida, and its Standard Bearer real estate segment grew rental revenue 46.3% to $47.7 million with FFO of $27.3 million.
Key figures
- Eps
- 1.76
- Revenue
- 1484002000
- Guidance
- 2026 diluted EPS raised to $7.94-$8.02 from original $7.75-$7.85; revenue guidance low end raised to $5.89 billion, upper end maintained at $5.92 billion
- Revenue Yoy
- 14.5%
- Ffo
- 27300000
- Adjusted eps
- 2.03
- Cash on hand
- 337600000
- Gaap net income
- 104300000
- Total operations
- 418
- Dividend per share
- 0.065
- Adjusted net income
- 120500000
- Credit line capacity
- 731600000
- New operations added
- 22
- Same facility occupancy
- 84.1%
- Standard bearer revenue
- 47700000
- Transitioning facility occupancy
- 86.1%
AI analysis
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