Ensign reports third-quarter growth and lifts 2026 guidance
The Ensign Group reported third-quarter results for the period ended September 30, 2026, with revenue of $1.484 billion, up 14.5% year over year, and GAAP diluted EPS of $1.76, up 23.9%. Adjusted diluted EPS was $2.03, an increase of 23.8%, while more than 80% of its skilled nursing operations received CMS quality ratings of 4 or 5 stars. For 2026, the company now expects diluted EPS of $7.94–$8.02 and revenue of $5.89–$5.92 billion.
Why it matters
The updated outlook gives investors a higher earnings and revenue range for 2026. Revenue came in below analyst expectations, while adjusted EPS exceeded them, creating mixed implications for the quarter's market reaction.
Key facts
- 1The company reported third-quarter revenue of $1.484 billion, compared with $1.296 billion in the year-earlier quarter. tradingview.com
- 2GAAP diluted EPS was $1.76 and adjusted diluted EPS was $2.03 for the quarter. tradingview.com
- 3Ensign's 2026 outlook is $7.94–$8.02 in diluted EPS and $5.89–$5.92 billion in revenue. tradingview.com
- 4The company added 22 operations and had 418 healthcare operations across 18 states. tradingview.com
- 5Same Facilities occupancy was 84.1% and Transitioning Facilities occupancy was 86.1%. stocktitan.net
Open questions
- Material 5 reports 2026 guidance of $5.91B in revenue and $7.98 in EPS, while material 4 gives ranges of $5.89–$5.92 billion and $7.94–$8.02; the materials do not explain whether the single figures are midpoints.
- Material 5 says sales volumes fell 81% YoY, a claim not reported by the other materials and not supported by the detailed operating figures provided.
Summary written by AlphAI AI Desk from 7 of 7 sources. Not investment advice. Figures are as stated by the linked sources.