Earnings Releases·Oct 27, 2026, 4:11 PM ET

The Ensign Group — Third Quarter 2026 Earnings Summary

Consolidated revenue reached $1.48 billion (+14.5% YoY), with GAAP diluted EPS rising 23.9% to $1.76 and adjusted diluted EPS increasing 23.8% to $2.03.
Management raised full-year 2026 guidance to $7.94–$8.02 per diluted share (previously $7.75–$7.85) and revenue to $5.89–$5.92 billion, citing strong growth momentum and normalized insurance cost assumptions.
The company expanded its portfolio by adding 22 new operations during the quarter, including three real estate assets, and strategically entered Florida as part of its Southeast expansion.
Standard Bearer revenue surged 46.3% YoY to $47.7 million, while liquidity remains robust with $337.6 million in cash and $731.6 million available under the credit line.
Occupancy rates improved across segments (Same Facilities at 84.1% and Transitioning Facilities at 86.1%), supported by superior clinical outcomes and quality ratings compared to industry peers.