Inferra AI / Company / ENSG
Ensign Group, Inc.
ENSG · Health Care
Last earnings Oct 27, 2026
Key results
EPSquarter
$1.42
earnings per share of $1.42 and adjusted earnings per share (1) of $1.64, both for the quarter ended September 30, 2025.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Include GAAP EPSquarter
$1.42
Highlights Include GAAP diluted earnings per share for the quarter was $1.42, an increase of 6.0% over the prior year quarter, and adjusted diluted earnings per share (1) for the quarter was $1.64, an increase of 18.0% over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Adjusted EPSquarter
$1.64
Highlights Include GAAP diluted earnings per share for the quarter was $1.42, an increase of 6.0% over the prior year quarter, and adjusted diluted earnings per share (1) for the quarter was $1.64, an increase of 18.0% over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
GAAP net incomequarter
$83.8 million
GAAP net income was $83.8 million for the quarter, an increase of 6.9% over the prior year quarter, and adjusted net income (1) was $96.5 million for the quarter, an increase of 18.9% over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Adjusted net incomequarter
$96.5 million
GAAP net income was $83.8 million for the quarter, an increase of 6.9% over the prior year quarter, and adjusted net income (1) was $96.5 million for the quarter, an increase of 18.9% over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Revenuequarter
6.6%
Same Facilities and Transitioning Facilities skilled services revenue for the quarter increased by 6.6% and 10.3%, respectively, over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Transitioning Facilities Medicare revenuequarter
10.0%
Same Facilities and Transitioning Facilities Medicare revenue for the quarter improved by 10.0% and 8.8%, respectively, from prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Same Facilities and Transitioning Facilities managed care revenue for the quarter improved by 7.1% and 24.3%, respectively, from prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Total skilled services (2) revenue was $1.24 billion for the quarter, an increase of 19.9% over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Adjusted revenuequarter
$1.30 billion
Consolidated GAAP and adjusted revenue for the quarter were $1.30 billion, an increase of 19.8% over the prior year quarter.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
AI analysis
Q3 2025 · reported Nov 3, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Nov 3, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $1.42 | — | — |
| Include GAAP EPS | $1.42 | — | — |
| Adjusted EPS | $1.64 | — | — |
| GAAP net income | $83.8 million | — | — |
| Adjusted net income | $96.5 million | — | — |
| Revenue | 6.6% | — | — |
| Transitioning Facilities Medicare revenue | 10.0% | — | — |
| Adjusted revenue | $1.30 billion | — | — |
Guidance · company-stated
Direction: Raised
“After another stronger than expected quarter, we are raising our annual 2025 earnings guidance to between $6.48 to $6.54 per diluted share, up from $6.34 to $6.46 per diluted share.”
“The new midpoint of this increased 2025 earnings guidance represents an increase of 18.4% over our 2024 results and is 36.5% higher than our 2023 results.”
“We are also increasing our annual revenue guidance to $5.05 billion to $5.07 billion, up from $4.99 billion to $5.02 billion, to account for our current quarter growth and acquisitions we have closed and anticipate closing through the remainder of the year.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company also paid a quarterly cash dividend of $0.0625 per share of Ensign common stock.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue +288.5% computed from stated figures
Event summary
The Ensign Group Reports Third Quarter 2025 Results Raises Annual Earnings and Revenue Guidance Conference Call and Webcast scheduled for tomorrow, November 4, 2025 at 10 00 am PT SAN JUAN CAPISTRANO, California November 3, 2025 The Ensign
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “After another stronger than expected quarter, we are raising our annual 2025 earnings guidance to between $6.48 to $6.54 per diluted share, up from $6.34 to $6.46 per diluted share.”
Company outlook: “The new midpoint of this increased 2025 earnings guidance represents an increase of 18.4% over our 2024 results and is 36.5% higher than our 2023 results.”
Revenue: “We are also increasing our annual revenue guidance to $5.05 billion to $5.07 billion, up from $4.99 billion to $5.02 billion, to account for our current quarter growth and acquisitions we have closed and anticipate closing through the remainder of the year.”
Revenue — Raised (“Raises”)
“htm EX-99.1 Document The Ensign Group Reports Third Quarter 2025 Results Raises Annual Earnings and Revenue Guidance Conference Call and Webcast scheduled for tomorrow, November 4, 2025 at 10 00 am PT SAN JUAN CAPISTRANO, California November 3, 2025 The Ensign Group, Inc.”
Company outlook — Raised (“raising”)
“After another stronger than expected quarter, we are raising our annual 2025 earnings guidance to between $6.48 to $6.54 per diluted share, up from $6.34 to $6.46 per diluted share.”
Company outlook — Raised (“increased”)
“The new midpoint of this increased 2025 earnings guidance represents an increase of 18.4% over our 2024 results and is 36.5% higher than our 2023 results.”
Revenue — Raised (“increasing”)
“We are also increasing our annual revenue guidance to $5.05 billion to $5.07 billion, up from $4.99 billion to $5.02 billion, to account for our current quarter growth and acquisitions we have closed and anticipate closing through the remainder of the year.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company also paid a quarterly cash dividend of $0.0625 per share of Ensign common stock.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Snapper noted that as the Company s liquidity remains strong, it plans to continue its long history of paying dividends into the future.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
99,738 99,738 BALANCE - JUNE 30, 2026 58,272 $ 62 $ 673,846 $ 1,947,958 3,830 $ ( 180,178 ) $ 3,621 $ 2,445,309 Issuance of common stock to employees and directors resulting from the exercise of stock options 81 5,923 5,923 Issuance of restricted stock, net of forfeitures 41 Dividends declared ($ 0.0650 per share) ( 3,792 ) ( 3,792 ) Employee stock award compensation 18,838 18,838 Repurchase of common stock (Note 19) ( 44 ) 44 ( 7,430 ) ( 7,430 ) Net income attributable to noncontrolling interest 122 122 Noncontrolling interests attributable to subsidiary equity plan ( 183 ) 342 159 Net income attributable to the Ensign Group, Inc.
SEC original ↗Ensign Group, Inc. — 10-Q Quarterly report10-QOct 27, 2026
84,396 84,396 BALANCE - JUNE 30, 2025 57,676 $ 61 $ 572,200 $ 1,584,233 3,564 $ ( 138,835 ) $ 3,324 $ 2,020,983 Issuance of common stock to employees and directors resulting from the exercise of stock options 181 9,024 9,024 Issuance of restricted stock, net of forfeitures 40 Dividends declared ($ 0.0625 per share) ( 3,619 ) ( 3,619 ) Employee stock award compensation 12,868 12,868 Net income attributable to noncontrolling interest 67 67 Noncontrolling interests attributable to subsidiary equity plan ( 311 ) 46 ( 265 ) Net income attributable to the Ensign Group, Inc.
SEC original ↗Ensign Group, Inc. — 10-Q Quarterly report10-QOct 27, 2026
As part of the formation of Standard Bearer, certain of the Company's independent subsidiaries , Standard Bearer and Standard Bearer's independent real estate subsidiaries entered into several agreements that include leasing, management services and debt arrangements between the operations .
SEC original ↗Ensign Group, Inc. — 10-Q Quarterly report10-QOct 27, 2026
Intercompany debt arrangements Standard Bearer obtains its funding through various sources including operating cash flows, access to debt arrangements and intercompany loans.
SEC original ↗Ensign Group, Inc. — 10-Q Quarterly report10-QOct 27, 2026
Strategy & priorities
We continue to prioritize markets that we know best while meticulously expanding into new markets.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Keetch noted that Ensign s overall strategy will continue to include both leasing and acquiring the real estate, and that the Company is actively looking for performing and underperforming operations in several states.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
As part of its investment strategy, the Company will also acquire, lease and own healthcare real estate to service the post-acute care continuum through acquisition and investment opportunities in healthcare properties.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
The segment structure reflects the Company's current operational and financial management and provides the best structure to maximize the quality of care and investment strategy provided, while maintaining financial discipline.
SEC original ↗Ensign Group, Inc. — 10-Q Quarterly report10-QOct 27, 2026
Risks & headwinds
They are not guarantees of future results and are subject to risks, uncertainties and assumptions that could cause actual results to materially and adversely differ from those expressed in any forward-looking statement.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
(2) Litigation relates to specific proceedings arising outside of the ordinary course of business.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Adjusted EBITDA consists of net income before (a) interest income, (b) provision for income taxes, (c) depreciation and amortization, (d) interest expense, (e) stock-based compensation expense, (f) acquisition related costs, (g) costs incurred related to system implementations, (h) litigation arising outside of the ordinary course of business, (i) gain on business interruption recoveries and loss on long-lived assets, and (j) gain on other investments.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Adjusted EBITDAR consists of net income before (a) interest income, (b) provision for income taxes, (c) depreciation and amortization, (d) interest expense, (e) rent-cost of services, (f) stock-based compensation expense, (g) acquisition related costs, (h) costs incurred related to system implementations, (i) litigation arising outside of the ordinary course of business, (j) gain on business interruption recoveries and loss on long-lived assets, and (k) gain on other investments.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Adjusted EBT consists of net income before (a) provision for income taxes, (b) stock-based compensation expense, (c) acquisition related costs, (d) costs incurred related to system implementations, (e) litigation arising outside of the ordinary course of business, (f) gain on business interruption recoveries and loss on long-lived assets, (g) gain on other investments, and (h) amortization of patient base intangible assets.
SEC original ↗Ensign Group, Inc. — Earnings release (8-K exhibit)EX-99Nov 3, 2025
Legal Proceedings 72 Item 1A.
SEC original ↗Ensign Group, Inc. — 10-Q Quarterly report10-QOct 27, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 10-QENSG
Oct 27, 2026
- 8-KENSG
Oct 27, 2026
- Q2 2026
- 8-KENSG
Aug 25, 2026
- 8-KENSG
Aug 20, 2026
- 8-KENSG
Jul 27, 2026
- 10-QENSG
Jul 27, 2026
- Q1 2026
- 8-KENSG
Jun 15, 2026
- 8-KENSG
Jun 10, 2026
- 8-KENSG
May 18, 2026
- 8-KENSG
Apr 30, 2026
- 10-QENSG
Apr 30, 2026
- Q4 2025
- 8-KENSG
Feb 4, 2026
- 10-KENSG
Feb 4, 2026
- Q3 2025
- 8-KENSG
Nov 3, 2025
- 10-QENSG
Nov 3, 2025
- Q2 2025
- 8-KENSG
Aug 26, 2025
- 8-KENSG
Jul 24, 2025
- 10-QENSG
Jul 24, 2025
- Q1 2025
- 8-KENSG
Jun 20, 2025
- 8-KENSG
May 20, 2025
- 8-KENSG
Apr 29, 2025
- 10-QENSG
Apr 29, 2025
- Q4 2024
- 8-KENSG
Feb 5, 2025
- 10-KENSG
Feb 5, 2025
- Q3 2024
- 8-KENSG
Oct 24, 2024
- 10-QENSG
Oct 24, 2024
- 8-KENSG
Oct 21, 2024
- Q2 2024
- 8-KENSG
Jul 25, 2024
- 10-QENSG
Jul 25, 2024
- Q1 2024
- 8-KENSG
May 17, 2024
- 8-KENSG
May 1, 2024
- 10-QENSG
May 1, 2024
Earnings releases
13 documentsPresentations
0 documentsNo presentations for Ensign Group, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Ensign Group, Inc. are held in this edition of the library.
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