The beat-and-raise confirms strong operational momentum in skilled nursing and senior living. Watch for continued acquisition integration and occupancy trends in the H2 2026 earnings call on July 29. The raised guidance implies confidence in sustaining mid-teens EPS growth.
Price Chart
Executive Summary
Ensign Group reported Q2 2026 GAAP diluted EPS of $1.68, beating the $1.63 consensus by ~3.1%, on revenue of $1.44B (+17.3% YoY). The company raised its full-year 2026 EPS guidance to $7.75-$7.85 (from $7.48-$7.62) and revenue guidance to $5.87B-$5.92B (from $5.81B-$5.86B), citing strong same-facility occupancy gains (84.1%, +2.7% YoY) and continued acquisition momentum (20 new operations added in Q2).
Key Financial Metrics
Key Facts
- GAAP diluted EPS $1.68 vs $1.44 YoY (+16.7%), beat consensus of $1.63
- Adjusted diluted EPS $1.92 vs $1.59 YoY (+20.8%)
- Total revenue $1.44B vs $1.228B YoY (+17.3%)
- Same-facility occupancy 84.1%, up 2.7% YoY; transitioning facility occupancy 84.7%, up 2.3%
- Full-year 2026 EPS guidance raised to $7.75-$7.85; revenue guidance raised to $5.87B-$5.92B
- Added 20 new operations in Q2, all with real estate; portfolio now 398 facilities across 17 states
- Standard Bearer segment revenue $44.1M (+40.2% YoY), FFO $24.7M (+34.6%)
- Cash and equivalents $262.3M; $591.6M available under credit facility
Financial Impact
GAAP EPS beat consensus by $0.05 (3.1%); revenue grew 17.3% YoY; annual guidance midpoint raised by ~$0.25 (3.3%) for EPS and $60M (1.0%) for revenue
Risk Factors
- Integration of 20 newly acquired operations may pressure near-term margins
- Occupancy still below pre-pandemic levels; any reversal in census trends could slow growth
- Labor cost inflation and regulatory changes in Medicare/Medicaid reimbursement remain headwinds
- Cash burn from acquisitions ($478.9M investing cash outflow YTD) reduces liquidity cushion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001125376-26-000036 |
| Document: ensg-20260727.htm | 0001125376-26-000036 |
| Document: 0001125376-26-000036-index-headers.html | 0001125376-26-000036 |
| Document: 0001125376-26-000036-index.html | 0001125376-26-000036 |
| Document: 0001125376-26-000036.txt | 0001125376-26-000036 |
| 8-K Data (Synthetic) | 0001125376-26-000036 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | 8-K | $178.07 $179.37 | ▲ +0.73% | ▼ −2.57% | $171.78 (−3.53%) |
Jul 27, 2026 9w ago | Press Release | $178.07 $179.37 | ▲ +0.73% | ▼ −2.57% | $171.78 (−3.53%) |
Jul 2, 2026 13w ago | Press Release | $168.22 $178.83 | ▲ +6.31% | ▲ +6.72% | $171.78 (+2.12%) |
Jun 19, 2026 15w ago | Press Release | $156.78 $171.28 | ▲ +9.25% | ▲ +9.40% | $171.78 (+9.57%) |
Jun 12, 2026 16w ago | Institutional Cluster | $149.37 $168.59 | ▲ +12.87% | ▲ +11.09% | $171.78 (+15.00%) |
Jun 2, 2026 17w ago | Press Release | $165.70 $164.82 | ▼ −0.53% | ▲ +1.03% | $171.78 (+3.67%) |
Jun 2, 2026 17w ago | Press Release | $165.70 $164.82 | ▼ −0.53% | ▲ +1.03% | $171.78 (+3.67%) |
Apr 28, 2026 22w ago | Press Release | $188.30 $171.97 | ▼ −8.67% | ▼ −14.13% | $171.78 (−8.77%) |
Apr 20, 2026 23w ago | 144 | $197.55 $176.66 | ▼ −10.57% | ▼ −14.78% | $171.78 (−13.04%) |
Mar 20, 2026 28w ago | Press Release | $200.02 $197.55 | ▼ −1.23% | ▼ −10.55% | $171.78 (−14.12%) |
US Market Status
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