Core Insights - The Ensign Group, Inc. (ENSG) reported a fourth-quarter 2025 adjusted EPS of $1.82, exceeding the Zacks Consensus Estimate by 4%, with a year-over-year improvement of 19.5% [1][8] - Operating revenues increased by 20.2% year over year to $1.36 billion, although this figure fell short of the consensus estimate by 0.5% [1][8] - The strong earnings performance was driven by improved occupancy rates, higher patient days, and enhanced skilled service performance, despite being partially offset by increased expenses [1] Financial Performance - Adjusted net income for the quarter was $107.8 million, reflecting a 23.2% year-over-year increase [2] - Same-facilities occupancy rose by 240 basis points to 83.8%, while transitioning-facilities occupancy increased by 290 basis points year over year to 84.9% [2] - Total expenses grew by 19.9% year over year to $1.24 billion, primarily due to higher costs of services, rent, and general & administrative expenses, but were lower than the estimated $1.25 billion [2] Segment Performance - Skilled Services segment revenues reached $1.3 billion in Q4, a 20.2% year-over-year growth, although it missed estimates by 1.5% [3] - Segment income for Skilled Services increased to $169.3 million from $141 million a year ago [3] - Rental revenues surged by 37.2% year over year to $34.5 million, supported by buyouts, with segment income rising 38.3% year over year to $10.3 million [4] Financial Position - As of December 31, 2025, cash and cash equivalents stood at $503.9 million, up from $464.6 million at the end of 2024 [5] - Total assets increased to $5.5 billion from $4.7 billion at the end of 2024 [5] - Long-term debt, excluding current maturities, decreased to $137.5 million from $141.6 million as of December 31, 2024 [6] 2026 Outlook - Revenues for 2026 are projected to be between $5.77 billion and $5.84 billion, an increase from the 2025 level of $5.06 billion, which grew 18.7% year over year [7] - Adjusted EPS is expected to be in the range of $7.41 to $7.61 for 2026, higher than the 2025 level of $6.57, which grew 19.5% year over year [7] - The estimated weighted average common shares outstanding is around 60 million, with a tax rate expected at 25% [7]

On operating trends, Port said same-store and transitioning occupancy rose to 83.8% and 84.9% during the quarter, which he described as all-time highs. He also pointed to rising skilled volume and revenue across payers, which management attributed to stronger reputations in local markets and increasing trust from referral partners.Port linked clinical performance to the company’s ability to attract and retain staff, pointing to improvements in turnover, “stable wage growth,” and lower staffing agency usage ...

分组1 - Ensign Group (ENSG) reported quarterly earnings of $1.82 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, and up from $1.49 per share a year ago [1] - The earnings surprise for this quarter was +4.00%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - The company posted revenues of $1.36 billion for the quarter, which was below the Zacks Consensus Estimate by 0.53%, but an increase from $1.13 billion year-over-year [3] 分组2 - Ensign Group shares have declined approximately 0.3% since the beginning of the year, while the S&P 500 has gained 1.1% [4] - The current consensus EPS estimate for the upcoming quarter is $1.73 on revenues of $1.35 billion, and for the current fiscal year, it is $7.09 on revenues of $5.64 billion [8] - The Medical - Nursing Homes industry, to which Ensign Group belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9]

The Ensign Group Reports Fiscal Year and Fourth Quarter 2025 Results; Issues 2026 Annual Earnings and Revenue Guidance Conference Call and Webcast scheduled for tomorrow, February 5, 2026 at 10:00 am PT SAN JUAN CAPISTRANO, California – February 4, 2026 – The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign group of companies, which provide post-acute healthcare services and invest in the long-term healthcare industry, primarily in skilled nursing and senior living facilities, announced o ...

Conference Call and Webcast scheduled for tomorrow, February 5, 2026 at 10:00 am PTSAN JUAN CAPISTRANO, Calif., Feb. 04, 2026 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign(TM) group of companies, which provide post-acute healthcare services and invest in the long-term healthcare industry, primarily in skilled nursing and senior living facilities, announced operating results for the fiscal year and fourth quarter of 2025, reporting GAAP diluted earnings per share ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2025. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to . Commission file number: 001-33757 _____________________________ THE ENSIGN GROUP, INC. (Exact Name of Registrant as Specified in Its Cha ...

SAN JUAN CAPISTRANO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the EnsignTM group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it acquired the real estate and operations of “Sunset Valley Rehabilitation and Healthcare Center” an 80-bed skilled nursing facility located in Littlefie ...

SAN JUAN CAPISTRANO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it acquired the operations of “Agave Grove Post Acute”, a 225-bed skilled nursing facility located in Glendale, Arizona which is subject to a long-term, tr ...

SAN JUAN CAPISTRANO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it acquired the real estate and operations of “Timber Ridge Health and Rehabilitation”, a 48-bed skilled nursing facility located in Stevens Point, Wiscons ...

SAN JUAN CAPISTRANO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the EnsignTM group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it acquired the real estate and operations of “The Chateau Waco”, a 123-bed skilled nursing facility located in Waco, Texas. The real estate was acquired ...