Core Insights - The Ensign Group, Inc. (ENSG) reported a 2.2% decline in shares following its third-quarter 2025 results, despite beating earnings expectations due to elevated expenses from higher service costs and administrative expenses [1][9] - Adjusted EPS for Q3 2025 was $1.64, exceeding the Zacks Consensus Estimate by 3.1%, and reflecting an 18% year-over-year improvement [2][11] - Operating revenues increased by 19.8% year over year to $1.3 billion, surpassing consensus estimates by 2.5% [2][9] Financial Performance - Adjusted net income for Q3 2025 was $96.5 million, an 18.9% increase year over year [3] - Total expenses rose by 20.9% year over year to $1.2 billion, exceeding estimates by 3.6% [3][9] - Cash and cash equivalents at the end of Q3 2025 were $443.7 million, a 4.5% decrease from the end of 2024 [6] - Total assets increased by 11.9% year over year to $5.2 billion [6] Segment Performance - Skilled Services segment revenues reached $1.2 billion, growing 19.9% year over year, driven by higher occupancy rates and patient days [4] - Rental revenues increased by 33.5% year over year to $32.6 million, supported by buyouts [5] Capital Deployment - The company did not engage in share buybacks during Q3 2025, but paid dividends totaling $10.8 million in the first nine months of 2025 [10] Outlook - The revenue forecast for 2025 has been raised to between $5.05 billion and $5.07 billion, indicating an 18.8% improvement from 2024 [11] - Adjusted EPS is projected to be between $6.48 and $6.54 for 2025, reflecting an 18.4% growth from the previous year [11]

Core Insights - Ensign Group (ENSG) reported revenue of $1.17 billion for Q1 2025, marking a year-over-year increase of 16.1% and a slight surprise of +0.23% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) for the same quarter was $1.52, compared to $1.30 a year ago, resulting in an EPS surprise of +1.33% against the consensus estimate of $1.50 [1] Financial Performance Metrics - Actual patient days were reported at 2,538,135, slightly below the average estimate of 2,554,506 from two analysts [4] - Rental revenue was $6 million, compared to the average estimate of $6.60 million from two analysts [4] - Skilled services revenue was reported at $1.12 billion, matching the average estimate from two analysts [4] - Total service revenue was $1.17 billion, slightly above the average estimate of $1.16 billion from two analysts [4] Stock Performance - Ensign Group's shares have returned -1.8% over the past month, while the Zacks S&P 500 composite has seen a -0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]