ENSIGN GROUP, INC — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Ensign reported Q3 2026 diluted EPS of $1.76 GAAP ($2.03 adjusted), up 23.9% YoY. The company raised full-year 2026 guidance to $7.94–$8.02 EPS (from $7.75–$7.85) and revenue to $5.89–$5.92B (maintaining upper end). During Q3 and after, Ensign acquired 22 new operations (19 leased, 3 real estate) and Standard Bearer acquired 5 additional real estate properties. Since 2024, 122 new operations have been added. Q3 revenue grew 14.5% to $1.48B; same-facility occupancy reached 84.1% (up 1.6% YoY) with skilled mix revenue up 10.7%. Medicare revenue improved 11.1% YoY. Cash position remained strong at $337.6M with $731.6M available credit.
Why this rating
Strong earnings beat with guidance raise signals momentum; acquisition pace of 122 ops since 2024 is material for a $6B company. Growth is real but moderately material relative to size.
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