ENSG Q3 Call: Florida Market Entry, Guidance Hike, and M&A Pipeline Acceleration
Following a strong Q3 print, Ensign Group management used the earnings call to detail their strategic entry into the Florida market and a significant upward revision to FY 2026 guidance. The call highlighted the 'One Clinical' integrated care model as the primary driver behind a 10.7% increase in same-store skilled mix revenue. Management expressed high confidence in their M&A engine, noting that while recent Florida and Texas acquisitions are currently 'turnaround' projects that will take time to contribute to...
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