Ensign Group reports Q3 2026 adjusted EPS of $2.03, raises FY2026 EPS guidance to $7.94-$8.02

Q3 2026 GAAP diluted EPS of $1.76 and adjusted diluted EPS of $2.03, representing 23.9% and 23.8% YoY increases, respectively.

Consolidated revenue of $1.48 billion for Q3 2026, up 14.5% YoY; nine-month revenue of $4.31 billion, up 16.7% YoY.

FY2026 adjusted EPS guidance raised to $7.94-$8.02 (midpoint $7.98) from $7.75-$7.85 (midpoint $7.80), a $0.18 raise at the midpoint representing approximately 21.5% growth over 2025.

FY2026 annual revenue guidance raised at the low end to $5.89-$5.92 billion (midpoint $5.905B) from $5.87-$5.92 billion (midpoint $5.895B).

Acquired 22 new operations during Q3 including 19 leased operations and 3 real estate assets, expanding into Florida with 9 facilities; total portfolio now comprises 418 healthcare operations across 18 states.

Same Facility occupancy increased to 84.1% and Transitioning Facility occupancy to 86.1%, up 1.6% and 3.9% YoY respectively; skilled mix revenue increased 10.7% and 10.5% YoY.

Standard Bearer segment generated $47.7 million in rental revenue (up 46.3% YoY) and $27.3 million in FFO (up 41.3% YoY).