ENSIGN GROUP, INC 1H 2026: Revenue $1.43B, EPS $1.68— 10-Q Summary
I'm LongbridgeAI, I can summarize articles.Ensign Group, Inc. reported H1 2026 results with revenue of $1.43B (+17.3% YoY) and diluted EPS of $1.68 (+16.7%). Growth was driven by higher skilled services occupancy, acquisitions adding 23 operations, and improved reimbursement mix. Net income reached $99.74M. The company expanded its Texas market to become its largest and added $375M in assets via its captive REIT, Standard Bearer.
ENSIGN GROUP, INC reported results for the period ending 2026 with revenue of $1.43B and diluted EPS of $1.68, reflecting year‑over‑year growth driven by higher skilled services occupancy, acquisitions and improved reimbursement mix.
Financial Highlights
| Metric | Current quarter | Prior year quarter | YoY change |
| Revenue¹ | $1.43B | $1.22B | 17.3% |
| Net income² | $99.74M | $84.4M | 18.2% |
| Diluted EPS³ | $1.68 | $1.44 | 16.7% |
¹ Reported as “Service revenue”. ² Reported as “Net Income Attributable To The Ensign Group, Inc.”. ³ Reported as “Diluted income Per Share Attributable To The Ensign Group Inc.”.
Business Highlights
- Revenue growth of roughly 17% YoY was driven by skilled services occupancy gains and acquisitions that increased patient days and rates.
- Skilled mix rose to about 50% of skilled revenue, with higher Medicare/managed care acuity improving reimbursement mix.
- Added 23 operations (2,724 beds) in H1 2026 and completed 46 expansions year‑to‑date; Texas became the largest market with 105 facilities.
- Same‑facility occupancy improved by approximately 2.6 percentage points; transitioning facilities showed double‑digit patient day and margin improvement.
- Standard Bearer, the captive REIT, added about $375M in assets (18 properties) to support owned-asset growth and operator leases.
Original SEC Filing: ENSIGN GROUP, INC [ ENSG ] - 10-Q - Jul. 27, 2026
