ENSG
The Ensign Group, Inc.175.36
-1.73-0.98%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
10.16BP/E (TTM)
31.37Basic EPS (TTM)
5.59Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
Director retirement compensation approved
The Ensign Group accelerated vesting of 3,300 restricted stock awards, 21,750 stock options, and 1,000 Standard Bearer restricted shares for retiring director Christopher Christensen, effective August 21, 2025, alongside a $2.07 million cash bonus for 2025 services and up to $150,000 health insurance subsidy over five years. The company will repurchase his 19,726 Standard Bearer common shares and one preferred share for $287,393 at fair market value. Christensen steps down September 1 but offers advisory services up to one year at $100,000 annually. This smooths the board transition without operational disruptions.
10-Q
Q2 FY2025 results
The Ensign Group filed its 10-Q for the quarter ended June 30, 2025, but the document provided lacks the required financial statements, MD&A, and notes, preventing analysis of revenue, profitability, or key metrics. Without these details, year-over-year or quarter-over-quarter changes in revenue, gross margin, operating income, diluted EPS, cash flow, or debt cannot be assessed or derived. Non-GAAP metrics are not disclosed in the 10-Q. The filing includes exhibits on restricted stock awards and non-incentive stock options under the 2022 Omnibus Incentive Plan, amended effective February 21, 2025, vesting 20% annually over five years. Liquidity and M&A details are unavailable. Competition from larger healthcare providers poses a key risk.
8-K
Ensign boosts Q2 earnings, guidance
The Ensign Group reported Q2 2025 results with revenue up 18.5% to $1.23 billion and GAAP net income rising 18.9% to $84.4 million, fueled by 6.5% same-facility skilled services growth and occupancy hitting a record 82.1%. Acquisitions added eight operations, including three real estate assets, expanding the portfolio to 348 facilities. Management raised 2025 guidance to $6.34–$6.46 adjusted EPS and $4.99–$5.02 billion revenue. Strong liquidity supports ongoing expansion, yet reimbursement risks loom.
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