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Mar 31, 2025
Ensign Group Q1 2025 Earnings Report
Announced operating results for the first quarter of 2025
Key Takeaways
The Ensign Group reported a strong first quarter in 2025, with record operating results, exceeding expectations and leading to an increase in full-year guidance. The company saw significant improvements in occupancy and skilled mix across its facilities and continued its strategic acquisition pace.
GAAP diluted earnings per share for Q1 2025 were $1.37.
Adjusted earnings per share for Q1 2025 were $1.52.
Same store and transitioning occupancy increased to 82.6% and 83.5% respectively, new high-water marks.
The company raised its full-year 2025 earnings guidance to $6.22 to $6.38 per diluted share and revenue guidance to $4.89 billion to $4.94 billion.
Revenue by Segment
Forward Guidance
The Ensign Group raised its full-year 2025 guidance based on strong Q1 results and anticipated acquisitions.
Positive Outlook
- Increased 2025 earnings guidance to $6.22 to $6.38 per diluted share.
- New midpoint of earnings guidance represents a 14.5% increase over 2024 results.
- Increased annual revenue guidance to $4.89 billion to $4.94 billion.
- Anticipates continuing a steady pace of acquisitions.
- Strong liquidity with significant cash on hand and available credit.
Challenges Ahead
- Guidance is based on diluted weighted average common shares outstanding of approximately 59.5 million.
- Guidance assumes a 25.0% tax rate.
- Guidance assumes normalized insurance costs.
- Guidance assumes management’s current expectations regarding reimbursement rates.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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