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Jun 30, 2025
Ensign Group Q2 2025 Earnings Report
Ensign Group reported strong Q2 2025 results with higher revenue, EPS, and occupancy growth.
Key Takeaways
The Ensign Group delivered robust Q2 2025 results, driven by strong occupancy and skilled mix improvements across its facilities, along with higher revenue and EPS.
Revenue reached $1.23 billion, up 18.5% YoY
GAAP EPS was $1.44 and adjusted EPS was $1.59
Net income rose to $84.4 million, up 18.9% YoY
Same facility occupancy hit a record 82.1%, transitioning facility occupancy 84.0%
Revenue by Segment
Forward Guidance
The company raised its 2025 guidance for both earnings and revenue based on strong Q2 performance and acquisition momentum.
Positive Outlook
- Raised 2025 EPS guidance to $6.34-$6.46
- Raised 2025 revenue guidance to $4.99-$5.02 billion
- Strong occupancy and skilled mix trends continue
- Acquisition momentum with 52 new operations since 2024
- Strong liquidity with $364 million cash on hand
Challenges Ahead
- Ongoing exposure to regulatory changes
- Seasonality still impacts quarterly performance
- Acquisition integration risks remain
- Increasing borrowing costs could affect growth
- Competition in skilled nursing acquisitions remains high
Historical Earnings Impact
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Avg. Return Before/After Earnings
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