)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The Ensign Group
The Ensign Group (ENSG) investor relations material
The Ensign Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 revenue was $1.484B, up 14.5% YoY; GAAP diluted EPS was $1.76 and adjusted diluted EPS was $2.03, up 23.9% and 23.8%, respectively.
Strong quarterly results, occupancy and skilled-mix momentum supported higher FY 2026 diluted EPS guidance of $7.94-$8.02.
Acquisitions expanded operations across 18 states, with 418 healthcare operations as of October 1, 2026.
Financial highlights
Q3 GAAP net income was $104.3M, up 24.4% YoY; adjusted net income was $120.5M, up 24.9%.
Q3 total revenue was $1.484B versus $1.296B; 9M revenue was $4.314B versus $3.697B, up 16.7%.
9M GAAP diluted EPS was $5.11 versus $4.23; adjusted diluted EPS was $5.80 versus $4.75.
9M operating cash flow was $512.3M versus $381.0M; investing cash outflow was $690.9M, primarily reflecting higher acquisition spending.
Outlook and guidance
FY 2026 diluted EPS guidance increased to $7.94-$8.02 from $7.75-$7.85; revenue guidance is $5.89B-$5.92B.
Guidance midpoint implies 21.5% growth over 2025 and 45.1% over 2024; assumptions include ~59.5M diluted weighted-average shares and a 25% tax rate.
Guidance reflects same-facility growth, stronger census and skilled mix, acquisition activity, and expected Q4 acquisitions; it excludes certain non-ordinary charges and share-based compensation.
Renovation projects were budgeted at $175.0M for 2026; 9M capital expenditures were $135.9M.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from The Ensign Group
- Clinical execution, acquisition growth and real estate support rising earnings and scale.ENSG
Investor presentation - FY23 growth and occupancy gains underpin higher FY24 revenue and EPS guidance.ENSGQ4 2023
- Q2 2026 saw record growth, higher guidance, strong acquisitions, and ongoing regulatory risks.ENSGQ2 2026
- Q1 2026 revenue up 18.4%, net income up 24.2%, with raised guidance and strong expansion.ENSGQ1 2026
- Director elections, auditor ratification, and say-on-pay up for vote at annual meeting.ENSGProxy filing
- 2025 saw record growth, enhanced governance, and performance-driven executive compensation.ENSGProxy filing
- Strong growth, robust acquisitions, and proactive regulatory management drive future upside.ENSGOppenheimer 36th Annual Healthcare MedTech & Services Conference
- Record revenue, earnings, and occupancy drive double-digit FY26 growth outlook.ENSGQ4 2025
- Q3 revenue up 15%, net income up 22.8%, and guidance raised amid record occupancy and expansion.ENSGQ3 2024
Next The Ensign Group earnings date
Q4 20263 Feb, 2027
The Ensign Group
Next The Ensign Group earnings date
Q4 20263 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
The Ensign Group Inc is a provider of healthcare services, primarily focusing on skilled nursing, rehabilitative care, and assisted living services. The company operates a network of facilities across the United States, offering short-term and long-term care for elderly and post-acute patients. In addition to skilled nursing and senior living, Ensign provides home health, hospice care, and physical therapy services. The company is headquartered in San Juan Capistrano, California, and its shares are listed on the NASDAQ.