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Visual21 Nov 2025
Data center suppliers
The Ensign Group (ENSG) investor relations material
The Ensign Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved record Q3 2025 results with GAAP diluted EPS of $1.42 (up 6.0% YoY) and adjusted EPS of $1.64 (up 18.0% YoY), driven by strong clinical outcomes, higher occupancy, skilled mix, and acquisitions.
Revenue for Q3 2025 increased 19.8% year-over-year to $1.30 billion; net income attributable to shareholders rose 6.9% to $83.8 million.
Added 22 new operations in Q3, bringing 2025 acquisitions to 45 and expanding the footprint to 369 facilities across 17 states.
Emphasizes a decentralized, entrepreneurial leadership model and cluster-based operational structure to drive superior clinical and financial outcomes.
Organic growth potential remains high, with further upside in occupancy and skilled mix.
Financial highlights
Q3 2025 consolidated GAAP and adjusted revenue was $1.30 billion, up 19.8% YoY; adjusted EBITDA was $151.1 million, and adjusted EBITDAR was $212.6 million.
GAAP net income for Q3 2025 was $83.8 million, up 6.9%; adjusted net income was $96.5 million, up 18.9%.
Cash and cash equivalents at quarter-end were $443.7 million; net cash from operations for the first nine months was $381.0 million.
Lease-adjusted net debt-to-EBITDA ratio was 1.86x as of September 30, 2025.
Paid a quarterly cash dividend of $0.0625 per share; 22 consecutive years of dividend increases.
Outlook and guidance
Raised 2025 earnings guidance to $6.48–$6.54 per diluted share, midpoint up 18.4% over 2024 and 36.5% over 2023.
Increased annual revenue guidance to $5.05–$5.07 billion, reflecting strong performance and anticipated acquisitions.
Guidance based on 59.0 million diluted shares, 25% tax rate, normalized insurance costs, and excludes certain non-recurring charges.
Management expects continued growth through acquisitions and organic improvements in occupancy and skilled mix.
Guidance reflects positive occupancy and skilled mix trends, and robust liquidity for ongoing operations.
What factors led to the raised 2025 guidance?
Future acquisition criteria and market focus
Impact of payor mix shift on revenue growth?
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Next The Ensign Group earnings date
Q4 202530 Jan, 2026
Next The Ensign Group earnings date
Q4 202530 Jan, 2026
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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.
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