The Ensign Group (ENSG) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
27 Oct, 2026Scale and operating model
398 operations across 17 states, with 44K beds/units, 60K employees and 200K+ residents cared for on an annualized basis in 2026.
Same-facility occupancy was 84.1%; the operating model emphasizes empowered local leadership, shared accountability and collaboration through regional clusters.
Clinical quality and culture
Same-facility CMS quality measures were 23% better than state averages; Cycle 1 inspection results were 18% better than state averages.
More than 80% of operations had a 4- or 5-star quality measure rating; same-facility short- and long-stay outcomes outperformed national averages on multiple measures.
88% employee participation in the Emergency Fund; 49 operations received the 2025 Flag award for performance across clinical quality, culture, compliance, engagement and financial results.
Growth and shareholder returns
Facility count has grown at a 20% CAGR since 1999; revenue and adjusted EBITDAR each showed a 16% CAGR across the presentation's historical growth series.
YTD 2026 activity included 22 operations acquired, 25 operation expansions, 3,109 operational beds/units added and $437M in acquisition spending.
Total shareholder return since the 2007 IPO was 4,629%, versus 680% for the S&P 500 over the same period, through July 2026.
Latest events from The Ensign Group
- Revenue and EPS growth lifted FY 2026 guidance amid strong occupancy and acquisitions.ENSG
Q3 2026 - FY23 growth and occupancy gains underpin higher FY24 revenue and EPS guidance.ENSG
Q4 2023 - Q2 2026 saw record growth, higher guidance, strong acquisitions, and ongoing regulatory risks.ENSG
Q2 2026 - Q1 2026 revenue up 18.4%, net income up 24.2%, with raised guidance and strong expansion.ENSG
Q1 2026 - Director elections, auditor ratification, and say-on-pay up for vote at annual meeting.ENSG
Proxy filing - 2025 saw record growth, enhanced governance, and performance-driven executive compensation.ENSG
Proxy filing - Strong growth, robust acquisitions, and proactive regulatory management drive future upside.ENSG
Oppenheimer 36th Annual Healthcare MedTech & Services Conference - Record revenue, earnings, and occupancy drive double-digit FY26 growth outlook.ENSG
Q4 2025 - Q3 revenue up 15%, net income up 22.8%, and guidance raised amid record occupancy and expansion.ENSG
Q3 2024