Brief: Ensign Group Q2 Adjusted EPS USD 1.59 Vs. IBES Estimate USD 1.55

Ensign group

24/07/2025 21:08

Overview

Ensign Q2 adjusted revenue rises 18.5%, largely in-line with analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus

Co raises 2025 earnings and revenue guidance, citing strong H1 performance

Outlook

Company raises 2025 EPS guidance to $6.34-$6.46 per share

Ensign increases annual revenue guidance to $4.99 bln-$5.02 bln

Company anticipates continued acquisition activity

Result Drivers

OCCUPANCY GROWTH - Same Facilities and Transitioning Facilities occupancy increased by 2.0% and 4.6%, respectively, over the prior year qtr

SKILLED SERVICES REVENUE - Total skilled services revenue rose 18.4% to $1.17 bln

ACQUISITION STRATEGY - Co added 52 new operations since early 2024, contributing to growth and expected to continue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Rental Revenue
$6.36 mln
Q2 Adjusted Revenue
Meet
$1.23 bln
$1.22 bln (6 Analysts)
Q2 Adjusted EPS
Beat
$1.59
$1.55 (6 Analysts)
Q2 EPS
$1.44
Q2 Net Income
$84.47 mln
Q2 Operating Income
$103.90 mln
Q2 Service Revenue
$1.22 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy"

Wall Street's median 12-month price target for Ensign Group Inc is $166.50, about 16.4% above its July 23 closing price of $139.25

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nGNXq4LGY

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)