ENSG Q1: Mixed Results, Bullish Outlook

The Ensign Groups Q1 2026 results show revenue growth of 18.4% to $1.39 billion, missing Wall Streets estimate of $1.52 billion. However, adjusted EPS of $1.85 beat expectations and adjusted EBITDA topped forecasts. The company raised full-year revenue guidance and maintained adjusted EPS estimates, driven by 22 new operations in Texas. Despite share price drop, insiders highlight record occupancy rates and a more complex patient mix. The real estate arm expanded to 173 properties, and operational improvements reduced agency reliance. Acquisition integrations in Texas are expected to boost profits gradually, with focus on occupancy trends, labor adjustments, and new ERP rollout. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/d28dd5ad60ba9dd5