ENSG · Ensign Group Q2 FY2026 earnings call record财报电话会记录

“Likewise, these operations achieved CMS Cycle 1 survey inspection results that outperformed the average of facilities in our operating states by 18% and exceeded county-level averages by 26%.”

“In today's healthcare environment, patient volumes and acuity levels are directly tied to objective and verifiable positive clinical outcomes.”

“As for our ability to attract high acuity patients, our combined same facilities and transitioning facilities revenue and days increased by 10.7% and 6.7%, respectively, over the prior year quarter.”

“Managed care revenue increased by 6.1% and 16.2%, respectively, for same-store and transitioning operations over the prior year quarter, with skilled mix days up 6.2% and 9.4%, respectively, from the second quarter of 2025.”

“Reflecting the strength of our same-store operations, continued operational momentum across our portfolio, and the ability of our local teams to deliver strong clinical outcomes that deepen referral relationships and support sustainable growth, along with the contribution from acquisitions, we are increasing our annual 2026 earnings guidance to $7.75-$7.85 per diluted share, up from our previous guidance of $7.48-$7.62, which we increased last quarter.”

“The midpoint of our earnings guidance represents an 18.7% increase over 2025 and a 41.8% growth rate over 2024.”

“In fact, during Q2, The Reserve touched 100% occupancy for the first time ever, and averaged 92% occupancy for the quarter, up from 83% in quarter two of 2025.”

“Most recently, in Q2, revenue increased by 18%, and EBIT grew by 97% over prior year quarter.”

“We also own 183 assets, of which 159 are owned completely debt-free.”

“As Barry mentioned, we are increasing our annual 2026 earnings guidance to between $7.75 and $7.85 per diluted share, and our annual revenue guidance between $5.87 billion-$5.92 billion.”

“Additionally, other factors that could impact our quarterly performance include variations in reimbursement systems, delays and changes in state budgets, seasonality and occupancy in skilled mix, the influence of the general economy on census and staffing, the short-term impact of our acquisition activities, variations in insurance rules and other factors.”

“This is not going to impact the acquisition strategy at all, and we're going to continue to grow like we always have.”