Short answer
ENSIGN GROUP, INC (ENSG) filed its Q1 2026 10-Q quarterly report on Apr 30, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $1.4B (up 17.8% year over year) with net income of $100M.
Q1 2026 key financials · XBRL
- Revenue
- $1.4B
- +17.8% YoY
- Net income
- $100M
- +24.2% YoY
- Operating margin
- 9.0%
- EPS (diluted)
- $1.67
- +21.9% YoY
Source: XBRL data from the ENSIGN GROUP, INC (ENSG) Q1 2026 10-Q on SEC EDGAR. USD.
ENSIGN GROUP, INC Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Service revenue $1.382B, up $215.3M YoY from $1.167B
- Skilled Services revenue $1.331B vs $1.124B; All Other $51.5M vs $43.5M
- Skilled mix 50.7% of revenue vs 50.2%; occupancy 84.0% vs 81.9%
- Operating expansion: five skilled nursing operations, adding 582 beds
- Headwinds: Medicaid provider-tax limits and potential mandatory staffing legislation
Risk Factors
- Newly triggered political risk: OBBB limits ACA Medicaid expansion and imposes six-month eligibility redeterminations
- Most material reimbursement update: FY 2027 PPS proposal expands QRP reporting and reduces VBP reimbursements
- Compliance risk: CMS Interoperability Final Rule implementation through January 1, 2027 may reduce Medicare Advantage reimbursement
- Labor risk: Staffing shortages could increase costs and trigger state minimum-staffing fines
- Revenue concentration: Medicaid represented 44.8% of revenue, with exposure concentrated in California, Texas, and Arizona
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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