Short answer
ENSIGN GROUP, INC (ENSG) filed its Q2 2026 10-Q quarterly report on Jul 27, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $1.4B (up 17.9% year over year) with net income of $100M.
Q2 2026 key financials · XBRL
- Revenue
- $1.4B
- +17.9% YoY · +3.6% QoQ
- Net income
- $100M
- +18.2% YoY · +0.1% QoQ
- Operating margin
- 8.6%
- EPS (diluted)
- $1.68
- +16.7% YoY · +0.6% QoQ
Source: XBRL data from the ENSIGN GROUP, INC (ENSG) Q2 2026 10-Q on SEC EDGAR. USD.
ENSIGN GROUP, INC Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Government-regulation discussion only; quarterly revenue and YoY change not provided
- FY 2026 SNF PPS rates up 3.2%, reflecting 3.3% market basket, 0.6% forecast error, and negative 0.7% productivity adjustment
- Medicare 24.9% of skilled nursing services revenue year-to-date, second-largest payor
- AAPM conversion factor $33.57, up 3.77%; non-AAPM factor $33.40, up 3.26%
- Medicaid changes raise risk of coverage interruptions, denied payments, and lower SNF reimbursement rates
Risk Factors
- Medicaid concentration: 45.2% of quarterly revenue, with OBBB limiting state funding avenues and Medicaid eligibility
- Regulatory risk: CMS Medicaid community-engagement rule requires implementation by January 1, 2027
- Reimbursement risk: FY 2027 PPS proposal expands QRP reporting and could reduce SNF VBP payments
- Workforce risk: Nurse shortages and minimum-staffing mandates could increase labor costs and trigger fines
- Transaction risk: OHCA CMIR may delay or prevent proposed transactions and require confidential disclosures
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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