Jun 2026 (Q2 FY26) — Jul 29, 2026
The Ensign Group Q2 FY26 — Strong Performance and Raised Guidance Driven by Clinical Excellence and Strategic Acquisitions
Read the full callEnsign Group earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,440 | +17.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 8.5 | +0.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 99.7 | +18.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $182.04 on 17 Oct 2025 → $173.05. High $215.83 (2 Mar 2026), low $147.13 (11 Jun 2026).
Overview
Call summaries
The Ensign Group Q2 FY26 — Strong Performance and Raised Guidance Driven by Clinical Excellence and Strategic Acquisitions
Read the full callThe Ensign Group, Inc. Q1 FY26 — Strong Occupancy and Raised Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: +18% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,082 | 1,132 | 1,173 | 1,228 | 1,296 | 1,361 | 1,389 | 1,440 |
| Expenses | 992 | 1,031 | 1,072 | 1,124 | 1,200 | 1,237 | 1,264 | 1,318 |
| Operating profit | 89 | 101 | 101 | 104 | 96 | 124 | 125 | 123 |
| Operating margin | 8.3% | 8.9% | 8.6% | 8.5% | 7.4% | 9.1% | 9.0% | 8.5% |
| Other income | 9 | 5 | 5 | 8 | 10 | 6 | 4 | 11 |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | 99 | 106 | 107 | 112 | 107 | 130 | 129 | 134 |
| Tax rate | 20.4% | 24.6% | 24.6% | 24.8% | 21.3% | 26.6% | 22.4% | 25.3% |
| Net profit | 78 | 80 | 80 | 84 | 84 | 95 | 100 | 100 |
| EPS ($ per share) | 1.38 | — | 1.41 | 1.48 | 1.46 | — | 1.73 | 1.72 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 345 | 392 | 551 | 734 | 946 | 1,143 | 1,427 | 1,756 |
| Total liabilities | 580 | 1,706 | 1,727 | 1,829 | 2,203 | 2,680 | 2,829 | 3,228 |
| Fixed assets | 608 | 768 | 778 | 888 | 992 | 1,091 | 1,291 | 1,697 |
| Investments | 9 | 18 | 13 | 14 | 15 | 17 | 62 | 69 |
| Total assets | 1,182 | 2,362 | 2,546 | 2,851 | 3,452 | 4,178 | 4,669 | 5,463 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 210 | 192 | 373 | 276 | 273 | 377 | 347 | 564 |
| Cash from investing | -151 | -247 | -59 | -174 | -186 | -183 | -390 | -513 |
| Cash from financing | -70 | 83 | -137 | -76 | -32 | -1 | -2 | -12 |
| Net cash flow | -11 | 28 | 177 | 26 | 54 | 193 | -45 | 39 |
| Capital expenditure | -51 | -72 | — | — | — | — | — | — |
| Free cash flow | 159 | 121 | — | — | — | — | — | — |
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Skilled Services | — | — | 96% | 96% | 96% | 97% | 96% | 96% | +17.6% |
| Standard Bearer | 2% | 2% | 2% | 3% | 3% | 3% | 3% | 3% | +40.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Owned properties Standard Bearer | 173Standard Bearer is now comprised of 173 owned properties, of which 137 are leased to an Ensign affiliated operator and 37 are leased to third-party operators.Source: earnings call transcript | 177Standard Bearer is now comprised of 177 owned properties, of which 140 are leased to an Ensign affiliated operator and 38 of which are leased to third-party operators.Source: earnings call transcript | +2.3% |
| Properties leased to Ensign affiliated operators Standard Bearer | 137Standard Bearer is now comprised of 173 owned properties, of which 137 are leased to an Ensign affiliated operator and 37 are leased to third-party operators.Source: earnings call transcript | 140Standard Bearer is now comprised of 177 owned properties, of which 140 are leased to an Ensign affiliated operator and 38 of which are leased to third-party operators.Source: earnings call transcript | +2.2% |
| Properties leased to third-party operators Standard Bearer | 37Standard Bearer is now comprised of 173 owned properties, of which 137 are leased to an Ensign affiliated operator and 37 are leased to third-party operators.Source: earnings call transcript | 38Standard Bearer is now comprised of 177 owned properties, of which 140 are leased to an Ensign affiliated operator and 38 of which are leased to third-party operators.Source: earnings call transcript | +2.7% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
117 filings between Nov 3, 2025 and Sep 10, 2026.
Purchases
None
No insider bought shares.
Sales
$13.59M
48 sales by 10 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 6 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Port Barry | — | $5.12M | Nov 12, 2025 |
| Snapper Suzanne D. | — | $2.50M | Feb 6, 2026 |
| Burton Spencer | — | $2.11M | Nov 20, 2025 |
| Wittekind Beverly B. | — | $1.94M | Feb 19, 2026 |
| SMITH BARRY M | — | $1.03M | Jun 2, 2026 |
| Shaw Daren | — | $392.0K | Feb 17, 2026 |
| Agwunobi John O | — | $262.2K | Jul 20, 2026 |
| Blouin Ann Scott | — | $143.1K | Jul 27, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 10, 2026 | Uychiat Pison Marivic Director | Gift | 580 | $0 |
| Aug 11, 2026 | Burton Spencer President and COO | Gift 10b5-1 plan | 2,500 | $0 |
| Jul 27, 2026 | Blouin Ann Scott Director | Sale 10b5-1 plan | 200 | $37.0K |
| Jul 27, 2026 | Blouin Ann Scott Director | Sale 10b5-1 plan | 175 | $31.8K |
| Jul 20, 2026 | Agwunobi John O Director | Sale 10b5-1 plan | 392 | $67.1K |
| Jul 16, 2026 | Parkinson Mark Vincent Director | Sale 10b5-1 plan | 100 | $16.8K |
| Jul 15, 2026 | Parkinson Mark Vincent Director | Award 10b5-1 plan | 600 | $0 |
| Jul 15, 2026 | Blouin Ann Scott Director | Award | 600 | $0 |
| Jul 15, 2026 | Abbott Swati Bargotra Director | Award | 600 | $0 |
| Jul 15, 2026 | Agwunobi John O Director | Award | 600 | $0 |
| Jul 15, 2026 | Shaw Daren Director | Award | 600 | $0 |
| Jul 15, 2026 | SMITH BARRY M Director | Award | 600 | $0 |
| Jun 2, 2026 | SMITH BARRY M Director | Sale 10b5-1 plan | 700 | $115.0K |
| May 27, 2026 | Port Barry Chief Executive Officer | Tax withheld | 509 | $87.5K |
| May 27, 2026 | Snapper Suzanne D. CFO | Tax withheld | 458 | $78.8K |
| May 27, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Tax withheld | 102 | $17.5K |
| May 27, 2026 | Keetch Chad CIO and EVP | Tax withheld | 306 | $52.6K |
| May 27, 2026 | Burton Spencer President and COO | Tax withheld | 264 | $45.4K |
| May 26, 2026 | Burton Spencer President and COO | Tax withheld | 281 | $48.5K |
| May 26, 2026 | Port Barry Chief Executive Officer | Tax withheld | 509 | $87.8K |
| May 26, 2026 | Keetch Chad CIO and EVP | Tax withheld | 326 | $56.2K |
| May 26, 2026 | Snapper Suzanne D. CFO | Tax withheld | 458 | $79.0K |
| May 26, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Tax withheld | 123 | $21.2K |
| May 18, 2026 | Keetch Chad CIO and EVP | Tax withheld | 387 | $68.4K |
| May 18, 2026 | Burton Spencer President and COO | Tax withheld | 351 | $62.0K |
| May 18, 2026 | Port Barry Chief Executive Officer | Tax withheld | 550 | $97.2K |
| May 18, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Tax withheld | 102 | $18.0K |
| May 18, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Tax withheld | 102 | $18.0K |
| May 18, 2026 | Snapper Suzanne D. CFO | Tax withheld | 489 | $86.4K |
| May 18, 2026 | Uychiat Pison Marivic Director | Tax withheld | 82 | $14.5K |
| May 15, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Tax withheld | 102 | $18.1K |
| May 4, 2026 | SMITH BARRY M Director | Sale 10b5-1 plan | 700 | $127.5K |
| Apr 20, 2026 | Agwunobi John O Director | Sale 10b5-1 plan | 392 | $78.4K |
| Apr 16, 2026 | Parkinson Mark Vincent Director | Sale 10b5-1 plan | 100 | $19.7K |
| Apr 15, 2026 | Shaw Daren Director | Award | 600 | $0 |
| Apr 15, 2026 | SMITH BARRY M Director | Award | 600 | $0 |
| Apr 15, 2026 | Parkinson Mark Vincent Director | Award 10b5-1 plan | 600 | $0 |
| Apr 15, 2026 | Blouin Ann Scott Director | Award | 600 | $0 |
| Apr 15, 2026 | Abbott Swati Bargotra Director | Award | 600 | $0 |
| Apr 15, 2026 | Agwunobi John O Director | Award | 600 | $0 |
| Apr 2, 2026 | SMITH BARRY M Director | Sale 10b5-1 plan | 700 | $137.7K |
| Mar 2, 2026 | SMITH BARRY M Director | Sale 10b5-1 plan | 700 | $149.1K |
| Feb 26, 2026 | Burton Spencer President and COO | Award | 8,500 | $0 |
| Feb 26, 2026 | Keetch Chad CIO, EVP and Secretary | Award | 8,000 | $0 |
| Feb 26, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Award | 1,000 | $0 |
| Feb 26, 2026 | Snapper Suzanne D. CFO | Award | 9,000 | $0 |
| Feb 26, 2026 | Port Barry Chief Executive Officer | Award | 12,000 | $0 |
| Feb 20, 2026 | Uychiat Pison Marivic Director | Sale 10b5-1 plan | 67 | $13.7K |
| Feb 19, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Sale 10b5-1 plan | 500 | $105.1K |
| Feb 19, 2026 | Wittekind Beverly B. VP and Chief Legal Officer | Option exercise 10b5-1 plan | 500 | $41.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow ENSIGN GROUP, INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading