The Ensign Group, Inc.
ENSG
Jodie read · what matters now
Revenue increased 18.4% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ENSG, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-30 against the comparable filing from 2025-04-29.
What improved
- Revenue increased 18.4% versus the comparable filing period.
- Net income increased 24.2% versus the comparable filing period.
- Operating cash flow covered net income at 1.00x, improving versus the comparable period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Cost of services as a percentage of revenue decreased by 0.3% to 79.1% reflecting continued cost management, a shift towards higher acuity as we serve more clinically complex patients, and improving operational performance at our newer acquisitions.”
“This increase was primarily related to the additional depreciation incurred as a result of our newly acquired operations, which have a greater mix of real estate purchases than leases, and capital investments.”
“Other income, net decreased by $1.5 million due primarily due to a $1.7 million loss on our deferred compensation plan and a decrease in interest income of $0.3 million as we utilized our cash on hand to fund more real estate purchases during the period coupled with a lower interest rate environment.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ENSG
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ENSG is currently a Leader in the organic co-movement group Skilled Nursing Facilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ENSG; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.