The Ensign Group (ENSG) Reports Q1: Everything You Need To Know Ahead Of Earnings
Healthcare services company The Ensign Group (NASDAQ:ENSG). will be reporting earnings tomorrow after market close. Here's what investors should know.
The Ensign Group met analysts' revenue expectations last quarter, reporting revenues of $1.13 billion, up 15.5% year on year. It was a mixed quarter for the company, with sales volume in line with analysts' estimates.
Is The Ensign Group a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting The Ensign Group's revenue to grow 16.1% year on year to $1.17 billion, improving from the 13.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.49 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. The Ensign Group has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 1.1% on average.
Looking at The Ensign Group's peers in the healthcare providers & services segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Centene delivered year-on-year revenue growth of 15.4%, beating analysts' expectations by 8.3%, and Encompass Health reported revenues up 10.6%, topping estimates by 1.7%. Encompass Health traded up 11.8% following the results.
Read our full analysis of Centene's results here and Encompass Health's results here.
Debates around the economy's health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the healthcare providers & services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.6% on average over the last month. The Ensign Group is down 3% during the same time and is heading into earnings with an average analyst price target of $165.80 (compared to the current share price of $125.56).
Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
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