Ensign (ENSG) Q2 2025 Earnings Call Transcript
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The Ensign Group(NASDAQ:ENSG) increased both earnings per share (EPS) and revenue guidance for 2025, citing stronger than expected organic growth, disciplined acquisition integration, and improved labor efficiency. Eight new operations and three real estate assets were added during the quarter and since, supported by a flexible balance sheet with over $1 billion in available liquidity. Newly acquired portfolios, such as the 17-facility California group transitioned in 2023, benefited from support in training, compliance, and integration with Ensign systems and culture, validating management's decentralized cluster approach. Management is maintaining strict pricing discipline on new deals and expects the positive acquisition pace to continue. Standard Bear Health Care REIT expanded to 140 assets, with greater unaffiliated tenant diversification and stable rent coverage metrics. Dividend growth continued for the 22nd consecutive year, underscoring ongoing capital return priorities.
Source Fool.com
