ENSG Earnings Prediction
The chart below shows how ENSG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ENSG sees a -1.87% change in stock price 10 days leading up to the earnings, and a -0.84% change 10 days following the report. On the earnings day itself, the stock moves by -0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
ENSG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.13B
15.49%
4.67%
Gross Margin
13.81%
4.62%
2.68%
Operating Margin
8.98%
7.80%
8.98%
Net Margin
7.04%
215.70%
-3.03%
EPS
1.36
257.89%
1.49%
No Data Available
ENSG Earnings Analysis
Ensign Group Inc Corporation (ENSG.O) Earnings Conference Call
Positive
Occupancy Growth Momentum: Same-store occupancy increased by 2.7% and transitioning occupancy grew by 4.1% for the year, demonstrating strong operational momentum.
Service Utilization Improvement: Skilled days increased by 3.8% for same-store operations and 10.9% for transitioning operations over the prior year quarter, indicating improved service utilization.
Managed Care Census Growth: Managed care census grew by 6.6% for same-store operations and 27.7% for transitioning operations compared to the prior year quarter, reflecting successful patient engagement strategies.
Earnings Per Share Growth: GAAP diluted earnings per share reached $5.12, marking a 40.3% increase, while adjusted diluted earnings per share rose to $5.50, a 15.3% increase, showcasing robust financial performance.
Revenue and Profit Growth: Consolidated GAAP revenues increased by 14.2% to $4.3 billion, with GAAP net income rising by 42.3% to $298 million, underscoring strong revenue growth and profitability.
Negative
Earnings Per Share Decline: GAAP diluted earnings per share increased by only 40.3% to $5.12, which is significantly lower than the previous year's growth rate of 257.9%.
Revenue Decline Analysis: Consolidated GAAP revenues and adjusted revenues were both $4.3 billion, reflecting a decrease in growth rate to 14.2% compared to previous quarters.
Cash Flow Concerns: Despite a strong cash position of $464.6 million, cash flow from operations decreased to $347.2 million, indicating potential liquidity issues in future operations.
Lease Adjusted Net Debt Ratio: The company reported a lease adjusted net debt to EBITDA ratio of 1.9 times, which, while a record low, suggests increased leverage that could impact future financial flexibility.
Earnings Growth Stagnation: The guidance for 2025 earnings per share of $6.16 to $6.34 represents a modest increase of only 13.8% over 2024 results, indicating potential stagnation in growth momentum.
ENSG FAQs
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ENSG Earning Call Sentiment
The Ensign Group, Inc. (NASDAQ:ENSG) Q4 2024 Earnings Call Transcript
ENSG.O
-0.61%Positive
The earnings call reveals strong financial performance with significant EPS growth and revenue increases, alongside optimistic guidance. Despite some concerns about regulatory and competitive pressures, the company's disciplined acquisition strategy and liquidity position are strengths. The Q&A highlighted management's preparedness for Medicaid challenges and labor cost improvements. The continued dividend increases reflect a solid shareholder return plan. While there are risks, the overall sentiment is positive, likely leading to a stock price increase in the 2% to 8% range over the next two weeks.
