The Ensign Group, Inc. (ENSG) Q3 2024 Earnings Call Transcript Summary
The Ensign Group, Inc. (ENSG) Q3 2024 Earnings Call Transcript Summary
GAAP net income grew by 22.8% to $78.4 million, while adjusted net income saw a 17.7% increase to $81.1 million.The following is a summary of the The Ensign Group, Inc. (ENSG) Q3 2024 Earnings Call Transcript:
以下是恩賽因集團（The Ensign Group, Inc.）2024年第三季度業績會交易會議記錄摘要：
Financial Performance:
金融業績：
The Ensign Group reported revenue growth of 7.3% for same-store operations in Q3 2024.
Diluted earnings per share increased by 20.7%, reaching $1.34, with adjusted diluted earnings per share rising by 15.8% to $1.39.
GAAP net income grew by 22.8% to $78.4 million, while adjusted net income saw a 17.7% increase to $81.1 million.
The company raised its annual 2024 earnings guidance to between $5.46 to $5.52 per diluted share, indicating a midpoint increase of over 15.1% from 2023 results.
Annual revenue guidance for 2024 was also increased to between $4.25 billion to $4.26 billion.
恩賽因集團報告2024年第三季度同店業務營業收入增長7.3%。
每股攤薄收益增長20.7%，達到1.34美元，調整後的每股攤薄收益增長15.8%，達到1.39美元。
根據美國通用會計準則，淨利潤增長22.8%，達到7840萬美元，而調整淨利潤增長17.7%，達到8110萬美元。
公司將其2024年年度收益指導上調至每股攤薄5.46至5.52美元，中間值較2023年結果增長超過15.1%。
2024年年度營業收入指導也上調至42.5億至42.6億美元。
Business Progress:
業務進展：
Ensign Group acquired 12 new operations and three real estate assets during the quarter, adding a total of 1,279 new skilled nursing beds and 20 senior living units.
Significant operational improvements were reported for newly acquired facilities, with occupancy rates increasing sharply and skilled mix growing due to effective local management and integration of acquisitions.
The company continues to establish and expand clusters in existing and new states, highlighting growth through acquisitions and organic channels.
恩賽因在本季度收購了12家新業務和三項房地產資產，新增了1,279張新的長期護理牀位和20個安老單位。
新收購設施報告了顯著的運營改善，佔用率大幅增加，由於有效的本地管理和收購整合，熟練護理組合不斷增長。
該公司繼續在現有和新興州建立和擴展集群，強調通過收購和有機渠道實現增長。
Opportunities:
機會：
The company reported a consistent increase in managed care census and skilled days across both its same-store and transitioning operations, indicating strong growth prospects and trust in service quality.
Significant revenue growth in same-store operations highlights the potential for organic growth within the existing portfolio.
該公司報告了託管護理人口和熟練護理天數在其同店和過渡業務中持續增加，表明強勁的增長前景和對服務質量的信任。
同店業務中顯著的營業收入增長突顯了現有投資組合內有機增長的潛力。
Risks:
風險：
The company is acquiring facilities that were distressed at acquisition, presenting a risk of potential challenges in turning these operations around.
Continued dependence on acquisitions for growth could present risks if market conditions change or if integration efforts do not meet expectations.
該公司正在收購在收購時處於困境的設施，這可能帶來扭轉這些業務局勢的潛在挑戰風險。
如果市場條件發生變化，繼續依賴收購來實現增長可能存在風險，或者如果整合工作未達到預期。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
