The Ensign Group

ENSGリーダー

Ensign Group is the largest US skilled-nursing and post-acute care operator (280+ SNFs), distinguished by a highly decentralized operating model that consistently outperforms industry occupancy and quality metrics.

共有:

⇄ 比較

製品と売上

製品別売上シェア

売上内訳 ($4.70B)

静的データ（リアルタイム財務ロード中…）

Skilled Nursing / Post-Acute (80%)

Home Health & Hospice (15%)

Senior Living & Other (5%)

セグメント構成と主要顧客

製品詳細

Skilled Nursing Facilities (SNF)80%

280+ skilled nursing facilities providing short-term rehab and long-term care — core business funded largely by Medicare/Medicaid.

Home Health & Hospice15%

In-home nursing care, physical therapy, and end-of-life hospice services in 100+ markets.

Senior Living5%

Assisted living and memory care communities adjacent to SNF campuses.

サプライチェーン関係

主要顧客

UnitedHealth Group

Medicare Advantage reimbursement

影響: critical

マクロ・市場概況

헬스케어セクターニュース

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

次の主要イベント

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI分析

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企業情報

本社所在地

San Juan Capistrano, California, USA

設立

1999

従業員数

70,000

ウェブサイト

ensigngroup.net

セクター概況 — 헬스케어

セクターニュース