| ELV |
Report |
Adjusted EPS |
BEAT |
pred ~$6.27 vs. cons $6.19 |
MEDIUM |
| ELV |
Report |
Benefit expense ratio |
IN-LINE |
pred ~89.2% vs. cons 89.4% |
MEDIUM |
| ELV |
Report |
Operating revenue |
IN-LINE |
pred ~$48.70B vs. cons $48.55B |
MEDIUM |
| ELV |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$26.75 vs. cons $26.86 (FY2026) |
MEDIUM |
| ELV |
Guide |
Medicaid operating margin |
UNCHANGED |
guide ~-1.75% vs. cons -1.75% (FY2026) |
MEDIUM |
| ELV |
Guide |
Adjusted EPS growth |
UNCHANGED |
guide ~12.0% vs. cons 12.0% (FY2027) |
MEDIUM |
| ELV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| ELV |
Return |
5-day cumulative residual |
-3.8% (FOLLOW-THROUGH) |
A modest reported EPS beat of ~$6.27 versus $6.19 is unlikely to offset an unchanged FY2026 floor of ~$26.75 versus $26.86 consensus. With the stock already pricing in recovery, limited guidance upside should leave FY2026 revisions flat-to-down and restrain the FY2027 earnings bridge despite reiteration of ~12.0% growth versus 12.0% consensus. |
MEDIUM |