| ELV |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$6.25 vs. cons $6.15 |
MEDIUM |
| ELV |
Report |
Operating revenue |
IN-LINE |
pred ~$50.05B vs. cons $49.90B |
MEDIUM |
| ELV |
Report |
Benefit expense ratio |
MISS |
pred ~87.3% vs. cons 87.0% |
MEDIUM |
| ELV |
Guide |
FY2026 adjusted diluted EPS guidance |
LOWER |
guide ~$26.75 vs. cons $26.95 (FY2026) |
HIGH |
| ELV |
Guide |
FY2026 Medicare Advantage operating margin |
UNCHANGED |
guide ~2.0% vs. cons 2.0% (FY2026) |
HIGH |
| ELV |
Guide |
FY2026 Medicaid operating margin |
UNCHANGED |
guide ~-1.75% vs. cons -1.75% (FY2026) |
MEDIUM |
| ELV |
Guide |
FY2027 adjusted EPS growth outlook |
UNCHANGED |
guide ~12.0% vs. cons 12.0% (FY2027) |
MEDIUM |
| ELV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| ELV |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A modest ~$6.25 EPS beat versus ~$6.15 consensus is likely outweighed by a ~87.3% benefit-expense ratio versus ~87.0% expected and FY2026 EPS guidance held at ~$26.75 versus ~$26.95 consensus. That preserves the reported floor but implies lower back-half/out-period earnings power, pulling FY2026 and FY2027 estimates lower after the print. |
MEDIUM |