| ELV |
Report |
Adj. Diluted EPS (Q2 2026) |
BEAT |
pred ~$6.45 vs. cons $6.18 |
MEDIUM |
| ELV |
Report |
Health MLR (Q2 2026) |
BEAT |
pred ~89.4% vs. cons ~89.9% |
MEDIUM |
| ELV |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$48.6B vs. cons $48.82B |
MEDIUM |
| ELV |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$27.25-$27.50 vs. cons ~$26.86 |
MEDIUM |
| ELV |
Guide |
FY 2026 Health MLR (FY 2026) |
UNCHANGED |
reaffirm ~90.0-90.2% vs. cons ~90.2% |
HIGH |
| ELV |
Guide |
CMS Sanctions (qualitative) |
UNCHANGED |
confirm compliance steps completed; no new accrual [call: UNCHANGED / POSITIVE] |
MEDIUM |
| ELV |
Guide |
2027 EPS growth commentary |
UNCHANGED |
reaffirm >=12% growth; baseline rises with FY26 raise [call: UNCHANGED to BETTER] |
MEDIUM |
| ELV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| ELV |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - driven by estimate revisions on raised FY guide and higher 2027 baseline; CMS resolution removes tail risk and supports multiple expansion |
MEDIUM |