| DGX |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$2.86 vs. cons $2.81 |
MEDIUM |
| DGX |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$3.00B vs. cons $2.97B |
MEDIUM |
| DGX |
Report |
Requisition volume growth (organic, Q2'26) |
BEAT |
pred ~+9.0% vs. cons ~+7.5% |
MEDIUM |
| DGX |
Guide |
FY2026 Adjusted EPS guide |
BETTER |
guide ~$10.75-$10.95 (mid ~$10.85) vs. cons ~$10.75 (FY2026) |
MEDIUM |
| DGX |
Guide |
FY2026 Revenue guide |
BETTER |
guide ~$11.85-$11.98B (mid ~$11.92B) vs. cons ~$11.85B (FY2026) |
MEDIUM |
| DGX |
Guide |
FY2026 adj. operating margin / 2H cost cadence (Nova + fuel) |
UNCHANGED |
guide ~15.5-16% margin, 2H-weighted costs vs. cons ~15.7% (FY2026) |
LOW |
| DGX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| DGX |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Base case is a beat-and-modest-raise that pops the stock ~+2% day 1 (consistent with Q1's +4.4% residual vs. -0.65% SPY), but with shares near all-time highs (~$210, +8% into the print) and tougher comps, the initial move likely fades. Out-period math is the drag: a raise that mostly flows through the Q2 upside implies little incremental 2H, while the disclosed 2H-weighted cost step-up (Project Nova >60% of spend in 2H, ~$0.05-0.07 fuel drag, Fresenius start-up margin) caps forward-margin/EPS revisions. Expect estimates to firm on the top line but back-half EPS to hold or tick down, giving back part of the day-1 gain. |
LOW |