| HCA |
Report |
Q2 2026 revenue |
BEAT |
pred ~$20.23B vs. cons $19.47B |
HIGH |
| HCA |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$4.027B vs. cons $3.950B |
HIGH |
| HCA |
Report |
Q2 2026 adjusted diluted EPS |
IN-LINE |
pred ~$7.59 vs. cons $7.53 |
HIGH |
| HCA |
Guide |
FY2026 diluted EPS |
LOWER |
guide ~$29.60 vs. cons $30.36 (FY2026) |
HIGH |
| HCA |
Guide |
FY2026 adjusted EBITDA |
LOWER |
guide ~$15.75B vs. cons $15.95B (FY2026) |
MEDIUM |
| HCA |
Guide |
FY2026 revenue |
UNCHANGED |
guide ~$78.25B vs. cons $78.60B (FY2026) |
HIGH |
| HCA |
Guide |
Health-insurance-exchange pretax headwind |
UNCHANGED |
guide ~$1.10B unfavorable vs. cons $1.10B unfavorable (FY2026) |
MEDIUM |
| HCA |
Guide |
Medicaid supplemental-payment benefit |
UNCHANGED |
guide ~$0.40B benefit vs. cons $0.40B benefit (FY2026) |
MEDIUM |
| HCA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| HCA |
Return |
5-day cumulative residual |
-1.5% (FADE) |
The preannounced Q2 beat and guidance reaffirmation should drive initial relief, but FY2026 EPS guidance of ~$29.60 vs. consensus $30.36 and an exchange headwind of ~$1.10B vs. a Medicaid benefit of only ~$0.40B imply downward 2027 estimate revisions after the call. |
MEDIUM |