| HCA |
Report |
Adj. EBITDA (Q2 2026) |
IN-LINE |
pred ~$4.027B vs. cons $4.007B |
HIGH |
| HCA |
Report |
Diluted EPS operating (Q2 2026) |
BEAT |
pred ~$7.59 vs. cons $7.323 (low quality — DPP-driven) |
HIGH |
| HCA |
Report |
Same-store equiv. admissions growth (Q2 2026) |
BEAT |
pred +2.7% vs. cons +2.31% |
HIGH |
| HCA |
Guide |
FY2026 Adj. EBITDA (FY2026) |
LOWER |
guide midpoint ~$15.75B vs. cons $15.839B |
HIGH |
| HCA |
Guide |
FY2026 EPS operating (FY2026) |
LOWER |
guide midpoint ~$29.60 vs. cons $29.998 |
HIGH |
| HCA |
Guide |
Exchange headwind tone (FY2026) |
UNCHANGED |
reaffirm ($1.0B)-($1.2B); risk of 'still dynamic' language |
MEDIUM |
| HCA |
Guide |
Q3 2026 qualitative EBITDA trajectory (Q3 2026) |
LOWER |
implied Q3 EBITDA ~$3.80B vs. cons $3.857B |
MEDIUM |
| HCA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| HCA |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — consensus reset to guidance midpoint pulls FY EPS estimates down ~$0.40 over 5 days |
MEDIUM |