| UHS |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$5.85 vs. cons $5.66 |
MEDIUM |
| UHS |
Report |
Net revenues (Q2 2026) |
IN-LINE |
pred ~$4.55B vs. cons $4.52B |
MEDIUM |
| UHS |
Report |
Acute Care same-facility adjusted admissions growth (Q2 2026) |
MISS |
pred ~+1.0% vs. cons +2.8% |
MEDIUM |
| UHS |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$23.35 (range $23.25-23.50) vs. cons $23.44 (FY2026) |
MEDIUM |
| UHS |
Guide |
FY2026 Net revenue guidance |
UNCHANGED |
guide ~$18.5B vs. cons $18.54B (FY2026) |
MEDIUM |
| UHS |
Guide |
ACA exchange subsidy pretax headwind |
LOWER |
guide ~$90M vs. prior guide $75M (FY2026) |
MEDIUM |
| UHS |
Guide |
Core (ex-DPP) EBITDA growth target |
UNKNOWN |
guide ~reaffirmed +5% vs. prior/consensus-implied +5% (FY2026) |
LOW |
| UHS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| UHS |
Return |
5-day cumulative residual |
-4.5% (STABILIZE) |
Prior two prints (Q4'25 -11.4%, Q1'26 -9.5%) showed diverging 5-day behavior: Q4 saw continued sell-side estimate cuts and follow-through (~-6% more into day5) as core/DPP quality concerns spread, while Q1 stabilized within days (residual flattened to ~0% by day5) once the initial repricing captured the core-growth/ACA skepticism. Heading into Q2, expectations are already de-risked (Zacks Rank #4, 0% ESP, stock down ~30% YTD, up 6.4% into the print), a modestly worse ACA headwind guide and still-soft core volumes are largely anticipated rather than a fresh negative surprise, and constructive peer prints (HCA, THC) plus ongoing buybacks at depressed prices should limit incremental post-print estimate cuts, favoring stabilization over cascading follow-through. |
LOW |