| UHS |
Report |
Adjusted EPS |
BEAT |
pred ~$6.15 vs. cons $5.84 |
MEDIUM |
| UHS |
Report |
Adjusted EBITDA net of NCI |
BEAT |
pred ~$675M vs. cons $633M |
MEDIUM |
| UHS |
Report |
Revenue |
BEAT |
pred ~$4.63B vs. cons $4.56B |
MEDIUM |
| UHS |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$23.50 vs. cons $23.70 (FY2026) |
MEDIUM |
| UHS |
Guide |
Adjusted EBITDA net of NCI guidance |
LOWER |
guide ~$2.70B vs. cons $2.73B (FY2026) |
MEDIUM |
| UHS |
Guide |
Revenue guidance |
BETTER |
guide ~$18.75B vs. cons $18.69B (FY2026) |
LOW |
| UHS |
Guide |
Exchange-related pretax headwind |
LOWER |
guide ~$140M headwind vs. cons $110M headwind (FY2026) |
MEDIUM |
| UHS |
Guide |
Florida Medicaid supplemental-payment benefit |
BETTER |
guide ~$90M benefit vs. cons $75M benefit (FY2026) |
MEDIUM |
| UHS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| UHS |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Predicted day-5 residual of ~+0.8% versus day-1 residual of ~+2.8%: the headline beat and Florida benefit initially support the stock, but a larger exchange headwind and FY2026 EPS/EBITDA guidance below consensus limit positive revisions and cause most of the initial gain to fade. |
MEDIUM |