| UHS |
Report |
Adjusted EPS |
BEAT |
pred ~$6.65 vs. cons $5.66 |
HIGH |
| UHS |
Report |
Adjusted EBITDA net of NCI |
BEAT |
pred ~$735M vs. cons $632M |
HIGH |
| UHS |
Report |
Same-facility acute-care adjusted-admissions growth |
BEAT |
pred ~2.2% vs. cons 1.0% |
MEDIUM |
| UHS |
Guide |
FY2026 adjusted EPS |
BETTER |
guide ~$24.70 midpoint vs. cons $23.44 (FY2026) |
HIGH |
| UHS |
Guide |
FY2026 adjusted EBITDA net of NCI |
BETTER |
guide ~$2.83B midpoint vs. cons $2.76B (FY2026) |
HIGH |
| UHS |
Guide |
FY2026 revenue |
BETTER |
guide ~$18.70B midpoint vs. cons $18.54B (FY2026) |
MEDIUM |
| UHS |
Guide |
Exchange-coverage / bad-debt pretax headwind |
UNCHANGED |
guide ~$75M vs. cons $75M (FY2026) |
MEDIUM |
| UHS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| UHS |
Return |
5-day cumulative residual |
+2.0% (FADE) |
The initial ~5.5% residual gain reflects a large reported beat and a FY2026 guide increase of roughly $1.26 EPS versus $23.44 consensus. The move should fade toward ~2.0% by day five because approximately $100M of the ~$735M EBITDA quarter is retroactive Florida reimbursement, while the ~$24.70 FY2026 midpoint still implies limited improvement versus the $23.44 consensus base after investors normalize the discrete payment and reassess 2027 supplemental-payment and exchange-bad-debt exposure. |
MEDIUM |