| LH |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$4.86 vs. cons $4.79 |
MEDIUM |
| LH |
Report |
Enterprise Revenue (Q2 2026) |
IN-LINE |
pred ~$3.75B vs. cons $3.72B |
MEDIUM |
| LH |
Report |
Diagnostics Organic Volume Growth (Q2 2026) |
MISS |
pred ~1.3% vs. cons ~2.2% implied organic volume growth |
MEDIUM |
| LH |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$18.00-$18.50 (mid $18.25) vs. cons $18.20 (FY2026) |
MEDIUM |
| LH |
Guide |
FY2026 Enterprise Revenue Growth guidance |
UNCHANGED |
guide ~5.2%-6.2% (mid 5.7%) vs. cons 5.8% (FY2026) |
LOW |
| LH |
Guide |
BLS Book-to-Bill sequential improvement (Q2 2026) |
BETTER |
guide/actual ~1.02x vs. cons/prior-quarter 0.94x (Q2 2026, trailing-12mo ~1.05x) |
LOW |
| LH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.7% |
— |
MEDIUM |
| LH |
Return |
5-day cumulative residual |
-0.4% (FADE) |
Stock has already run up ~18% YTD and sits near consensus price targets, so even a clean beat-and-raise is largely priced in; a modest EPS beat paired with only an in-line/soft Diagnostics organic volume print (ACA/HCA read-through risk) and a guidance raise that likely keeps the low end unchanged (implicit back-half conservatism) gives sell-side limited room to raise out-year numbers meaningfully. Expect an initial small pop on the beat that fades over the week as analysts digest ACA volume commentary, PAMA/RESULTS Act overhang, and profit-taking after the recent rally, unless BLS book-to-bill and Central Labs commentary are unusually strong. |
MEDIUM |