Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we did announce a partnership to draw for the Guardant colon cancer-based blood screening test, and that will be underway later in the first quarter.”
Quest will provide draws for Guardant's colorectal cancer blood screening test.
“we have a partnership with GRAIL. We will do the blood draws for GRAIL.”
Quest provides blood-draw and logistics for GRAIL's multicancer early detection test.
“with the delayed signing of the contract with Epic, we had some expenses that got pushed out into Q4”
Quest's Project Nova order-to-cash modernization relies on an Epic contract, whose delayed signing shifted expenses.
“Sentara is a big health system health plan in the Southeast along the Atlantic Coast. We are back in network with them, and that has been a tremendous help.”
Quest is back in-network with Sentara's health plan, aiding volume.
“we got back into network with Elevance in several key states last year, Nevada, Colorado, Georgia, and Virginia.”
Quest regained in-network status with payer Elevance in four states, driving share gains.
“The partnerships that we developed with WHOOP, with Oura, with Function Health, with several other types of wellness companies.”
Quest partners with Function Health on consumer wellness testing.
“The partnerships that we developed with WHOOP, with Oura, with Function Health, with several other types of wellness companies.”
Quest partners with Oura to link wearable biometrics with lab biomarkers.
“The partnerships that we developed with WHOOP, with Oura, with Function Health, with several other types of wellness companies.”
Quest's consumer-testing partnership with WHOOP is driving growth.
“We also implemented the Hologic Genius Digital Diagnostic System at two of our laboratories and look forward to scaling this solution”
Quest deployed Hologic's Genius Digital Diagnostic System for cervical cancer screening, a positive read-through for Hologic equipment adoption.
“we recently finalized our laboratory joint venture with Corewell Health and are jointly constructing a state-of-the-art laboratory in Southeast Michigan”
Quest finalized a lab JV with Corewell Health and is building a Michigan lab, deepening the CoLab partnership.
“we scaled our lab testing to serve more than 200,000 patients at Fresenius Medical Care’s dialysis centers in the United States.”
Quest scaled lab testing across Fresenius Medical Care's US dialysis centers, a large high-volume relationship.
“Sentara is another health plan that we're back in network with in the Virginia area”
Quest regained in-network status with health plan Sentara in the Virginia region, supporting volume growth.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Kevin Caliendo | UBS | 7 (0%) |
| Mike Cherny | Leerink Partners | 6 (0%) |
| Jack Meehan | Nephron Research | 6 (0%) |
| Andy Brackmann | William Blair | 6 (0%) |
| Patrick Donnelly | Citigroup | 6 (0%) |
| Erin Wright | Morgan Stanley | 6 (0%) |
| Dave Westenberg | Piper Sandler | 5 (0%) |
| Elizabeth Anderson | Evercore ISI | 5 (0%) |
| Noah Kava | Jefferies | 4 (0%) |
| Mike Ryskin | Bank of America | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 | 7 (0%) |
| Citigroup | 1 | 6 (0%) |
| Barclays | 2 | 6 (0%) |
| Evercore ISI | 2 |
Quest delivered 7.1% revenue growth with strong 6.4% organic, and adjusted EPS of $2.42 (up 9%) with adjusted operating margin of 15.3%. FY2026 guidance was introduced at $11.7-11.82 billion revenue and $10.50-10.70 EPS, with the consumer channel approaching $250 million annually. Project Nova Epic partnership was ramping with $0.25 EPS dilution, while PAMA was delayed for a sixth consecutive year.
Demand | Regulation Policy | Margin | Competitive Dynamics | Revenue Growth | Innovation & R&D | Capex Investment | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 2 | 2 | 2 | 1 | 1 | 1 |
| 2025Q1 | 4 | 3 | 1 | 2 | 1 | 4 | ||
| 2025Q2 | 6 | 3 | 3 | 1 | 3 | 1 | 1 | 2 |
| 2025Q3 | 5 | 2 | 2 | 2 | 3 | 4 | 3 | |
| 2025Q4 | 7 | 2 | 5 | 2 | 3 | 2 | 2 | |
| 2026Q1 | 5 | 4 | 2 | 3 | 1 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 4 | 6 | 5 | 7 | 5 |
| Regulation Policy | 4 | 3 | 3 | 2 | 2 | 4 |
| Margin | 2 | 1 | 3 | 2 | 5 | 2 |
| Competitive Dynamics | 2 | 2 | 1 | 2 | 2 | 3 |
| Revenue Growth | 2 | 3 | 3 | 3 | 1 | |
| Innovation & R&D | 1 | 1 | 1 | 4 | 2 | 2 |
| Capex Investment | 1 | 1 | 3 | 2 | 3 | |
| M&A | 1 | 4 | 2 | 1 |
| Jefferies | 2 | 6 (0%) |
| Leerink Partners | 1 | 6 (0%) |
| William Blair | 1 | 6 (0%) |
| Nephron Research | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DGX Quest Diagnostics | 9 | +9.2% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |