Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Elevance Health (ELV) is 7/10.
Elevance reported Q1 2026 operating revenue of $49.5B, up 1.5%, with adjusted EPS of $12.58 as Medicaid cost trend actions gained early traction. Management raised FY2026 adjusted EPS guidance to at least $26.75 from at least $25.50, though approximately $1.00 of the $1.25 increase reflected nonrecurring investment valuation adjustments. The CMS risk adjustment data accrual reached $935M, and the commercial selling season pipeline stood at record levels.
Scored from Elevance Health’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $45.44B | +6.6% | $1.81 | -50.1% | 2.1% | 0.9% | $384M |
| FY2025 Q1 | $48.89B | +14.8% | $9.61 | +0.2% | 6.4% | 4.5% | $821M |
| FY2025 Q2 | $49.78B | +14.0% | $7.72 | -21.6% | 5.3% | 3.5% | $1.79B |
| FY2025 Q3 | $50.71B | +12.3% | $5.32 | +22.0% | 3.5% | 2.3% | $775M |
| FY2025 Q4 | $49.75B | +9.5% | $2.47 | +36.5% | 1.2% | 1.1% | $-209M |
| FY2026 Q1 | $50.18B | +2.6% | $8.00 | -16.8% | 5.3% | 3.5% | $4.10B |
| FY2026 Q2 | $50.47B | +1.4% | $6.71 | -13.1% | 4.1% | 2.9% | $1.63B |
Reported Thursday, Jul 16. Earnings call pending.
A pre-earnings brief is ready for ELV: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.