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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ben Hendrix | RBC Capital Markets | 7 | 0% |
| A.J. Rice | UBS | 7 | 0% |
| Ann Hynes | Mizuho Securities | 7 | 14% |
| Andy Mok | Barclays | 6 | 0% |
| Matt Gillmor | KeyBanc Capital Markets | 6 | 0% |
| Ryan Langston | TD Cowen | 6 | 0% |
| Josh Raskin | Nephron Research | 5 | 0% |
| Pito Chickering | Deutsche Bank | 5 | 0% |
| Scott Fidel | Goldman Sachs | 5 | 0% |
| Whit Mayo | Leerink Partners | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| RBC Capital Markets | 1 | 7 | 0% |
| Mizuho Securities | 1 | 7 | 14% |
| UBS | 1 | 7 | 0% |
| Goldman Sachs | 2 |
| 6 |
| 0% |
| KeyBanc Capital Markets | 1 | 6 | 0% |
| Leerink Partners | 2 | 6 | 0% |
| Jefferies | 2 | 6 | 0% |
| Barclays | 1 | 6 | 0% |
HCA Healthcare delivered Q1 revenue of $19.3 billion, up 5% year-over-year, with same-facility admissions growing 2.5% and ER visits up 3.8% as patient demand remained resilient across markets. Adjusted EPS of $6.41 grew 5% year-over-year with EBITDA margins at 19.1%, and the company noted that exchange enrollment trends remained positive but Medicaid redetermination headwinds were stabilizing. Management reaffirmed full-year guidance while cautioning that ACA subsidy uncertainty continued to cloud the second-half outlook.
Demand | Regulation Policy | Cost Pressure | Revenue Growth | Guidance Reliability | Competitive Dynamics | Pricing | Labor Market | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 5 | 4 | 1 | 2 | 1 | 3 |
| 2025Q1 | 6 | 4 | 2 | 1 | 3 | 2 | 4 | 2 |
| 2025Q2 | 6 | 5 | 4 | 2 | 3 | 3 | 1 | |
| 2025Q3 | 5 | 4 | 4 | 3 | 3 | 2 | 2 | 1 |
| 2025Q4 | 4 | 6 | 3 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 10 | 6 | 2 | 7 | 5 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 6 | 6 | 5 | 4 | 10 |
| Regulation Policy | 5 | 4 | 5 | 4 | 6 | 6 |
| Cost Pressure | 5 | 2 | 4 | 4 | 3 | 2 |
| Revenue Growth | 4 | 1 | 3 | 2 | 7 | |
| Guidance Reliability | 1 | 3 | 2 | 3 | 3 | 5 |
| Competitive Dynamics | 2 | 2 | 3 | 2 | 2 | 2 |
| Pricing | 1 | 4 | 3 | 2 | 1 | 1 |
| Labor Market | 3 | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HCA HCA Healthcare | 6 | +4.3% | |
| DVA DaVita | 7 | +6.0% | |
| SOLV Solventum | 6 | -3.0% | |
| UHS Universal Health Services | 7 | +9.7% |