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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.
“This leadership is winning customers like HCA Healthcare, LG AI Research and Macquarie Bank”
HCA Healthcare is named as a new Google Cloud AI-infrastructure customer win.
“we're pleased with our work around integrating Valesco and really making Valesco a strategic asset for the company”
HCA reports progress integrating Valesco, its acquired emergency-physician and hospital-medicine staffing business, and expects continued financial improvement into 2026.
“And then in Chattanooga, Tennessee, with Blue Cross of Tennessee, we have advanced our position with one of their products.”
HCA advanced its network position with Blue Cross of Tennessee on one of its insurance products in the Chattanooga market.
“In Denver, we are now a participating provider broadly with Kaiser Health Plan in the Denver, Colorado market. That's a very encouraging development.”
HCA became a participating provider with Kaiser Health Plan in the Denver market, expanding Kaiser's network access to HCA facilities in that region.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Matt Gillmor | KeyBanc Capital Markets | 6 (0%) |
| Ryan Langston | TD Cowen | 6 (0%) |
| Andy Mok | Barclays | 6 (0%) |
| Steve Baxter | Wells Fargo | 5 (20%) |
| Pito Chickering | Deutsche Bank | 5 (0%) |
| Josh Raskin | Nephron Research | 5 (0%) |
| Scott Fidel | Goldman Sachs | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed fiscal 2025 with Q4 revenue of $19.5 billion, up 7% year-over-year, as same-facility admissions grew 3.1% reflecting strong flu season volumes and continued exchange enrollment gains. Full-year EPS of $24.87 exceeded the top of guidance, and the company generated $7.2 billion in free cash flow while investing $5.0 billion in capital expenditures. Management introduced 2026 guidance of $76.0-$79.0 billion in revenue with EPS of $25.50-$27.00, though the outlook assumed partial ACA subsidy extension.
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% |