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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 Rossi | JPMorgan | 11 | 0% |
| A.J. Rice | UBS | 11 | 0% |
| Craig Hettenbach | Morgan Stanley | 9 | 0% |
| Matt Gillmor | KeyBanc Capital Markets | 9 | 0% |
| Ryan Langston | TD Cowen | 9 | 0% |
| Andy Mok | Barclays | 8 | 13% |
| Pito Chickering | Deutsche Bank | 8 | 25% |
| Jason Cassorla | Guggenheim | 8 | 0% |
| Mike Ha | Robert W. Baird | 8 | 0% |
| Justin Lake | Wolfe Research | 7 | 14% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 11 | 0% |
| JPMorgan | 1 | 11 | 0% |
| KeyBanc Capital Markets | 1 | 9 | 0% |
| Morgan Stanley | 1 |
| 9 |
| 0% |
| Bank of America | 2 | 9 | 0% |
| TD Cowen | 1 | 9 | 0% |
| Guggenheim | 1 | 8 | 0% |
| Barclays | 1 | 8 | 13% |
UHS delivered Q1 adjusted EPS of $5.62 with 9.6% revenue growth as the Talkspace acquisition accelerated the outpatient behavioral continuum strategy, and full-year 2026 guidance was reiterated unchanged. Flu and weather created transitory volume drag in both segments, and the exchange subsidy headwind materialized as expected. AI deployment scaled with eight revenue cycle use cases live, and significant acute care capacity was coming online during 2026. Core growth of 5% was expected for the full year with acute same-facility revenue up 6.2% excluding health plan impacts.
Regulation Policy | Demand | Revenue Growth | Margin | Pricing | Competitive Dynamics | Guidance Reliability | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 1 | 9 | 3 | 3 | 3 | 4 | 5 |
| 2025Q1 | 10 | 8 | 3 | 2 | 4 | 3 | 3 | 4 |
| 2025Q2 | 6 | 7 | 2 | 4 | 4 | 3 | 3 | 2 |
| 2025Q3 | 6 | 9 | 6 | 2 | 4 | 6 | 2 | |
| 2025Q4 | 5 | 4 | 1 | 6 | 3 | 1 | 1 | 1 |
| 2026Q1 | 5 | 8 | 3 | 3 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 9 | 10 | 6 | 6 | 5 | 5 |
| Demand | 1 | 8 | 7 | 9 | 4 | 8 |
| Revenue Growth | 9 | 3 | 2 | 6 | 1 | 3 |
| Margin | 3 | 2 | 4 | 2 | 6 | 3 |
| Pricing | 3 | 4 | 4 | 4 | 3 | 2 |
| Competitive Dynamics | 3 | 3 | 3 | 6 | 1 | 2 |
| Guidance Reliability | 4 | 3 | 3 | 2 | 1 | 3 |
| Cost Pressure | 5 | 4 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
UHS Universal Health Services | 7 | +9.7% | |
| DVA DaVita | 7 | +6.0% | |
| HCA HCA Healthcare | 6 | +4.3% | |
| SOLV Solventum | 6 | -3.0% |