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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.
“We were an early investor with Hippocratic AI. And we think that they are doing some terrific things in this space. We're one of the primary health systems that they're working with.”
UHS is an early investor in and primary health-system partner of Hippocratic AI, piloting its AI tools (e.g., post-discharge patient calls) to cut costs and improve outcomes.
“including a joint venture project with the Jefferson Health System in Pennsylvania.”
UHS is developing one of its two 2026 behavioral de novo hospital projects as a joint venture with Jefferson Health System in Pennsylvania.
“we've publicly disclosed our investment in Hippocratic AI, which is a company dedicated to the development of AI applications in health care.”
UHS holds a disclosed equity investment in Hippocratic AI, a healthcare AI applications company, as part of its broader push to use AI in revenue cycle and clinical operations.
“In addition, we are developing a 144-bed behavioral health hospital in Bethlehem, Pennsylvania, which is a joint venture with the Lehigh Valley Health Network and is expected to open later this year”
UHS is developing a 144-bed behavioral health hospital in Bethlehem, PA as a joint venture with Lehigh Valley Health Network, expected to open later in 2025.
“We recently opened a 96-bed Behavioral Hospital in Grand Rapids, Michigan, which is a joint venture with Trinity Health, Michigan”
UHS partnered with nonprofit health system Trinity Health on a newly opened 96-bed behavioral hospital in Grand Rapids, Michigan, part of UHS's de novo behavioral growth strategy.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| A.J. Rice | UBS | 11 (0%) |
| Ben Rossi | JPMorgan | 11 (0%) |
| Matt Gillmor | KeyBanc Capital Markets | 9 (0%) |
| Craig Hettenbach | Morgan Stanley | 9 (0%) |
| Ryan Langston | TD Cowen | 9 (0%) |
| Mike Ha | Robert W. Baird | 8 (0%) |
| Andy Mok | Barclays | 8 (13%) |
| Pito Chickering | Deutsche Bank | 8 (25%) |
| Jason Cassorla | Guggenheim | 8 (0%) |
| Justin Lake | Wolfe Research | 7 (14%) |
| 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 | 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 closed FY2025 with Q4 adjusted EPS of $5.88 and 9% revenue growth, introducing constructive FY2026 guidance of $22.64-24.52 EPS representing 4-13% growth despite multiple headwinds including exchange subsidy expiration and California behavioral staffing regulations. Strong full-year acute care margin expansion was achieved, and behavioral volume showed sequential improvement continuing toward the long-term target. AI and technology deployment accelerated across operations, and the outpatient behavioral strategy continued scaling with the 1,000 Branches brand.
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% |