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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Healthcare sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Medical - Diagnostics & Research industry is 7.2/10 across 12 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 12-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The group average edged from 7.08 to 7.17, a broadly steady read with more names rising than falling and near-universal guidance raises. Agilent (A) posted the largest gain, climbing from 6 to 8 on a $1.83 billion quarter, 6.3% core growth, EPS of $1.49 up 14%, and a raised full-year EPS range of $6.00 to $6.10. IQVIA (IQV) rose from 7 to 8 as revenue of $4.368 billion grew 8.7%, organic growth reached 6%, and adjusted EPS of $3.15 rose 12.1%. Thermo Fisher (TMO) also rose from 7 to 8, with revenue up 10% to $11.99 billion at 5% organic, GAAP EPS of $4.68 up 9%, and adjusted EPS of $6.03 up 13%. Revvity (RVTY) improved from 5 to 6 on 3% pro forma organic growth and adjusted EPS of $1.41, as Diagnostics up 11% organically offset a 3% Life Sciences decline.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Enterprise Spending | 9 | 9 |
| CAPEX | 5 | 5 |
| FX | 5 | 122 |
| AI & Tech | 4 | 31 |
| Trade & Tariffs | 4 | 31 |
| Inflation | 3 | 12 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.