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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 - Healthcare Plans industry is 7.8/10 across 6 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 6-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.
Group sentiment held flat, with the average unchanged at 7.83 as two upgrades offset two downgrades. UnitedHealth (UNH) rose from 7 to 9 and Humana (HUM) from 7 to 8, while Elevance (ELV) eased from 7 to 5 and Cigna (CI) from 8 to 7; CVS Health (CVS) and Centene (CNC) both held the top score of 9. Pricing pressure eased from 2 mentions to 1, and cost pressure held at 4. The common thread was a medical cost trend that management across the group described as elevated but stable, with Medicare Advantage margin recovery the main source of upside and Medicaid the recurring drag.
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 |
|---|---|---|
| Inflation | 6 | 1113 |
% 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.