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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 - Instruments & Supplies industry is 7.7/10 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.
Average sentiment across the group rose from 7.17 to 7.67, with two scores moving up, one down, and three holding. Baxter (BAX) drove the shift, climbing from 3 to 7, while Becton Dickinson (BDX) rose from 6 to 7 and Cooper Companies (COO) eased from 8 to 6. Tariffs ran through nearly every narrative in two directions at once: one-time IEEPA refunds lifted Baxter and Intuitive Surgical this quarter, while ongoing tariff and input-cost impact compressed margins across the group. Pricing pressure eased from 3 to 1, while cost pressure rose from 2 to 4.
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 |
|---|---|---|
| Trade & Tariffs | 5 | 221 |
| FX | 4 | 112 |
% 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.