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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 Surgical & Hospital Supplies industry is 7.5/10 across 8 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 8-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 biggest score gain in the group went to a company whose margins shrank. Baxter (BAX) rose from 3 to 7 even as adjusted gross margin fell 210 basis points to 38.6% and adjusted EPS from continuing operations fell 5% to $0.56. Its score adds a 2-point guidance adjustment to a base score of 6. Baxter delivered 5% organic growth with every segment growing, raised its 2026 organic sales outlook to 2 to 3%, and said the unbudgeted $75 million tariff refund is one-time and accounts for the raised adjusted EPS outlook of $1.95 to $2.15. The industry average rose from 6.88 to 7.5. Solventum (SOLV) climbed from 6 to 8 and Becton Dickinson (BDX) from 6 to 7, while Cooper Companies (COO) was the only company to decline, easing from 8 to 6.
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 | 6 | 231 |
| FX | 6 | 222 |
| Consumer Demand | 3 | 3 |
| 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.