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Sector-level sentiment and macro signals, built from public earnings calls.
Showing calendar 2025 Q4Free· the newest quarter (2026 Q3) is Pro.
Sector Sentiment Index · Calendar 2025 Q4
As of 2025 Q4, the Tellvest aggregate earnings-call sentiment for the Healthcare sector is 7.2/10 across 65 companies.
2024 Q4–2025 Q4. Each earlier point averages the available scores of this quarter’s 65-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 2025 Q4
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Trade & Tariffs | 37 | 42337 |
| Regulation Policy | 36 | 155106 |
| Consumer Demand | 29 | 91037 |
| Enterprise Spending | 28 | 1783 |
| CAPEX | 16 | 151 |
| FX | 14 | 113 |
| Supply Chain | 8 | 611 |
| Inflation | 8 | 1313 |
| AI & Tech | 7 | 61 |
| Credit | 6 | 321 |
| Labor Market | 4 | 13 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2025 Q4.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this sector for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| CAH Cardinal Health | 10/10 |
| JNJ Johnson & Johnson | 9/10 |
| LLY Lilly (Eli) | 9/10 |
| TEM Tempus AI, Inc. | 9/10 |
| DXCM DexCom | 9/10 |
| INSM Insmed Incorporated | 9/10 |
| INCY Incyte | 9/10 |
| PODD Insulet Corporation | 9/10 |
| ALNY Alnylam Pharmaceuticals | 9/10 |
| BSX Boston Scientific | 9/10 |
| RMD ResMed | 9/10 |
| VEEV Veeva Systems Inc. | 9/10 |
| ISRG Intuitive Surgical | 9/10 |
| IDXX Idexx Laboratories | 9/10 |
| VRTX Vertex Pharmaceuticals | 9/10 |
| ALGN Align Technology | 8/10 |
| ABBV AbbVie | 8/10 |
| ABT Abbott Laboratories | 8/10 |
| LH LabCorp | 8/10 |
| COR Cencora | 8/10 |
| COO Cooper Companies (The) | 8/10 |
| MCK McKesson Corporation | 8/10 |
| UHS Universal Health Services | 8/10 |
| AMGN Amgen Inc. | 8/10 |
| SYK Stryker Corporation | 8/10 |
| IQV IQVIA | 8/10 |
| A Agilent Technologies | 8/10 |
| ILMN Illumina, Inc. | 8/10 |
| EW Edwards Lifesciences | 8/10 |
| HIMS Hims & Hers Health, Inc. | 8/10 |
| DVA DaVita | 7/10 |
| GILD Gilead Sciences | 7/10 |
| DHR Danaher Corporation | 7/10 |
| ZTS Zoetis | 7/10 |
| DGX Quest Diagnostics | 7/10 |
| WAT Waters Corporation | 7/10 |
| MRK Merck & Co., Inc. | 7/10 |
| STE Steris | 7/10 |
| SOLV Solventum | 7/10 |
| CI Cigna | 7/10 |
| TMO Thermo Fisher Scientific | 7/10 |
| MTD Mettler Toledo | 7/10 |
| VTRS Viatris | 7/10 |
| WST West Pharmaceutical Services | 7/10 |
| HCA HCA Healthcare | 7/10 |
| CVS CVS Health | 7/10 |
| ZBH Zimmer Biomet | 7/10 |
| MDT Medtronic | 7/10 |
| HUM Humana | 6/10 |
| CNC Centene Corporation | 6/10 |
| GEHC GE HealthCare | 6/10 |
| BMY Bristol Myers Squibb | 6/10 |
| RVTY Revvity | 6/10 |
| TECH Bio-Techne | 6/10 |
| HSIC Henry Schein | 6/10 |
| BAX Baxter International | 6/10 |
| HOLX Hologic | 5/10 |
| UNH UnitedHealth Group Incorporated | 5/10 |
| BDX Becton Dickinson | 4/10 |
| CRL Charles River Laboratories | 4/10 |
| REGN Regeneron Pharmaceuticals | 4/10 |
| ELV Elevance Health | 4/10 |
| PFE Pfizer | 4/10 |
| MRNA Moderna | 3/10 |
| BIIB Biogen | 3/10 |
% 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.