Universal Health revises 2026 net revenue forecast to $18.501 bln-$18.762 bln, slightly higher than prior forecast
Company now sees 2026 adjusted EBITDA, net of NCI, at $2.610 bln-$2.717 bln, lower than prior forecast
Universal Health expects 2026 adjusted EPS-diluted of $22.28-$23.65, lower than earlier forecast
Overview
U.S. hospital operator's Q2 revenue rose 8.3%, beating analyst expectations
Adjusted EPS for Q2 rose to $5.98
Company repurchased 1.89 mln shares for $320.3 mln in Q2
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$4.64 bln
$4.58 bln (15 Analysts)
Q2 EPS
$5.98
Result drivers
Acute care growth - Co said same-facility acute care hospitals saw adjusted admissions rise 2.9% and net revenue per adjusted admission increase 3.0% in Q2
Behavioral health revenue - Co said same-facility behavioral health facilities saw net revenue per adjusted admission rise 7.1% in Q2
Medicaid program impact - Q2 results included a $100 mln favorable pre-tax impact from the Florida Medicaid managed care directed payment program
UHS•
