Universal Health Services Q4 Revenue Up 9.1% While EPS of $5.88 Misses
Universal Health Services reported Q4 revenue of $4.49 billion, up 9.1% year-over-year, narrowly beating estimates by 0.05% while EPS of $5.88 trailed forecasts by 0.63%. Acute care net revenues rose 9.8% to $2.55 billion; behavioral health revenues climbed 8.1% to $1.94 billion.
1. Q4 Financial Highlights
Universal Health Services posted $4.49 billion in Q4 revenue, a 9.1% increase year-over-year that topped analyst estimates by 0.05%. Reported EPS of $5.88 rose from $4.92 a year earlier but fell 0.63% short of the consensus forecast of $5.92.
2. Segment Revenue Performance
Net revenues from acute care hospital services reached $2.55 billion, outperforming the $2.51 billion estimate and marking a 9.8% annual increase. Behavioral health services generated $1.94 billion, up 8.1% but slightly below the $1.97 billion projection, while other revenues hit $2.95 million, an 11.8% gain versus year-ago levels.
3. Operating Income Breakdown
Operating income for behavioral health care services came in at $382.09 million, underperforming the $436.21 million analyst estimate. Acute care hospital services saw operating income of $251.68 million, exceeding the $245.66 million forecast.
4. Share Performance and Ranking
Shares have rallied 13.5% over the past month, far outpacing the broader market’s modest decline. The company holds an analyst consensus ranking of #2 (Buy), indicating expectations of further outperformance in the near term.