Payer earnings calendar
Who reports when, and the single number that will move the story.
Already reported
- MedtronicMDT
Raised fiscal 2027 non-GAAP diluted EPS guidance of $5.94 to $6.00
- Definitive HealthcareDH
Turbo AI platform adoption and customer retention as revenue stabilizers
- RadNet Inc.RDNT
AI-specific revenue up 136% year over year; AI annual recurring revenue nearly doubled to $105.5 million
- American Healthcare REITAHR
$1.4 billion in new investments completed since the start of 2026, with more than $800 million more in the pipeline; raised FY2026 guidance to $2.15 to $2.19 normalized FFO per diluted share
- AMN Healthcare ServicesAMN
Q3 2026 revenue guidance of 640 to 655 million dollars
- GoodRx, Inc.GDRX
Pharma Direct revenue growth rate versus legacy prescription transaction decline
- Doximity, Inc.DOCS
AI Search revenue recognition in coming quarters
- Privia HealthPRVA
implemented providers, 5,644, and value-based care attributed lives, 1.647 million
- Oscar Health
implied second-half operating loss of roughly 393 million to 593 million dollars
- Clover HealthCLOV
Medicare Advantage membership, 157,309, up 48 percent year over year
- CVS HealthCVS
Adjusted EPS rose 42.5 percent to $2.58 and revenue climbed 7.3 percent to $106.1 billion; full year adjusted profit guidance raised to $7.90 to $8.10 per share, but shares fell about 9 percent
- agilon healthAGL
Full-year 2026 revenue guidance raised to 5.775 to 5.86 billion dollars
- Eli LillyLLY
Full year 2026 revenue guidance raised to 85 to 87 billion dollars, the second raise this year
- CVS HealthCVS
Full year 2026 adjusted EPS guidance raised to 7.90 to 8.10 dollars
- DaVitaDVA
Integrated Kidney Care adjusted operating income $40 million vs $19 million Q1 loss; 64,900 value-based patients, $5.8 billion annualized medical spend under management
- Hinge HealthHNGE
Full year 2026 revenue guidance raised to $856-860 million
- Novo NordiskNVO
Oral Wegovy pill sales of 3.22 billion Danish kroner versus about 3.27 billion kroner expected
- PfizerPFE
Full year 2026 revenue guidance raised to $60.5 billion to $62.5 billion
- Healthcare Realty Trust
Full-year 2026 same-store cash NOI growth guidance raised to a range of 4.25% to 5%, alongside a redevelopment pipeline expanding to roughly 30 assets by year end
- Alignment Healthcare
Adjusted medical benefit ratio improved to 86.3%, the lowest since the company went public, while full-year 2026 membership guidance was raised to 298,000-301,000
- Regeneron PharmaceuticalsREGN
Whether the Q3 step-up in Sanofi collaboration profit, now that the Development Balance is fully repaid, shows up in guidance.
- Bristol Myers SquibbBMY
Growth Portfolio revenue (Opdivo Qvantig, Reblozyl, Camzyos, Breyanzi, Opdualag), up 15% to 7.6 billion dollars and now nearly 60% of total revenue
- The Cigna GroupCI
Medical care ratio rose to 84.5 percent
- Ventas, Inc.VTR
Full year 2026 senior housing investment target raised to more than 4.5 billion dollars, up from 3 billion dollars
- Humana Inc.HUM
Benefit ratio rose to 91.2% from 89.9%; GAAP EPS guidance floor cut to at least $6.52 from at least $8.36
- Boston Scientific Corporation
$5.442B net sales (+7.5%); FY adjusted EPS guidance $3.28-$3.32 vs $3.36 consensus
- Grifols, S.A.
29 US plasma donor center closures amid a July 1, 2026 reorganization separating US and global plasma operations
- Centene CorporationCNC
Marketplace enrollment under the Ambetter brand, which fell to 3.5 million from 5.8 million a year ago
- Universal Health ServicesUHS
Full year adjusted diluted EPS guidance of 22.28 to 23.65 dollars
- Gentherm IncorporatedTHRM
400 million dollar stock buyback authorization and the roughly 1 billion dollar Modine Performance Technologies combination closing
- Tenet HealthcareTHC
Adjusted EPS 6.12 dollars vs 4.26 dollar consensus; FY2026 EPS guidance raised to 20.30-21.69 dollars
- Quest DiagnosticsDGX
Adjusted EPS growth of 19.1% to 3.12 dollars; FY2026 revenue guidance raised to 11.95-12.05 billion dollars
- HCA HealthcareHCA
~400 million dollar ACA coverage-loss hit nearly offset by ~400 million dollar Florida Medicaid Supplemental Payment Program benefit
- Molina HealthcareMOH
Full-year 2026 revenue guidance held near 42 billion dollars, about 2.28 billion dollars below analyst expectations of roughly 44.28 billion dollars
- Community Health SystemsCYH
Full-year 2026 guidance of a diluted loss per share of 1.10 to 1.25 dollars
- Intuitive SurgicalISRG
US da Vinci procedure growth rate against full-year guidance of 13.5 to 15.5 percent
- UnitedHealth GroupUNH
Medical care ratio fell to 86.7% of premiums from 89.4% a year earlier; full-year adjusted EPS guidance raised to $19.50-$20.00
- Johnson & JohnsonJNJ
J&J raised full-year 2026 guidance to about $101.1 billion in sales, on pace to top $100 billion for the first time; Abbott also beat estimates, raising full-year adjusted EPS guidance to $5.45-$5.60
- HCA Healthcare
Full-year 2026 ACA exchange hit now estimated at $1.0 billion to $1.2 billion, up from a prior $600 million to $900 million estimate
- Elevance Health
Medical loss ratio rose 80 basis points to 89.7%; medical membership fell to about 44.9 million, down 469,000 from the prior quarter