Payer earnings calendar
Who reports when, and the single number that will move the story.
Already reported
- 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