Universal Health Services, Inc. · UHS · Next earnings

Universal Health Services, Inc. reports Monday, Oct 26, 2026

UHS reports after market close with consensus EPS at $5.24 and revenue at $4.71B. Last quarter: UHS Q1 2026: EPS and Revenue Beat Overshadowed by 9.5% Stock Decline

Reports After market close36 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $5.24 Calendar consensus
Consensus revenue $4.71B Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 36 days away

Where UHS left off: FY2026 Q1

Full report

UHS Q1 2026: EPS and Revenue Beat Overshadowed by 9.5% Stock Decline

EPS surprise +3.9% Reported $5.62 vs $5.41
Revenue surprise +2.5% Reported $4.50B vs $4.39B
Stock move -9.5% Event window
Subsequent drift -5.1% Up to 20 sessions

Management maintained full-year 2026 guidance, consistent with the prior quarter's maintained stance. The prior quarter introduced 2026 expectations of 6-8% revenue growth with downside risks from exchange volume declines and California staffing regulations. The current quarter reaffirmed these projections with a specific emphasis on roughly 5% core EBITDA growth. The capex outlook shifted from stable to increasing, reflecting the Talkspace acquisition and continued de novo hospital investments.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Seasonal flu and weather-related volume volatility in acute care
  • Potential negative impact from HIX subsidy expirations and Medicaid utilization declines
  • Wage inflation and staffing challenges, especially in behavioral health
  • Regulatory staffing ratio requirements in California
  • Integration risk associated with the Talkspace acquisition and added leverage

Questions analysts left open

  • Clarification of core acute-care EBITDA growth excluding DPP
  • Details on the most impactful AI use cases
  • Magnitude and timing of Medicaid supplemental payments
  • Extent of HIX volume decline and its impact on bad-debt reserves
  • Capital allocation balance between buybacks and outpatient and digital investments

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Recent UHS quarters

All UHS earnings
-9.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.