Eight of nine healthcare companies beat EPS estimates this week

Earnings
โดย Seeking Alpha·Read original
Summary · why it matters

Eight out of nine healthcare companies that reported quarterly results this week beat earnings-per-share expectations, while all nine exceeded revenue consensus. Centene posted second-quarter revenue of $53.6 billion, topping estimates by $6.1 billion, and raised its full-year revenue guidance to $193.5 billion to $197.5 billion. Boston Scientific reported revenue of $5.4 billion, beating by $70 million, but lowered its full-year net sales growth outlook to 5.5% to 6.5% year-over-year. DexCom beat on both top and bottom lines and raised the midpoint of its 2026 revenue guidance to a range of $5.18 billion to $5.25 billion. Universal Health Services was the only company to miss EPS estimates.

Impact on stocks 10

Biotech & Genomic Medicine · 6 stocks
DexCom Inc
DXCM
▲ PositiveCapitalrelevance

Beat on both top and bottom lines and raised 2026 revenue guidance.

Health Care± Mixed · 3 stocks
Centene Corp
CNC
▲ PositiveCapitalrelevance

Beat EPS and revenue estimates, raised full-year revenue guidance.

Brain-Computer Interface · 1 stocks
Boston Scientific Corp
BSX
▼ NegativeCapitalrelevance

Lowered full-year net sales growth outlook despite beating revenue estimates.