Subscribe
Sign in
Home
Archive
About
HCA 2Q26: HIX Pressures Drive a Broader 2H26 Reset
HCA correctly forecast the 15% exchange-volume decline; the near one-for-one shift to uninsured was the surprise. Revised guidance implies 2H26 adjusted…
Jul 26
•
Tyler Graver
1
2
2Q26 Earnings Read-Throughs: What Six Reports Tell Us So Far
MOH, CYH, THC, MEDP, TMO and DGX sharpen the debates around coverage-driven mix pressure and improving biopharma demand.
Jul 24
•
Tyler Graver
1
UNH 2Q26: The Rebuild Passed Its First Real Test
Even after removing all $860 million of favorable medical development, adjusted EPS was approximately $5.61. Medicare and Optum Health raised the base…
Jul 22
•
Tyler Graver
1
1
ELV 2Q26: The Beat Was Real, but Medicaid Still Has to Prove the Turn
Normalized EPS beat consensus by 7%, but an unchanged –1.75% Medicaid margin outlook and a modest guide raise outweighed MA and ACA upside, sending…
Jul 20
•
Tyler Graver
1
HCA 2Q26 Pre-Announcement: Traffic Rebounds, but Mix Pressure Drives an EBITDA Guide Cut
Florida Medicaid support helped the EBITDA beat, but weaker payer and surgical mix drove the guidance cut. Our bridge implies ~$450M of pressure beyond…
Jul 17
•
Tyler Graver
3
2
UNH 2Q26 Preview: The First Real Test of the Rebuild
Q1 was encouraging; 2Q will test whether favorable claims development, reserve conservatism and repricing are sufficient to support the 2026 recovery.
Jul 16
•
Tyler Graver
June 2026
Healthcare Services Coverage Map: The Initial Universe and Key Debates
A launch-edition map of the companies, subsectors, and debates Graver Research will track across healthcare services.
Jun 20
•
Tyler Graver
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
