Education
About Us
Working with TipRanks
Follow Us
Universal Health (UHS)
NYSE:UHS
Earnings Data
Report Date
Apr 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
5.42Last Year’s EPS
4.84Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced strong operating and financial results — double-digit revenue and EPS growth, improved acute margins, a clear growth pipeline (inpatient expansions and outpatient behavioral rollout), active buybacks and accelerated AI adoption — against several manageable but material near-term risks including a $75M exchange-related headwind, a ~$35M one-time 2026 impact from California staffing rules (with ~$30M ongoing), timing-driven cash flow/AR pressure and localized market softness. Management provided constructive 2026 guidance that incorporates these headwinds while signaling confidence in margin expansion, volume recovery and technology-enabled efficiency gains.Company Guidance
Quarter and Full-Year Financial Performance
Q4 2025: revenue growth +9%; adjusted EBITDA net of NCI +10%; adjusted EPS +20% vs Q4 2024. Full-year 2025: revenue growth +10%; adjusted EBITDA net of NCI +15%; adjusted EPS +31% vs 2024.
Strong Acute Care Operational Results
Same-facility Acute Care: net revenues +6.9% in Q4 (5.2% excl. insurance subsidiary); revenue per adjusted admission +5.4%; same-facility segment EBITDA +10.4% in Q4 with a 50 bps margin improvement to 14.8% (full-year margin +150 bps to 15.8%). Contract labor declined by 20 bps to 2.4% of Acute segment revenue.
Behavioral Health Revenue and Volume Recovery
Behavioral Health same-facility net revenues +7.2% in Q4, driven by revenue per adjusted patient day +5.6% and adjusted patient days +1.5%. Behavioral segment EBITDA +6.9% in Q4 and +7.8% for full year 2025.
Prudent Capital Allocation and Share Repurchases
2025 share repurchases: 4.65 million shares for $899 million (1.46 million shares bought in Q4). At 12/31/25, $1.425 billion of buyback authorization remained and ~$900 million of revolver capacity was available.
Growth Pipeline and Outpatient Expansion
Opened 2 acute hospitals over past 2 years; planned 3 inpatient expansions (178 beds) and a 156-bed de novo hospital in Palm Beach Gardens opening Q2 2026. Behavioral: 2 de novos (264 beds) in 2026; 119 outpatient behavioral locations including 10 new freestanding 1,000 Branches Wellness centers in 2025 and at least 10 more planned in 2026.
Technology and AI Adoption to Improve Efficiency
Deployed AI (Agentic AI) for post-discharge care to reduce readmissions; implemented AI-based revenue cycle tools for documentation and claims appeals; leveraging AI to streamline behavioral referral/intake — management cites measurable efficiencies and expects further benefits over coming quarters.
2026 Financial Guidance Reflects Continued Growth
2026 guidance: revenue $18.4B–$18.8B (+6%–8%); adjusted EBITDA net of NCI $2.64B–$2.79B (+2%–8%); adjusted net income per diluted share $22.64–$24.52 (+4%–13%). Assumes same-facility volume growth of 2%–3% and capex $950M–$1.1B.
UHS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UHS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $230.73 | $204.33 | -11.44% |
Oct 27, 2025 | $213.85 | $219.14 | +2.47% |
Jul 28, 2025 | $154.65 | $162.51 | +5.08% |
Apr 28, 2025 | $172.40 | $171.37 | -0.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Universal Health (UHS) report earnings?
Universal Health (UHS) is schdueled to report earning on Apr 27, 2026, After Close (Confirmed).
What is Universal Health (UHS) earnings time?
Universal Health (UHS) earnings time is at Apr 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UHS EPS forecast?
UHS EPS forecast for the fiscal quarter 2026 (Q1) is 5.42.
