Seeking Alpha·Sep 15, 2026
Universal Health Services, Inc. (UHS) Presents at 2026 Global Healthcare Conference TranscriptUniversal Health Services, Inc. (UHS) Presents at 2026 Global Healthcare Conference Transcript
Universal Health Services is executing a steady acceleration in revenue, with 8.3% YoY growth in 2026Q2, driven by strong demand for behavioral health services. However, operating leverage is constrained as SG&A expenses (up 10.5% since 2024Q1) outpace revenue...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated to 8.3% YoY growth in 2026Q2, yet operating margin remained flat at 11.1%, as SG&A costs rose 10.5% since 2024Q1, indicating limited operating leverage.
UHS has above-consensus 2026 guidance, indicating a strong near-term earnings trajectory despite recent quarterly misses.
The bullish case hinges on UHS's ability to grow earnings by expanding acute and behavioral healthcare capacity.
Recent quarterly results showed strong revenue growth, margin expansion, and disciplined capital allocation.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $5.98+0.7% vs $5.94 | $4.6B+1.3% vs $4.6B |
Q2 2026 Apr 27, 2026 | $5.62+3.9% vs $5.41 | $4.5B+2.5% vs $4.4B |
Q1 2026 Feb 25, 2026 | $5.88-0.7% vs $5.92 | $4.5B-0.4% vs $4.5B |
Q4 2025 Oct 27, 2025 | $5.69+22.1% vs $4.66 | $4.5B-0.2% vs $4.5B |
Universal Health Services, Inc. (UHS) Presents at 2026 Global Healthcare Conference Transcript
Universal Health Services, Inc. (UHS) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Universal Health Services, Inc. (UHS) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript
Universal Health Services is deeply undervalued at 7.4x 2026E NTM earnings despite robust free cash flow and pricing power. Structural tailwinds in behavioral health, high ROIIC (15.5%), and disciplined share buybacks drive 12.1% FCFE-per-share CAGR through 2030E. Scenario analysis shows downside protection at current prices, with a base case fair value of $280.99 and a recommended accumulation limit of $217.
Benchmark UHS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Universal Health Services, Inc. (UHS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $181.39 | $10.98B | 7.85 | 9.71% | 8.57% | 21.01% | 0.44% | |
| $436.48 | $94.5B | 15.38 | 7.08% | 8.77% | — | — | |
| $256.44 | $22.09B | 16.56 | 3.12% | 10.27% | 25.45% | — | |
| $3.01 | $424.44M | 0.80 | -1.18% | -1.34% | — | — | |
| $175.46 | $10.23B | 30.04 | 18.72% | 6.9% | 16.51% | — | |
| $28.51 | $2.65B | -2.34 | 5.04% | -33.44% | -46.01% | — |
Universal Health Services, Inc. (UHS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Universal Health Services, Inc. (UHS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
Aug 17, 2026·SEC
Aug 13, 2026·SEC
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Universal Health Services, Inc. (UHS) stock FAQ — growth, dividends, profitability & financials explained
Universal Health Services, Inc. (UHS) reported $18.11B in revenue for fiscal year 2025. This represents a 1422% increase from $1.19B in 1996.
Universal Health Services, Inc. (UHS) grew revenue by 9.7% over the past year. This is steady growth.
Yes, Universal Health Services, Inc. (UHS) is profitable, generating $1.53B in net income for fiscal year 2025 (8.6% net margin).
Yes, Universal Health Services, Inc. (UHS) pays a dividend with a yield of 0.44%. This makes it attractive for income-focused investors.
Universal Health Services, Inc. (UHS) has a return on equity (ROE) of 21.0%. This is excellent, indicating efficient use of shareholder capital.
Universal Health Services, Inc. (UHS) generated $826.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
