US Sector Earnings Intelligence

Healthcare earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window13 Aug to 11 Nov 2026242 matched companies

Group read

The earnings tape is mixed beneath the calendar load

47% of companies with measured latest results beat estimates, while 61% show positive year-on-year EPS growth. Healthcare carries the largest forward market-cap exposure.

Forward events244next 90 days
Market-cap exposure$2.8Tmatched companies
Latest beat breadth47%latest measured quarter
Positive EPS growth61%year on year

Forward exposure

Healthcare reporting load by date

Count and matched market cap

Delivery

Latest result breadth

47%beat breadth

Timing

Session certainty

68%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Industry drilldown

Where the load sits

Drug Manufacturers - General4 forward reports
$1.1Tmatched exposure
Healthcare Plans4 forward reports
$472.4Bmatched exposure
Diagnostics & Research13 forward reports
$366.5Bmatched exposure
Medical Devices29 forward reports
$300.0Bmatched exposure
Medical Instruments & Supplies12 forward reports
$185.9Bmatched exposure
Biotechnology144 forward reports
$142.0Bmatched exposure
Medical Care Facilities9 forward reports
$106.6Bmatched exposure
Health Information Services9 forward reports
$40.2Bmatched exposure

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
JNJJohnson & JohnsonDrug Manufacturers - General
13 Oct61 days
Event risk17/100Contained
Market cap$556.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-7.2%year on year
Open earnings dossier
UNHUnitedHealth Group IncorporatedHealthcare Plans
27 Oct75 days
Event risk26/100Moderate
Market cap$348.7BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-33.7%year on year
Open earnings dossier
MRKMerck & Company IncDrug Manufacturers - General
29 Oct77 days
Event risk37/100Moderate
Market cap$297.0BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-80.7%year on year
Open earnings dossier
NVSNovartis AG ADRDrug Manufacturers - General
27 Oct75 days
Event risk19/100Contained
Market cap$288.4BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-6.6%year on year
Open earnings dossier
TMOThermo Fisher Scientific IncDiagnostics & Research
21 Oct69 days
Event risk15/100Contained
Market cap$169.5BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth6.0%year on year
Open earnings dossier
ABTAbbott LaboratoriesMedical Devices
14 Oct62 days
Event risk14/100Contained
Market cap$149.2BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-61.2%year on year
Open earnings dossier
ISRGIntuitive Surgical IncMedical Instruments & Supplies
20 Oct68 days
Event risk20/100Contained
Market cap$148.2BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth20.4%year on year
Open earnings dossier
DHRDanaher CorporationDiagnostics & Research
20 Oct68 days
Event risk19/100Contained
Market cap$122.5BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth17.3%year on year
Open earnings dossier
MDTMedtronic PLCMedical Devices
1 Sep19 days
Event risk15/100Contained
Market cap$97.5BBefore the open
Beat rate100%up to 8 quarters
EPS growth2.9%year on year
Open earnings dossier
ELVElevance Health IncHealthcare Plans
21 Oct69 days
Event risk27/100Moderate
Market cap$85.0BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-7.4%year on year
Open earnings dossier
HCAHCA Healthcare, Inc.Medical Care Facilities
23 Oct71 days
Event risk22/100Contained
Market cap$84.0BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth14.6%year on year
Open earnings dossier
ARGXargenx NV ADRBiotechnology
22 Oct70 days
Event risk38/100Moderate
Market cap$52.4BTime unconfirmed
Beat rate86%up to 8 quarters
EPS growth89.2%year on year
Open earnings dossier
EWEdwards Lifesciences CorpMedical Devices
29 Oct77 days
Event risk20/100Contained
Market cap$49.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-75.8%year on year
Open earnings dossier
AAgilent Technologies IncDiagnostics & Research
26 Aug13 days
Event risk24/100Contained
Market cap$38.2BAfter the close
Beat rate75%up to 8 quarters
EPS growth21.3%year on year
Open earnings dossier
CNCCentene CorpHealthcare Plans
27 Oct75 days
Event risk38/100Moderate
Market cap$29.4BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
VEEVVeeva Systems Inc Class AHealth Information Services
26 Aug13 days
Event risk25/100Moderate
Market cap$25.9BAfter the close
Beat rate100%up to 8 quarters
EPS growth20.6%year on year
Open earnings dossier
WSTWest Pharmaceutical Services IncMedical Instruments & Supplies
22 Oct70 days
Event risk21/100Contained
Market cap$22.1BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth15.8%year on year
Open earnings dossier
DGXQuest Diagnostics IncorporatedDiagnostics & Research
20 Oct68 days
Event risk17/100Contained
Market cap$21.6BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth11.8%year on year
Open earnings dossier

Forward company tape

Healthcare upcoming earnings reports

120 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context