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# Humana beats Q2 estimates, stock falls on guidance cut
- URL: https://members.americanhealthintel.com/2026-07-29-ledger/
- Published: 2026-07-29T16:00:22.000Z
- Updated: 2026-07-29T16:00:22.000Z
- Description: Plus: Boston Scientific beats Q2 estimates, guides just under consensus. The day's rules, money, and enforcement, sourced and tiered below.
- Author: American Health Intel

Plus: Boston Scientific beats Q2 estimates, guides just under consensus. The day's rules, money, and enforcement, sourced and tiered below.

| American Health Intel Rules · Money · Medicine · Decoded daily The Ledger Wednesday, July 29, 2026 Humana beats Q2 estimates, stock falls on guidance cut Plus: Boston Scientific beats Q2 estimates, guides just under consensus. The day's rules, money, and enforcement, sourced and tiered below. ![](https://americanhealthintel.com/email/pulse-divider.png) Earnings Confidence: High Humana, the Medicare Advantage insurer, beat Wall Street's Q2 profit estimate today, and investors sold the stock anyway after it cut its full-year GAAP profit guidance floor by $1.84 a share. First-half adjusted profit already topped the full-year floor, and the insurance benefit ratio, the share of premiums spent on care, rose to 91.2% from 89.9% on Medicare Advantage Star Ratings pressure and costlier new members. Why it matters Humana beat Wall Street's profit estimate but warned the rest of the year could be rougher by cutting its GAAP profit guidance floor. Watch whether Medicare Advantage medical costs keep climbing through the second half. Sources: [Stocktitan](https://www.stocktitan.net/sec-filings/HUM/8-k-humana-inc-reports-material-event-9dea16857d3f.html?ref=members.americanhealthintel.com) · [Forbes](https://www.forbes.com/sites/brucejapsen/2026/07/29/humana-profits-hit-694-million-as-medicare-costs-fall-in-line/?ref=members.americanhealthintel.com) Earnings Confidence: High Boston Scientific, the medical device maker behind pacemakers, stents and surgical tools, beat Q2 profit and sales estimates today, and shares rose more than 3% even as its own full-year guidance trailed Wall Street's target. Net sales hit $5.44 billion, up 7% organically, with cardiovascular products growing 8.3%. Adjusted earnings per share of $0.86 beat the company's own guidance range. Full-year EPS guidance: $3.28 to $3.32, versus a $3.36 consensus. Why it matters Boston Scientific topped Wall Street's Q2 estimates and shares rose more than 3 percent, though full-year guidance landed just under consensus. Watch whether device demand holds up in the second half. Sources: [Prnewswire](https://www.prnewswire.com/news-releases/boston-scientific-announces-results-for-second-quarter-2026-302837127.html?ref=members.americanhealthintel.com) Also today UHealth and UnitedHealthcare still without a deal, 2 days to deadline [Read](https://americanhealthintel.com/editions/2026-07-29-ledger/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition#uhealth-unitedhealthcare-contract-standoff) AI doctor startup Doctronic acquires pediatric telehealth service Summer Health [Read](https://americanhealthintel.com/editions/2026-07-29-ledger/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition#doctronic-summer-health-acquisition) FRONTIER SCAN: Medical debt fuels a fast-growing buy-now-pay-later industry [Read](https://americanhealthintel.com/editions/2026-07-29-ledger/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition#medical-debt-bnpl-patient-financing-frontier-scan) 306Records$19.2BEnforcement13Deadlines93Rules [Read this issue + the trackers](https://americanhealthintel.com/editions/2026-07-29-ledger/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition) Pick your field on the site and every story tells you what it means for you. Reply to this email and tell us what you want covered. We read everything. We show our work. We score our own calls. [Track record](https://americanhealthintel.com/ledger/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition) · [Calendar](https://americanhealthintel.com/calendar/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition) · [Enforcement](https://americanhealthintel.com/enforcement/?utm%5Fsource=newsletter&utm%5Fmedium=email&utm%5Fcampaign=edition) · [X](https://x.com/amhealthintel?ref=members.americanhealthintel.com) · [LinkedIn](https://www.linkedin.com/company/american-health-intel?ref=members.americanhealthintel.com) News and analysis, not legal, medical, coding, or investment advice.You subscribed at americanhealthintel.com · [Unsubscribe](%%{unsubscribe%5Furl}%%) |
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