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.
Plus: Boston Scientific beats Q2 estimates, guides just under consensus. The day's rules, money, and enforcement, sourced and tiered below.
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American Health Intel
Rules · Money · Medicine · Decoded daily
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| The Ledger |
Wednesday, July 29, 2026 |
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Humana beats Q2 estimates, stock falls on guidance cut
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Plus: Boston Scientific beats Q2 estimates, guides just under consensus. The day's rules, money, and enforcement, sourced and tiered below.
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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.
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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.
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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.
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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.
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