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These Companies Are Raising Guidance This Earnings Season

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Key Takeaways

  • The 2026 Q1 earnings season continues to roll along, with a wide variety of companies reporting.
  • Both UNH and DGX have raised their current year outlooks, reflecting nice business momentum.

The 2026 Q1 earnings season continues to roll along, with a wide variety of companies revealing results in the coming days. The cycle, while still a bit in its early phase, has overall been strong, with growth remaining solid and a decent number of companies exceeding quarterly expectations.

And concerning those exceeding quarterly expectations, UnitedHealth Group (UNH - Free Report) and Quest Diagnostics (DGX - Free Report) both raised their outlooks, with each also seeing a nice pop following their results.

UnitedHealth Bounces Back

UnitedHealth posted a double beat relative to our consensus expectations, with both EPS and sales moving modestly higher year-over-year. It reflected the company’s first double-beat in several quarters, helping underpin the favorable reaction shares enjoyed post-earnings.

The company’s EPS outlook remains bullish, with estimates drifting higher across all timeframes illustrated below. The favorable revisions are led by a guidance upgrade, with UNH raising its FY26 earnings outlook.

Zacks Investment Research
Image Source: Zacks Investment Research

Quest Diagnostics Posts Double Digit Growth

Quest Diagnostics similarly posted a double-beat relative to our consensus expectations, marking the sixth consecutive period in which it exceeded both EPS and sales expectations. Sales grew 9.2% from the year-ago period, whereas EPS grew by a double-digit 13.1% YoY.

The company raised both its EPS and sales guidance for its current FY26 amid the favorable results, with DGX also sporting a similarly strong revisions picture, as shown below.

Zacks Investment Research
Image Source: Zacks Investment Research

Bottom Line

Guidance upgrades are generally among the most bullish announcements a company can make, signaling that the outlook is even better than previously expected. Upgrades commonly lead to share outperformance, with both UnitedHealth (UNH - Free Report) and Quest Diagnostics (DGX - Free Report) seeing bullish share reactions following their results.

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