ZACKS·2025-10-22 14:25Core Insights - Universal Health Services, Inc. (UHS) is scheduled to report its third-quarter 2025 results on October 27, with earnings estimated at $4.56 per share and revenues of $4.3 billion [1][8] Earnings Estimates - The third-quarter earnings estimates for UHS have been revised upward in the last 90 days, indicating a projected increase of 22.9% year-over-year [2] - The Zacks Consensus Estimate for quarterly revenues suggests an 8.9% year-over-year growth [2] - For the full year 2025, the revenue estimate stands at $17.2 billion, reflecting an 8.5% increase year-over-year, while the earnings per share estimate is $20.43, indicating a growth of approximately 23% [3] Recent Performance - UHS has outperformed the consensus earnings estimate in three of the last four quarters, with an average surprise of 9.4% [3] Earnings Prediction Model - The current model does not predict a definitive earnings beat for UHS, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [4] Revenue Growth Drivers - Revenue growth in the third quarter is expected to be driven by strong performance in the Acute Care Hospital Services and Behavioral Health Care Services segments [5][8] - The Acute Care Hospital Services segment is projected to generate net revenues of $2.4 billion, representing an 8.2% year-over-year growth, with same-facility adjusted admissions expected to grow by 3.6% [6] - The Behavioral Health Care Services segment is anticipated to achieve net revenues of $1.9 billion, indicating a 9.4% increase from the prior year, supported by a 7% rise in adjusted patient days [9] Cost Pressures - Despite the expected revenue growth, UHS may face margin pressures due to rising total expenses, particularly from increased salaries, wages, and supply costs, with salaries projected to rise by 8.6% year-over-year and supply expenses by nearly 8.1% [10]