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Volume Hits the Mark: Quest Diagnostics | North America-20260723
摩根士丹利· 2026-07-23 22:27
July 23, 2026 12:09 PM GMT Shares Should Rise on Robust Volume and Guidance Raise: DGX's 2Q EPS of $3.12 beat our/Cons forecast of $2.82, with profitability slightly ahead (+1c vs. MSe) and factors below the line adding 29c, driven largely by tax (+17c vs. MSe). Eyes have been on utilization concerns heading into the print given tidbits from MCOs and hospitals QTD, but DGX's print proves its solid position in the current backdrop. Volume dynamics in 2Q were impressive at +13% organic vs. Cons. 8.6%, likely ...