North America Equity Research

Research evidence excerpt

North America Equity Research

J P M O R G A N North America Equity Research

01 August 2026

US Healthcare Services

Weekly Checkup – Events Calendar / Key Research /

Data Trends / Performance & Valuation

Summary of key research across our coverage universe, including Managed Care Managed Care and Facilities

ACand Healthcare Services (Lisa Gill), Managed Medicaid (John Stansel, CFA), Lisa C. Gill

Hospitals and Facilities (Ben Rossi). Below, please find our calendar of upcoming (1-212) 622-6466

and recent events, this week’s research, an overview of data trends (IQVIA Rx lisa.c.gill@jpmorgan.com

volumes and sales, MCO enrollment, national health expenditures, etc.), a John Stansel, CFA

snapshot of stock performance and valuation, and other long-term research pieces. (1-212) 622-0083

john.stansel@jpmorgan.com

Benjamin Rossi

(1-212) 622-9603This Week – Key Research & Events

benjamin.rossi@jpmorgan.com

Calendar Cole Harris

(1-212) 622-9068

cole.harris@jpmorgan.com

Analyst & Corporate Access Events J.P. Morgan Securities LLC

We will be hosting post-earnings callbacks with management to discuss key topics

from 2Q26 earnings and answer questions from investors. Please see details and

registration links below.

Table 1: Healthcare Services 2Q Post-Earnings Management Callback Schedule

Time (all Registratio

Date Company Speaker

ET) n Link

Alignment Register

Monday, August 3 8:00am Harrison Zhuo, VP Investor Relations

Healthcare (ALHC) Here

Tom Zoltowski, VP Investor Relations

Thursday, August Register

9:00am CVS Health (CVS) Laurence McGrath, EVP Capital

6 Here

Markets

10:30am McKesson (MCK) Jeni Dominguez, VP Investor Relations

Thursday, August Bennett Murphy, SVP Investor Register

12:30pm Cencora (COR) 6 Relations Here

Wednesday, Cardinal Health Register