Healthcare Facilities & Managed Care "6/9/26 Investor Conference Recap: ..."

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Healthcare Facilities & Managed Care "6/9/26 Investor Conference Recap: ..."

Global Research

9 June 2026ab

Healthcare Facilities & Managed Care Equities

Americas6/9/26 Investor Conference Recap: UHS & ALHC

Healthcare Providers

AJ Rice

This week, some companies in our coverage are attending investor conferences. On Analyst

Tuesday, June 9th, Universal Health Services (UHS) and Alignment Healthcare (ALHC) aj.rice@ubs.com

presented. We offer some of our key takeaways and notes below. +1-212-713 4299

Jonathan Yong

UHS: Florida De Novo Hospital Highlighted, No Comments on 2Q Volume Trends Analyst

UHS declined to comment on intra-quarter volume trends in the acute business, but did jonathan.yong@ubs.com

highlight the impact of the new acute care de novo hospital that opened in Florida in +1-212-713 6268

May. The company did not size the specific headwind it expects, though last year the James Kurek

company reported about a ~$25 mln quarterly EBITDA headwind for the first couple of Analyst

quarters that its Cedar Hill hospital was open. UHS expects the hospital to ramp up and james.kurek@ubs.com

reach mature divisional-average margins in 12-18 months post-opening. On AI, the +1-212-713 3704

company noted that it saw about 50 bps of increase in revenue per adj. admission in the Michael Wei

acute segment in 2025 due to technology-driven revenue cycle management (RCM) Associate Analyst

improvements. UHS is currently working on similar process improvements in the michael.wei@ubs.com

behavioral segment. While payers are also making investments in AI, management +1-212-713 2565

believes that it is, at a minimum, keeping pace with the actions payers are taking. Joseph Overman

Associate Analyst

ALHC: Confidence and Comfort with 2Q; Benign Utilization joseph.overman@ubs.com