美国医疗保健服务：每周检查 – 活动日历/重点研究/数据趋势/表现与估值

研报英文原文证据摘录

J P M O R G A N

North America Equity Research

15 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

and Healthcare Services (Lisa Gill), Managed Medicaid (John Stansel, CFA),

Hospitals and Facilities (Ben Rossi). Below, please find our calendar of upcoming

and recent events, this week’s research, an overview of data trends (IQVIA Rx

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

snapshot of stock performance and valuation, and other long-term research pieces.

This Week – Key Research & Events

Calendar

Analyst & Corporate Access Events

Managed Care and Facilities

Lisa C. Gill AC

(1-212) 622-6466

John Stansel, CFA

(1-212) 622-0083

Benjamin Rossi

(1-212) 622-9603

Cole Harris

(1-212) 622-9068

J.P. Morgan Securities LLC

Upcoming Events

Healthcare Services Zoom Webinar – Wednesday, August 26 @ 9:00am ET

(click here to register)

Labcorp (LH) – Conference Call with CEO Adam Schechter – Thursday,

August 27 @ 9:00am ET (click here to register)

LifeStance Health (LFST) – Non-Deal Roadshow – Wednesday, September

2 in New York City (click here or reach out to your JPM sales representative

to submit a request if interested)

Recent Key Research

2Q Earnings Coverage

Cardinal Health (CAH)

What to Know from CAH’s F4Q26 Earnings and Management Call With

Investors

F4Q26 Quick Take: F4Q Beats Ex-Tariff Refund While Preliminary FY27

Guidance Ahead on Stronger Other Business Growth

Surgery Partners (SGRY)

What You Need to Know from SGRY’s 2Q Earnings and Follow-Up with

Management

2Q26 Earnings Ahead; 2026 Guidance Reaffirmed; Details on Hospital

Divestiture Likely Focus of Call

GMR Solutions (GMRS)

What You Need to Know from GMRS’s 2Q Earnings and Follow-Up with

Management