THC
Tenet·NYSE
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THC fundamentals
Tenet (THC) released its earnings on Feb 11, 2026: revenue was 5.53B (YoY +8.97%), beat estimates; EPS was 4.7 (YoY +36.63%), beat estimates.
Revenue / YoY
5.53B
+8.97%
EPS / YoY
4.7
+36.63%
Report date
Feb 11, 2026
THC Earnings Call Summary for Q4,2025
- Record 2025 Performance: $21.3 billion in revenue and $4.57 billion EBITDA (+14% YoY), driven by USPI (12% EBITDA growth) and Hospital (16% EBITDA growth) segments.
- 2026 Growth Outlook: $4.485–$4.785 billion EBITDA target, with USPI targeting 3%–6% same-facility revenue growth and Hospitals expecting 1%–2% admission growth despite $250 million headwind from expiring subsidies.
- Cost Efficiency & Capital Deployment: $350 million M&A in 2025, $1.386 billion in share buybacks, and $2.5–$2.8 billion free cash flow in 2026 for strategic investments and repurchases.
- Structural Transformation: AI and automation initiatives to improve margins, with 2026 guidance reflecting 10% EBITDA growth (midpoint) excluding one-time items.
EPS
Actual | 1.28 | 1.26 | 0.64 | 4.72 | 1.3 | 1.59 | 1.99 | 2.7 | 1.93 | 1.5 | 1.44 | 1.96 | 1.42 | 1.44 | 1.44 | 2.68 | 3.22 | 2.31 | 2.93 | 3.44 | 4.36 | 4.02 | 3.7 | 4.7 | ||||||||||||||||
Forecast | 0.2859 | -0.7137 | 0.3227 | 0.9544 | 0.7569 | 1.0745 | 1.0272 | 1.5185 | 1.0755 | 0.6705 | 1.2428 | 1.2284 | 1.1554 | 1.2485 | 1.1959 | 1.6018 | 1.4527 | 1.9079 | 2.3651 | 2.952 | 3.1236 | 2.8746 | 3.3368 | 4.0931 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +347.71% | +276.54% | +98.33% | +394.55% | +71.75% | +47.98% | +93.73% | +77.81% | +79.45% | +123.71% | +15.87% | +59.56% | +22.90% | +15.34% | +20.41% | +67.31% | +121.66% | +21.08% | +23.88% | +16.53% | +39.58% | +39.85% | +10.88% | +14.83% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.52B | 3.65B | 4.56B | 4.92B | 4.78B | 4.95B | 4.89B | 4.86B | 4.75B | 4.64B | 4.80B | 4.99B | 5.02B | 5.08B | 5.07B | 5.38B | 5.37B | 5.10B | 5.12B | 5.07B | 5.22B | 5.27B | 5.29B | 5.53B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.63B | 3.75B | 4.39B | 4.86B | 4.76B | 4.77B | 4.83B | 4.99B | 4.71B | 4.78B | 4.81B | 4.91B | 4.84B | 4.91B | 5.02B | 5.27B | 5.15B | 4.99B | 5.05B | 5.17B | 5.14B | 5.16B | 5.26B | 5.47B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -2.33% | -2.75% | +3.85% | +1.18% | +0.34% | +3.86% | +1.24% | -2.62% | +0.85% | -2.95% | -0.26% | +1.58% | +3.67% | +3.49% | +0.83% | +2.03% | +4.28% | +2.28% | +1.45% | -1.85% | +1.65% | +2.14% | +0.64% | +1.11% |
Earnings Call
You can ask Aime
What were the key takeaways from Tenet’s earnings call?What were the key takeaways from Tenet's earnings call?What factors drove the changes in Tenet's revenue and profit?What guidance did Tenet's management provide for the next earnings period?What is Tenet's latest dividend and current dividend yield?What is Tenet's gross profit margin?Did Tenet beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Tenet year over year?
