Daily Brief Health Care: HCA Healthcare, Inc. , Elan Corp, Moderna , Revvity, Universal Health Services B and more

• HCA Healthcare’s third-quarter performance for 2025 has shown strong results year-over-year, with a notable 42% increase in diluted earnings per share, as adjusted.
• The revenue grew by 9.6%, driven by broad-based volume growth and an improved payer mix.
• This improvement, coupled with disciplined operational management, resulted in better margins.

• Elan Corp is a market leader in Japan’s growing nursing care support sector, capitalizing on the nation’s super-aged society. Its core business provides rental and laundry services for clothing, towels, and daily necessities to hospital patients and nursing home residents, creating a convenient, all-in-one solution.
• The company has demonstrated a strong and consistent track record of top-line growth, with revenue increasing for 17 consecutive years. This is driven by an expanding network of contracted healthcare facilities and the powerful demographic tailwind of Japan’s aging population.
• Despite robust operational growth, the company’s stock has de-rated from its pandemic-era highs. While revenue and cash flow remain strong, recent financial data indicates pressure on profit margins, a key area for investor monitoring. The valuation now appears more reasonable compared to historical levels and some international peers.

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• The earnings report for Moderna, Inc.’s second quarter of 2025 presents a multifaceted picture of the company’s current financial health and strategic endeavors.
• Beginning with the financial landscape, Moderna reported revenues of $2.1 billion and experienced a loss of $0.8 billion, which aligns with the company’s expectations given the seasonal nature of its respiratory vaccine business.
• Notably, the company managed to reduce its cost of sales and SG&A by 35% compared to the previous year, indicating a strong commitment to financial discipline.

• Revvity’s third-quarter 2025 results demonstrate a stable performance amid a challenging market landscape, with organic growth of 1% that aligned with expectations despite unfavorable forex fluctuations.
• The company’s Signals software division proved a strong performer, with 20% organic growth, and their reproductive health segment also showed notable progress.
• However, the Diagnostic segment experienced a significant decline in China due to lingering DRG impacts, though the non-China segment performed robustly, growing in the high single digits.

• Universal Health Services (UHS) recently reported its third-quarter 2025 financial results, highlighting a significant increase in adjusted net income attributable to UHS, which rose by 53% year-over-year to $5.69 per share.
• This performance was driven by a robust 13.4% year-over-year revenue growth, buoyed by a strong showing from its acute care operations, modest volume improvements in its behavioral health segment, and favorable pricing in both sectors.
• A notable contributing factor to the revenue increase was the $90 million net benefit from a recently approved supplemental Medicaid program in the District of Columbia.