UHS 2Q 2015 tulos oli loistava. Antoi posarin

UHS julkaisi 2Q 2015 tuloksensa 30.7. ja juuri mitään vikaa siinä ei ollut. Firma antoi vielä koko vuotta koskevan positiivisen tulosvaroituksen!

  • Reported net income attributable to UHS was $182.2 million, or $1.80 per diluted share, during the second quarter of 2015 as compared to $151.7 million, or $1.51 per diluted share, during the comparable quarter of 2014.
  • Net revenues increased 10.9% to $2.28 billion during the second quarter of 2015 as compared to $2.05 billion during the second quarter of 2014
  • Reported net income attributable to UHS was $356.5 million, or $3.54 per diluted share, during the first six months of 2015 as compared to $289.7 million, or $2.89 per diluted share, during the comparable period of 2014.
  • Net revenues increased 12.8% to $4.50 billion during the first six months of 2015 as compared to $3.99 billion during the comparable period of 2014.
  • Based upon the operating trends and financial results experienced during the first six months of 2015, we are increasing our estimated range of adjusted net income attributable to UHS, for the year ended December 31, 2015, to $6.75 to $7.15 per diluted share. This revised guidance, which excludes the expected EHR impact for the year, represents an increase of approximately 9% to 10% from the previously provided range of $6.15 to $6.55 per diluted share.

Yhtiö on ostellut omia osakkeitaan mutta valtuutuksesta on vielä suurin osa jäljellä: “During the third quarter of 2014, our Board of Directors authorized a stock repurchase program whereby, from time to time as conditions allow, we may spend up to $400 million to purchase shares of our Class B Common Stock on the open market or in negotiated private transactions.  In conjunction with this program, during the second quarter of 2015, we repurchased 256,440 shares at an aggregate cost of $30.8 million. Since inception of the program through June 30, 2015, we repurchased 852,901 shares at an aggregate cost of $94.4 million“. Omien osakkeiden osto-ohjelma luonnollisesti tukee osakekurssia.

Obamacaren hyväksyminen on pienentänyt UHS:n maksamattomia sairaalalaskuja.Tämä on osaltaan ollut parantamassa 1H:n tulosta.

Tuolla annetulla EPS haarukalla on osakkeen PE-luku 146,5 dollarin osakekurssilla 20-21. Ei osaketta ihan halpana voi pitää mutta kasvu on ollut hyvää ja jatkuessaan tulee kurssikin vielä vastaisuudessakin nousemaan. Omistan yhtiön osakkeita. Tämä on ollut loistava sijoitus!

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