The EPS beat is a positive signal, but the lack of a guidance raise or disclosed partnership revenue limits the upside. Monitor for any guidance updates or further details on the Apple Health partnership's financial contribution in the next 10-Q. The historical T+20 win rate of 38% on prior reports suggests caution on a sustained rally.
Price Chart
Executive Summary
Quest Diagnostics reported Q2 2026 EPS of $3.12, a 9.0% beat vs the $2.86 consensus, and announced a partnership with Apple to offer lab testing through the Apple Health app. The EPS beat is notable, but the Apple Health integration is a long-term consumer growth catalyst with no immediate financial impact disclosed. The stock's historical T+20 performance on prior reports has been mixed (38% win rate), suggesting the market may not fully price in this beat without a guidance raise or hard financial details on the partnership.
Key Financial Metrics
Key Facts
- Q2 2026 EPS of $3.12 beat consensus of $2.86 by 9.0%
- Revenue not explicitly stated in the provided filing document; set to null
- Announced partnership with Apple to offer a 50+ biomarker lab test panel via the Apple Health app later this year
- The lab panel will be available for $119 at approximately 2,000 Quest patient service centers
- No guidance change or revenue figures for the partnership were disclosed
Financial Impact
EPS beat of $0.26 per share vs consensus; partnership revenue potential undisclosed
Risk Factors
- No guidance raise was provided, which may cap the stock's upside
- The Apple Health partnership has no disclosed revenue or margin impact, creating uncertainty about its materiality
- Historical T+20 performance on DGX reports has been negative on average (-0.91%)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302874147 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | Press Release | $231.14 $247.45 | ▲ +7.06% | ▲ +7.56% | $233.27 (+0.92%) |
Sep 3, 2026 29d ago | Insider Cluster | $239.40 $235.02 | ▼ −1.83% | ▼ −0.68% | $233.27 (−2.56%) |
Jul 23, 2026 10w ago | 8-K | $227.90 $234.30 | ▲ +2.81% | ▲ +2.33% | $233.27 (+2.36%) |
May 8, 2026 20w ago | 8-K | $189.81 $189.84 | ▲ +0.02% | ▲ +0.10% | $233.27 (+22.90%) |
Apr 21, 2026 23w ago | 8-K | $205.04 $195.05 | ▼ −4.87% | ▼ −5.96% | $233.27 (+13.77%) |
Apr 16, 2026 24w ago | Court Ruling | $191.46 $199.53 | ▲ +4.21% | ▲ +3.25% | $233.27 (+21.84%) |
Mar 5, 2026 30w ago | Insider Cluster | $203.09 $200.01 | ▲ +1.52% | ▼ −0.72% | $233.27 (−14.86%) |
Mar 3, 2026 30w ago | Insider Cluster | $207.46 $200.03 | ▼ −3.58% | ▼ −3.10% | $233.27 (+12.44%) |
Mar 3, 2026 30w ago | Insider Cluster | $207.46 $200.03 | ▼ −3.58% | ▼ −3.10% | $233.27 (+12.44%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access