Skip to Content

Thought Leadership.

Search By Author:
9 / 22 / 2026

HCA, Tenet, and Community Health First Half of 2026 Earnings: Key Takeaways

By Jana Sizemore, Anisha Coimbatore & Logan Williams
During the first half of 2026, major for profit hospital operators navigated lower Affordable Care Act (ACA) exchange enrollment, payer mix deterioration, uneven surgical volumes, and significant state Medicaid supplemental...
9 / 21 / 2026

Has Healthcare Finally Become a Burning Platform!?!

By John P. Carter
Article originally published through the Texas Association of Accountable Care Organizations (TXAACOs) September 2026 Member Newsletter. By 2034, U.S. healthcare spending is projected to approach $9 trillion and consume 20.6%...
9 / 16 / 2026

2027 CMS Proposed Changes to Physician Fee Schedule

By Anthony Long & Jason Baldwin
Based on the Physician Fee Schedule Proposed Rule as of July 14, 2026 Reimbursement In 2026, CMS implemented separate conversion factors for qualifying APM participants (QPs) and for non-QPs. For...
9 / 8 / 2026

UnitedHealth Group First Half of 2026 Earnings: Key Takeaways

By Jana Sizemore & Logan Williams
During the first half of 2026, UnitedHealth Group continued to stabilize following the medical cost and operational challenges that pressured 2025 results. Medical cost management, pricing, and benefit-design actions improved...
9 / 4 / 2026

Healthcare Realty Trust First Half of 2026 Earnings: Key Takeaways

By Jana Sizemore & Logan Williams
During the first half of 2026, Healthcare Realty Trust continued to benefit from strong leasing activity, improving occupancy, and disciplined capital allocation across its medical office building portfolio. Robust same-store...
9 / 2 / 2026

Fresenius & DaVita First Half of 2026 Earnings: Key Takeaways

By Jana Sizemore & Logan Williams
Fresenius Medical Care and DaVita both delivered improved 1H2026 profitability, but through different operating levers. Fresenius Medical Care’s FME Reignite agenda combined U.S. clinic footprint optimization, FME25+ savings, favorable rate...
8 / 26 / 2026

RadNet Health First Half of 2026 Earnings: Key Takeaways

By Jana Sizemore & Anisha Coimbatore
RadNet (NASDAQ: RDNT) delivered strong financial and operational performance during the first half of 2026, reporting record revenue in both the first and second quarters. Growth was supported by increasing...
8 / 19 / 2026

Surgery Partners First Half of 2026 Earnings: Key Takeaways

By Jana Sizemore & Anisha Coimbatore
Surgery Partners (NASDAQ: SGRY) continued to demonstrate steady growth across its ambulatory surgery center (“ASC”) platform during the first half of 2026, supported by favorable reimbursement trends, increasing procedural complexity,...
8 / 12 / 2026

Rural Emergency Hospitals: Implications for Physician Compensation

By Allison Carty, Jana Sizemore & Alex Houston
Article originally published through the American Association of Provider Compensation Professionals (AAPCP). Opening Remarks Today’s rural hospital leaders face the unique challenge of sustaining access to essential services while simultaneously maintaining...
8 / 6 / 2026

DOJ’s First Publicly Identified Healthcare Declination Under Its New Enforcement Policy

By Curtis Bernstein, Peter Kim & Logan Williams
Lessons for Providers, MSOs, and Investors The U.S. Department of Justice’s resolution involving Campus Eye Management provides an early and instructive example of how the Department’s new, department-wide Corporate Enforcement...