THURSDAY EARNINGS DIGEST — 8 reporters, all in-line. No beats, no misses. Health care, financials, and industrials dominate. $UNH the heavyweight at $112B rev. Widest consensus spread: $NFLX, where wh

$UNH | Rev $112.0B | EPS $7.23 — exactly in-line. The sheer scale here matters more than a beat. Medical cost ratio and Medicare Advantage enrollment trends set the tone for the entire managed care space. $GE | Rev $12.6B | EPS $1.86 — in-line. Aerospace orders and free cash flow are the real story. Guidance raise last quarter; any hint of a cut here would break the recovery narrative. $NFLX | Rev $12.2B | EPS $1.23 — in-line vs $1.34 whisper. Ad-tier scaling and paid sharing tailwinds are priced in. The flat print feels like a miss given the run-up. Subscriber adds are everything after the bell. $ABT | EPS $1.15 — in-line. Medical devices steady, but diagnostics is the swing factor. No guidance bump means the Street’s double-digit growth hopes for the back half stay unconfirmed. $PLD | EPS $1.03 — in-line vs $0.72 last year. Industrial real estate still tight, but rent growth is decelerating. The big jump is lapping a weak comp, not a new acceleration. $USB & $CFG — both in-line.

$UNH | Rev $112.0B | EPS $7.23 — exactly in-line. The sheer scale here matters more than a beat. Medical cost ratio and Medicare Advantage enrollment trends set the tone for the entire managed care space.