UHS · 10-Q · 2026Q2 · Full report

Supply Chain Cost Risk

UNIVERSAL HEALTH SERVICES INC · 2026-08-07 · Importance 37 · Surprise 42

UHS’s imported pharmaceutical ingredients, medical devices and medical equipment remain exposed to potential supply-chain disruption and cost escalation. Tariffs or other trade restrictions could raise medication, device and equipment costs and affect suppliers’ ability to deliver products. The company is evaluating potential tariff impacts and has consolidated medical-supply vendors to increase purchasing discounts. Supply-chain changes could affect UHS’s competitive position and operating execution even though the filing does not quantify a current disruption.

Key facts

• Supplies expense increased by $22 million, or 3.0%, during the first six months of 2026, compared to the comparable period of 2025. source
• Supplies expense for all operations for the three months ended June 30, 2026: $423,257 (9.1% of Net Revenues) compared to $418,785 (9.8%) for the three months ended June 30, 2025. source
• Supplies expense increased by $2 million, or 0.7%, during the second quarter of 2026, as compared to the comparable quarter of 2025. source