HCA Healthcare Inc (NYSE:HCA)
$ 410.5 +17.26 (+4.39%) Market Cap: 91.07 Bil Enterprise Value: 143.30 Bil PE Ratio: 14.12 PB Ratio: 0 GF Score: 87/100

HCA Healthcare Inc at Raymond James Institutional Investors Conference Transcript

Mar 04, 2026 / 02:50PM GMT
Release Date Price: $544.41 (+0.48%)
Unidentified Participant Raymond James;Analyst

So that's all good numbers. We've got Mike and Tim from HCA. We have an operator and we have the finance guy. And this is pure fireside. And we have lots of questions.

So let's get started. I think the -- in talking to people, the top of mind is -- and I saw your comments yesterday, but just to recap, where we are with the AI, and we'll have some follow-up questions, but just kind of the near-term, intermediate term opportunities by bucket and like the cadence of pulling that down into margin.

Mike Marks
HCA Healthcare - Executive VP and Chief Financial Officer

Good morning, everybody. So when I think about AI, I'll put it in context of our long-term strategic plan. AI is one component. And if you just kind of take AI and even broaden and think about digital transformation, of creating a step change in performance for the company over time. Given HCA size and scale, when you think about 47 million patient encounters last year, you think about the size of our revenue cycle, supply chain and related

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