earnings
confidence high
sentiment positive
materiality 0.75
Humana Q1 GAAP EPS $10.30, Adjusted EPS $11.58; affirms FY adjusted EPS ~$16.25
HUMANA INC
2025-Q1 EPS reported
$10.30
revenue$32,112,000,000
- Q1 GAAP EPS $10.30 vs $6.11 YoY; Adjusted EPS $11.58 vs $7.23 YoY; revenue $32.1B up 8.4%.
- Insurance segment benefit ratio 87.4% in line with ~87.5% expectation; affirms FY 2025 benefit ratio guidance 90.1%-90.5%.
- Revises FY 2025 GAAP EPS guidance to ~$14.68 from ~$15.88; affirms Adjusted EPS guidance ~$16.25.
- Expects individual Medicare Advantage membership decline of ~550k in 2025 due to planned plan exits.
- CenterWell selected as fulfillment pharmacy for NovoCare weight-loss drug; Illinois intends to award Dual Eligible SNP contract.