earnings
confidence high
sentiment positive
materiality 0.75
Humana Q2 adjusted EPS $6.27; raises FY2025 adj. EPS guidance to ~$17.00
HUMANA INC
2025-Q2 EPS reported
$14.81
revenue$64,500,000,000
- Q2 GAAP EPS $4.51; adjusted EPS $6.27 vs $6.96 YoY; revenue $32.4B up 10% YoY.
- FY2025 adj. EPS guidance raised to ~$17.00 from ~$16.25; revenue guidance raised to at least $128B.
- Insurance segment benefit ratio 89.9% in line with expectation; FY benefit ratio guidance affirmed at 90.1%-90.5%.
- Individual Medicare Advantage membership decline now seen as up to 500k vs prior ~550k; exiting unprofitable plans.
- CenterWell Primary Care sees FY net patient growth of 50k-70k, up from prior 30k-50k; Virginia Medicaid launched.