Humana Q2 adjusted EPS $7.61 beats $6.27 YoY; affirms FY adjusted guidance at $9.00

HUMANA INC

Q2 GAAP EPS $5.73, adjusted EPS $7.61; revenue $40.9B, up 26% YoY.
Insurance segment benefit ratio 91.2%, in line with guidance; affirms FY benefit ratio ~92.75%.
Affirms FY adjusted EPS guidance at least $9.00; cuts GAAP EPS guidance to at least $6.52 from at least $8.36.
Individual MA membership growth ~25% over 2025; CenterWell primary care patients up 27% YTD.
Awarded Illinois Medicaid contract (go-live Jan 2027); entered $1.5B pre-capitalized trust arrangements.

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