earnings
confidence high
sentiment negative
materiality 0.80
Molina Q2 GAAP EPS $4.75, down 8% YoY; net income falls to $255M
MOLINA HEALTHCARE, INC.
2025-Q2 EPS
reported $10.19
vs consensus $5.85
▲ beat
(+74.3%)
- GAAP net income $255M ($4.75 diluted) vs $301M ($5.17) in Q2 2024; adjusted net income $294M ($5.48) vs $341M ($5.86).
- Premium revenue $10.87B, up 15% from $9.45B; total revenue $11.43B, up 15.7%.
- Medical care ratio worsened to 90.4% from 88.6% YoY; G&A ratio improved to 6.2% from 7.0%.
- Full-year 2025 earnings guidance revised downward; specific numbers not detailed in excerpt.
- After-tax margin fell to 2.2% (GAAP) from 3.0% a year ago.