earnings
confidence high
sentiment negative
materiality 0.80
Oscar Health expects Q2 operating loss ~$230M; cuts FY2025 guidance on higher ACA risk scores
Oscar Health, Inc.
2025-Q2 EPS reported
$0.17
revenue$5,910,208,000
- Q2 expects loss from operations of ~$230M and net loss of ~$228M.
- FY2025 guidance revised: Total Revenue $12.0B-$12.2B, MLR 86-87%, Operating loss ($300M)-($200M).
- Cost trends moderated vs Q1 but utilization remains elevated; plans 2026 rate resubmissions covering ~98% of membership.
- 2024 risk adjustment results $23M favorable to prior accruals.
- Adjusted EBITDA expected to be ~$120M better than operating loss.