🔹 Adjusted EPS: $1.19 (Est. $1.00) 🟢
🔹 Revenue: $97.7B (Est. $96.97B) 🟢
🔹 Medical Membership: 27.1M; UP +1.4M YoY
FY25 Guidance:
🔹 Adjusted EPS: $5.75–$6.00 (Est. $5.97) 😐
🔹 Operating Cash Flow: ~$6.5B
Health Care Benefits
🔹 Revenue: $32.96B (Est. $32.96B) 🟢; UP +23% YoY
🔹 Adjusted Operating Loss: ($439M) (vs. $676M gain YoY)
🔹 Medical Benefit Ratio: 94.8% (UP +6.3 pts YoY)
Health Services
🔹 Revenue: $47.02B (Est. $44.02B) 🟢; DOWN -4% YoY
🔹 Adjusted Operating Income: $1.76B; DOWN -5% YoY
🔹 Pharmacy Claims Processed: 499.4M (DOWN -16.9% YoY)
Pharmacy & Consumer Wellness
🔹 Revenue: $33.51B (Est. $32.88B) 🟢; UP +7.5% YoY
🔹 Adjusted Operating Income: $1.76B; DOWN -13.3% YoY
🔹 Prescriptions Filled: 445.9M (UP +3.3% YoY)
CEO David Joyner:
🔸"Our integrated model continues to drive growth in key areas like Pharmacy and Consumer Wellness, despite challenges in the Health Care Benefits segment. We are positioned for strong performance in FY25, focusing on improving outcomes and reducing costs."