🔹 Adj. EPS: $11.58 (est. $10.09) 🟢; +60% YoY
🔹 Revenue: $32.11B (est. $32.22B) 🟡; +8.4% YoY
🔹 Insurance Segment Benefit Ratio: 87.4%
FY25 Guidance (Re-affirmed):
🔹 Adj. EPS: ~$16.25 (est. $16.35) 🟡
🔹 GAAP EPS: ~$14.68 (prior ~$15.88, est. $16.04) 🔴
🔹 Insurance Segment Benefit Ratio: 90.1%–90.5% (affirmed)
🔹 Expected FY Medicare Advantage membership decline: ~550K (due to strategic exits)
Strategic / Business Updates:
🔸 CenterWell Pharmacy named fulfillment partner for NovoCare®’s weight-loss Rx
🔸 Illinois to award Humana a contract under new Medicaid dual-eligibles program
🔸 Progressing in value-based care and Medicaid; confidence in long-term Medicare Advantage outlook
CEO Commentary:
🔸 “Medicare Advantage is performing as expected… we are confident in the growth outlook for value-based care and Medicare Advantage.” — Jim Rechtin, CEO