Caricamento azienda
Just reported
Q3 2026 results
From Humana's results release of 6 novembre 2026; its quarterly report has since been filed.
Revenue
Actual
41,16B USD
+26% y/y
+0,7% q/qGuided
—
No guide given
EPS, GAAP
Actual
1,33 USD
-18% y/y
-77% q/qGuided
—
No guide given
Operating income, GAAP
Actual
75M USD
-81% y/y
-94% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjusted9,50 USDRaised +5,6%
- EPS, GAAP0,70 USD-93% y/y Lowered -91%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Humana is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Healthcare Plans
Graded A or B and worth $2B or more: A first, then the largest.
CVSCVS Health Corp114,5B USDA
CIThe Cigna Group79,4B USDA
OSCROscar Health, Inc.10B USDA
CLOVClover Health Investments, Corp.2,7B USDA
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation21 ott 2026CBGraded C, now B
MCKMckesson Corporation4 nov 2026BAGraded B, now A- CVSCVS Health Corp4 nov 2026BAGraded B, now A
EWEdwards Lifesciences Corporation4 nov 2026BAGraded B, now A
BIIBBiogen Inc.28 ott 2026BAGraded B, now A
Come guadagna
- Health insurance, including Medicare Advantage, prescription drug plans and Medicaid coverage86%
- Pharmacy, primary-care and home-health services14%
Le quote di ricavo sono stime per quarter ended March 31, 2026, non cifre tratte da un documento depositato.
Compete con
Che cosa vende6
Medicare Advantage plans
Health plans for people eligible for Medicare that cover hospital and medical care, often with prescription drugs, care coordination and extra benefits.
Medicare Part D prescription drug plans
Prescription coverage sold either as a stand-alone plan or as part of many Medicare Advantage plans.
Medicaid managed-care plans
Health coverage for people eligible for Medicaid, provided under contracts with state governments.
Mostra altri 3
Medicare Supplement and employer specialty insurance
Medicare Supplement plans help pay costs not covered by traditional Medicare; employer specialty policies cover benefits such as dental, vision, life and disability.
CenterWell Pharmacy
A mail-order and specialty pharmacy that fills prescriptions and supplies medicines and health products.
CenterWell primary and home care
Primary-care clinics focused mainly on older adults, home health visits, and coordination of services such as home infusion and medical equipment.
Chi lo compra5
- People eligible for Medicare enroll in individual plans; the federal government pays much of the plan cost, and members may also pay premiums and other out-of-pocket costs.
- State governments contract with Humana to provide managed health coverage to people eligible for Medicaid.
- Employers buy group health plans and specialty insurance for employees and retirees.
Mostra altri 2
- The United States Department of Defense pays Humana to arrange care and provide administrative services for military members, retirees and their dependents.
- Other health plans and patients pay CenterWell for pharmacy, primary-care and home-health services.
Su cosa si regge e cosa potrebbe romperlo
Da che cosa dipende l'attività
- 1Federal government programs: 83% (2025, high) of premiums and services revenue came from federal government contracts.
- 2Florida Medicare Advantage business: those contracts accounted for 14% (2025, high) of consolidated premiums and services revenue.
- 3Humana depends on contracted doctors, hospitals, pharmacies and other care providers to serve members and to document diagnoses used in government payment calculations.
- 4Its pharmacy business depends on drug pricing rules, pharmacy regulation and reliable distribution and supply chains.
Che cosa potrebbe andare storto
- 1Changes in government payment rates, contract terms or health-plan rules could affect a business that receives most of its insurance revenue from government programs.
- 2Medical costs, prescription drug costs and the accuracy of provider diagnosis records affect the costs of covering members and the payments Humana receives for Medicare Advantage plans.
- 3If Humana cannot maintain provider networks, reliable information systems and accurate member and claims data, it could disrupt care, payments or compliance with government contracts.
Informazioni su Humana Inc.
Humana’s largest business sells health insurance plans, especially Medicare Advantage plans, which cover hospital and medical care and often include prescription drugs. The federal Centers for Medicare & Medicaid Services pays Humana for much of this coverage; Humana also contracts with states for Medicaid plans and sells insurance to employers and individuals. Its CenterWell businesses provide pharmacy services, primary care and care in patients’ homes.
- Sede
- Louisville, Kentucky, United States
- Fondata nel
- 1964
- Dipendenti
- Approximately 67,060 (December 31, 2025, high)
- Quotata su
- NYSE
- Chiusura dell'esercizio
- December 31
Costruito dai documenti depositati da Humana Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.