企業を読み込み中
Just reported
Q3 2026 results
From Humana's results release of 2026年11月6日; its quarterly report has since been filed.
Revenue
Actual
$41.16B
+26% y/y
+0.7% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.33
-18% y/y
-77% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$75M
-81% y/y
-94% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjusted$9.50Raised +5.6%
- EPS, GAAP$0.70-93% 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.
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 themes 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 Corp$114.9BA
CIThe Cigna Group$78.1BA
OSCROscar Health, Inc.$9.9BA
CLOVClover Health Investments, Corp.$2.6BA
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 Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A- CVSCVS Health Corp2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
BIIBBiogen Inc.2026年10月28日BAGraded B, now A
どうやって稼いでいるか
- Health insurance, including Medicare Advantage, prescription drug plans and Medicaid coverage86%
- Pharmacy, primary-care and home-health services14%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
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.
さらに3件を表示
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.
誰が買っているか5
- 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.
さらに2件を表示
- 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.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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.
うまくいかなくなる可能性
- 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.
Humana Inc.について
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.
- 本社
- Louisville, Kentucky, United States
- 設立
- 1964
- 従業員数
- Approximately 67,060 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Humana Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。