正在加载公司
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
US$41.16B
+26% y/y
+0.7% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$1.33
-18% y/y
-77% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$75M
-81% y/y
-94% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjustedUS$9.50Raised +5.6%
- EPS, GAAPUS$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.
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 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 CorpUS$114.3BA
CIThe Cigna GroupUS$78.3BA
OSCROscar Health, Inc.US$9.6BA
CLOVClover Health Investments, Corp.US$2.7BA
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
GEHCGE Healthcare Technologies Inc.2026年10月28日CAGraded C, now A
怎么赚钱
- Health insurance, including Medicare Advantage, prescription drug plans and Medicaid coverage86%
- Pharmacy, primary-care and home-health services14%
各项收入占比是对quarter ended March 31, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 3 项
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.
谁在买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.
再显示 2 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Louisville, Kentucky, United States
- 成立于
- 1964
- 员工人数
- Approximately 67,060 (December 31, 2025, high)
- 上市于
- NYSE
- 财年结束
- December 31
基于 Humana Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。