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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Humana (HUM) is 7/10.
Humana delivered a Q1 performing in line to better than expectations across all early indicators, with revenue growing 23% year-over-year as the approximately 1 million new MA members contributed their first full quarter. The 2027 bid strategy prioritized margin trajectory to at least 3% by 2028, and Stars BY28 tracking was on track with BY29 showing strong early starts. Management maintained the at-least-$9 adjusted EPS guidance for 2026 with IBNR reserving up 35% versus 22% membership growth, reflecting prudent conservatism.
Scored from Humana’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $29.21B | +10.4% | $-5.76 | -30.3% | -3.1% | -2.4% | $-682M |
| FY2025 Q1 | $32.11B | +8.4% | $10.30 | +68.6% | 6.3% | 3.9% | $236M |
| FY2025 Q2 | $32.39B | +9.6% | $4.51 | -19.9% | 3.4% | 1.7% | $1.16B |
| FY2025 Q3 | $32.65B | +11.1% | $1.62 | -59.3% | 1.2% | 0.6% | $836M |
| FY2025 Q4 | $32.52B | +11.3% | $-6.61 | -14.8% | -3.2% | -2.4% | $-1.85B |
| FY2026 Q1 | $39.65B | +23.5% | $9.83 | -4.6% | 4.4% | 3.0% | $1.13B |
| FY2026 Q2 | $40.87B | +26.2% | $5.72 | +26.8% | 3.3% | 1.7% | $-558M |