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Inferra AI / Company / MOH

Molina Healthcare, Inc.

MOH · Financials

Last earnings Oct 21, 2026

Key results

Premium revenuequarter

$10.8 billion

Premium revenue was approximately $10.8 billion for the third quarter of 2025, an increase of 12% year over year.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

GAAP net incomequarter

$1.51

GAAP net income was $1.51 per diluted share for the third quarter of 2025.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Adjusted net incomequarter

$1.84

Adjusted net income was $1.84 per diluted share for the third quarter of 2025.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Premium Revenue Premium revenue was approximately $10.8 billion for the third quarter of 2025, an increase of 12% year over year.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Net Income GAAP net income for the third quarter of 2025 was $1.51 per diluted share, a decrease of 73% year over year.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Adjusted net income for the third quarter of 2025 was $1.84 per diluted share, a decrease of 69% year over year.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

AI analysis

Q3 2025 · reported Oct 22, 2025

Based on: Earnings release + parent 8-K — transcript not held

Diluted EPS · GAAP · Q3 2025
$1.51
EX-99 · Oct 22, 2025
Premium revenue · Q3 2025
$10.8B
EX-99 · Oct 22, 2025
GAAP net income · Q3 2025
$1.51
EX-99 · Oct 22, 2025
Adjusted net income · Q3 2025
$1.84
EX-99 · Oct 22, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Premium revenue$10.8 billion——
GAAP net income$1.51——
Adjusted net income$1.84——

EX-99 · Oct 22, 2025

Guidance · company-stated

Direction: Raised

Revenue$42.5 billion

“The Company raised its premium revenue guidance to approximately $42.5 billion and now expects its full year 2025 adjusted earnings to be approximately $14.00 per diluted share.”

Revenue

“2025 Guidance Premium revenue guidance for the full year is now expected to be approximately $42.5 billion, an increase of approximately 10% from the full year 2024.”

Company outlook — Lowered

“This initial outlook includes reduced exposure to Marketplace, with segment earnings at least break even.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

The higher medical cost trend is partially offset by operating leverage, a lower effective favorable tax rate, and the benefit of share repurchases completed in the third quarter of 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The Company raised its premium revenue guidance to approximately $42.5 billion and now expects its full year 2025 adjusted earnings to be approximately $14.00 per diluted share

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “The Company raised its premium revenue guidance to approximately $42.5 billion and now expects its full year 2025 adjusted earnings to be approximately $14.00 per diluted share.”

Revenue: “2025 Guidance Premium revenue guidance for the full year is now expected to be approximately $42.5 billion, an increase of approximately 10% from the full year 2024.”

Revenue — Raised (“raised”)
“The Company raised its premium revenue guidance to approximately $42.5 billion and now expects its full year 2025 adjusted earnings to be approximately $14.00 per diluted share.”

Revenue — Raised (“increase”)
“2025 Guidance Premium revenue guidance for the full year is now expected to be approximately $42.5 billion, an increase of approximately 10% from the full year 2024.”

Company outlook — Lowered (“reduced”)
“This initial outlook includes reduced exposure to Marketplace, with segment earnings at least break even.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The higher medical cost trend is partially offset by operating leverage, a lower effective favorable tax rate, and the benefit of share repurchases completed in the third quarter of 2025.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Strategy & priorities

Forward-looking statements contained in this earnings release include, but are not limited to, statements regarding the Company s 2025 and preliminary 2026 guidance and long-term performance outlook, trends with respect to rates, utilization, and medical costs, including the timing thereof and the anticipated impact on the Company s business, and our management s plans and objectives for future operations and business strategy.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Risks & headwinds

We continue to grow, we believe the margin challenges will not persist, and we are encouraged by the margin improvement potential in 2026.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Actual results could differ materially due to numerous known and unknown risks and uncertainties.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

These risks and uncertainties are discussed under the headings Forward-Looking Statements, and Risk Factors, in the Company s Annual Report on Form 10 K for the year ended December 31, 2024, which is on file with the U.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Given these risks and uncertainties, the Company can give no assurances that its forward-looking statements will prove to be accurate, or that any other results or developments projected or contemplated by its forward-looking statements will in fact occur, and the Company cautions investors not to place undue reliance on these statements.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

(2) The nine months ended September 30, 2025, includes non-recurring litigation costs.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

The nine months ended September 30, 2024, includes non-recurring litigation costs and one-time termination benefits.

SEC original ↗Molina Healthcare, Inc. — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials
Documents

Filings

35 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Molina Healthcare, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Molina Healthcare, Inc. are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention Molina Healthcare, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.