Molina Healthcare exhibited strong financial performance with substantial Medicaid rate updates and successful RFP wins. However, challenges in the Marketplace segment and the loss of the Virginia contract posed some concerns. The company's strategic growth initiatives and management of G&A costs are positive indicators for future performance.

Company Guidance -

Q2 2025

During Molina Healthcare's first quarter 2025 earnings call, the company reaffirmed its full-year guidance, projecting approximately $42 billion in premium revenue and at least $24.50 in earnings per share, representing an 8% year-over-year growth. The first quarter results included adjusted earnings per share of $6.08 on $10.6 billion of premium revenue. The consolidated medical care ratio (MCR) was reported at 89.2%, reflecting strong medical cost management. Specific MCRs for Medicaid, Medicare, and Marketplace segments were 90.3%, 88.3%, and 81.7% respectively. The company also highlighted its strategic growth initiatives, including successful RFP wins and acquisitions, which are expected to contribute significantly to future revenue targets of $46 billion in 2026 and at least $52 billion by 2027. Molina's embedded earnings increased from $7.75 to $8.65 per share, supporting its long-term EPS growth target of 13% to 15%. Furthermore, the company noted that full-year Medicaid rates are projected to be slightly higher, with a cautious outlook on medical cost trends.

Strong Financial Performance

Molina Healthcare reported adjusted earnings per share of $6.08 on $10.6 billion of premium revenue for the first quarter of 2025, supported by strong operating metrics across all lines of business.

Medicaid Rate Updates

Molina received $150 million in Medicaid rate updates, increasing the full-year rate update from 4.5% to 5%.

Successful RFP Wins

Molina successfully defended its Medicaid position in Nevada and won a dual eligible contract in Illinois, projecting $800 million in incremental annual premium revenue.

Increased Embedded Earnings

Embedded earnings increased from approximately $7.75 to $8.65 per share, representing about one-third of current EPS.

Strong G&A Management

The G&A ratio improved, with expectations set at 6.9% for the full year, showing operational efficiency.

Molina Healthcare (MOH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MOH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2025	2025 (Q2)	6.20 / -	5.86	―	―	―
Apr 23, 2025	2025 (Q1)	5.97 / 6.08	5.73	6.11% (+0.35)	―
Feb 05, 2025	2024 (Q4)	5.75 / 5.05	4.38	15.30% (+0.67)	―
Oct 23, 2024	2024 (Q3)	5.80 / 6.01	5.05	19.01% (+0.96)	―
Jul 24, 2024	2024 (Q2)	5.56 / 5.86	5.65	3.72% (+0.21)	―
Apr 24, 2024	2024 (Q1)	5.68 / 5.73	5.81	-1.38% (-0.08)	―
Feb 07, 2024	2023 (Q4)	4.34 / 4.38	4.1	6.83% (+0.28)	―
Oct 25, 2023	2023 (Q3)	4.88 / 5.05	4.36	15.83% (+0.69)	―
Jul 26, 2023	2023 (Q2)	5.10 / 5.65	4.55	24.18% (+1.10)	―
Apr 26, 2023	2023 (Q1)	5.19 / 5.81	4.9	18.57% (+0.91)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MOH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 23, 2025	$332.00	$313.81	-5.48%
Feb 05, 2025	$317.01	$285.01	-10.09%
Oct 23, 2024	$275.00	$323.59	+17.67%
Jul 24, 2024	$288.72	$324.17	+12.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Molina Healthcare (MOH) report earnings?

Molina Healthcare (MOH) is schdueled to report earning on Jul 23, 2025, After Close (Confirmed).

What is Molina Healthcare (MOH) earnings time?

Molina Healthcare (MOH) earnings time is at Jul 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MOH EPS forecast?

MOH EPS forecast for the fiscal quarter 2025 (Q2) is 6.2.

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