The earnings call reflected a mixed sentiment with notable achievements in revenue growth and contract wins, offset by significant challenges in the Marketplace segment and revised earnings guidance due to higher medical costs.
Company Guidance
During Molina Healthcare's Third Quarter 2025 earnings call, the company provided updated guidance for the full year and preliminary insights into 2026. For 2025, Molina expects premium revenue to reach approximately $42.5 billion, with adjusted earnings per share (EPS) revised down to about $14 from a prior guidance of $19, reflecting a consolidated Medical Care Ratio (MCR) of 91.3% and a pretax margin of 2.1%. The Medicaid segment, contributing 75% of total premium revenue, is expected to achieve a full-year MCR of 91.5% and a pretax margin of 3.2%, despite a medical cost trend now projected at 7%, higher than the earlier guidance. For 2026, the company anticipates premium revenue growth driven by new Medicaid contracts in Georgia and Texas, and Medicare duals growth across five states. Molina's early outlook suggests 2026 earnings per share might approximate the updated 2025 guidance, with potential upsides linked to Medicaid rate improvements and better-than-expected performance in Medicare and Marketplace segments.
Revenue Growth and New Contracts
Molina Healthcare anticipates reaching $46 billion in revenue in 2026, driven by growth in the current footprint and significant new Medicaid contracts in Georgia and Texas.
Strong Medicaid Performance
Despite challenges, the Medicaid segment is expected to produce a 3.2% pretax margin for 2025, contributing approximately $16 per share, which is considered best-in-class performance.
Successful RFP Wins
During Q3, Molina renewed its Wisconsin My Choice contract and anticipates significant growth from new Medicaid contracts in Georgia and Texas.
Share Repurchase
Molina repurchased approximately 2.8 million shares at a cost of $500 million, seeing value in shares at current market prices.
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
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
Jul 23, 2025
$190.25
$158.22
-16.84%
Jul 23, 2025
$190.25
$158.22
-16.84%
Apr 23, 2025
$332.00
$313.81
-5.48%
Feb 05, 2025
$317.01
$285.01
-10.09%
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 Feb 11, 2026, After Close (Confirmed).
What is Molina Healthcare (MOH) earnings time?
Molina Healthcare (MOH) earnings time is at Feb 11, 2026, 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.