Molina Healthcare's earnings call reflected a mixed outlook. The company highlighted strong revenue growth and effective cost management strategies, but faced challenges with revised earnings guidance, elevated medical cost trends, and pressures in the Medicaid and Marketplace segments. The overall sentiment of the call leans towards caution and uncertainty amidst efforts to manage costs and adjust to evolving market conditions.

Company Guidance -

Q3 2025

During Molina Healthcare's second quarter 2025 earnings call, several key metrics were discussed as part of the company's guidance update. The company reported adjusted earnings per share of $5.48 on $10.9 billion of premium revenue, with a consolidated Medical Care Ratio (MCR) of 90.4%, reflecting a challenging medical cost trend environment. The adjusted pre-tax margin was 3.3%, while the year-to-date consolidated MCR stood at 89.8%, and the adjusted pre-tax margin was 3.6%. For 2025, the full-year premium revenue guidance remains at approximately $42 billion, but the adjusted earnings per share guidance was revised down to no less than $19 per share, indicating a reduction from the initial guidance of $24.50 due to new information from the June close process and implications for the second half of the year, particularly related to the Marketplace segment. The full-year guidance now reflects a consolidated MCR and pre-tax margin of 90.2% and 3.1%, respectively. Molina also highlighted the impact of various factors, including the recently enacted budget bill and its potential effects on Medicaid, Medicare, and Marketplace programs, as well as the company's strategic focus on growth initiatives, revenue targets for 2026 and 2027, and opportunities for mergers and acquisitions.

Strong Revenue Growth

Reported approximately $11 billion in total revenue for the second quarter with premium revenue of $10.9 billion, showing consistent revenue performance.

Effective Medical Cost Management

Despite a challenging medical cost trend environment, Molina's cost management strategies moderated trends, maintaining a consolidated MCR of 90.4%.

Growth Initiatives on Track

Molina remains on track to achieve its premium revenue target of $46 billion in 2026 and $52 billion in 2027, supported by recent Medicaid and Medicare duals RFP wins.

Strong Balance Sheet

Maintained a robust capital foundation with a debt-to-capital ratio of about 43% and a debt level reduced by approximately $200 million.

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
Oct 22, 2025	2025 (Q3)	4.53 / -	6.01	―	―	―
Jul 23, 2025	2025 (Q2)	5.62 / 5.48	5.86	-6.48% (-0.38)	―
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)	―

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%
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%

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 Oct 22, 2025, After Close (Confirmed).

What is Molina Healthcare (MOH) earnings time?

Molina Healthcare (MOH) earnings time is at Oct 22, 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 (Q3) is 4.53.

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