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Medibank Private Ltd. (MDBPF)
OTHER OTC:MDBPF
Earnings Data
Report Date
Aug 26, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.08Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed positive operational momentum and strategic progress: group operating profit rose 6%, Medibank Health delivered strong double-digit revenue and profit growth, policyholder growth improved and the company completed a transformative primary care acquisition while maintaining a strong capital position and lifting the interim dividend. Headwinds exist—expense inflation, a revenue-mix shift toward lower-tier products, elevated claims dynamics in extras, negative hospital utilization (partly COVID-driven), lower investment income and competitive pressure from aggregators—but management presented mitigation plans, unchanged guidance ranges, and clear capacity to invest further in health businesses. Overall, the positives (earnings growth, Medibank Health acceleration, M&A scale, capital strength and customer engagement) outweigh the manageable near-term challenges.Company Guidance
Group earnings growth
Group operating profit increased 6% to $381.7m; underlying EPS (normalizing investment returns) was $0.108 per share, broadly in line with prior year.
Strong Medibank Health momentum
Medibank Health revenue grew 27.5% and segment profit rose 28.5% to $48.3m; operating margin improved to 17.7% (up 10bps); segment delivered strong volume growth across community and acute services and wellbeing.
Primary care scale and strategic M&A
Completed acquisition of Better Medical (cost included $163.5m in capital employed), creating one of the largest primary care networks in Australia (168 clinics) and supporting further organic and inorganic growth in primary care.
Policyholder growth and brand momentum
Resident policyholder numbers increased 1.9% year-on-year (Medibank +0.8%, ahm +4.9%); Medibank grew 0.9% in the last 6 months (more than double prior period growth) and acquisition rate improved to 5.6% (up 40bps).
Customer value and engagement initiatives
Delivered around $105m in out-of-pocket savings to customers, $3.3m saved via no-gap network and $23m earned in Live Better rewards; 55% of Medibank resident policyholders engaged with health and wellbeing services; Amplar Health delivered 70,000 virtual interactions and saved ~100,000 hospital bed days.
Dividend and capital strength
Interim fully franked ordinary dividend of $0.083 per share (up 6.4%); capital position strong at 1.9x PCA and capital ratio of 13.8% of premium revenue (above target range, with capacity to fund further growth and raise Tier 2 if needed).
Nonresident performance
Nonresident gross profit increased 6.9% to $55.6m and gross margin rose 80bps to 35.6%, supported by improved worker margin and targeted growth in student and worker segments.
Productivity and reduced one-off cyber costs
Delivered $3m of productivity savings in the period; nonrecurring cyber costs were lower with FY '26 expected cyber program cost around $35m and program largely embedded.
MDBPF Earnings History
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
MDBPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $2.72 | $2.72 | 0.00% |
Aug 28, 2025 | $3.04 | $3.04 | 0.00% |
Feb 26, 2025 | $1.86 | $1.86 | 0.00% |
Aug 21, 2024 | $1.80 | $1.80 | 0.00% |
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 Medibank Private Ltd. (MDBPF) report earnings?
Medibank Private Ltd. (MDBPF) is schdueled to report earning on Aug 26, 2026, TBA (Confirmed).
What is Medibank Private Ltd. (MDBPF) earnings time?
Medibank Private Ltd. (MDBPF) earnings time is at Aug 26, 2026, TBA (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 MDBPF EPS forecast?
MDBPF EPS forecast for the fiscal quarter 2026 (Q4) is 0.08.