Humana Inc.: Beat — EPS -$0.70, Revenue $41.16B
Earnings BeatQ3 2026 · Pre-market
Did Humana Inc. (HUM) beat earnings today?
Yes, Humana Inc. (HUM) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+30.00% surprise
-$0.70Actual
Expected: -$1.00
vs. year ago -121.6%
Total Revenue+0.65% surprise
$41.16BActual
Expected: $40.89B
vs. year ago +26.1%
Released Nov 06 · 6:00 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $41.16B | $32.65B | +26.1% |
| GAAP EPS | $1.33 | $1.62 | -17.9% |
| Adjusted EPS | -$0.70 | $3.24 | -121.6% |
Financial Outlook / Guidance
| Metric | FY 2026 Outlook | |
|---|---|---|
| Guidance | Expected | |
| GAAP EPS | at least $15.09 (prev. at least $6.52 | — |
| Adjusted EPS | at least $9.50 (prev. at least $9.00 | $9.16Beat +3.71% |
FY 2026 Outlook
- GAAP EPS
- Guidanceat least $15.09(prev. at least $6.52Expected—
- Adjusted EPS
- Guidanceat least $9.50(prev. at least $9.00Expected$9.16Beat +3.71%
Business Highlights
- ➤Continued strategic expansion of CenterWell and Medicaid footprints.
- ➤CenterWell Senior Primary Care added 146,800 patients year to date.
- ➤Announced BlackRock joint venture replaced prior Welsh, Carson, Anderson & Stowe ventures.
- ➤New joint venture enhances balance-sheet efficiency and financial flexibility at reduced cost of capital.
- ➤Medicaid membership increased by 103,600 year to date.
- ➤Integrated Duals programs began in Michigan, Illinois, and South Carolina.
Management Commentary
Jim Rechtin, President and CEO
“Humana is delivering positive results for our members, our patients and their health. We are also increasingly driving financial and operating performance toward being 'ahead' of our plan.”