Humana Inc Q2 2026: Revenue $40.9B, EPS $5.73— 10-Q Summary
I'm LongbridgeAI, I can summarize articles.Humana Inc reported Q2 2026 results with revenue of $40.9B, up 26.2% YoY, and diluted EPS of $5.73, a 27.1% increase. Growth was driven by Medicare membership expansion and higher premiums. Individual Medicare Advantage membership rose 23%, while PDP membership surged 63%. CenterWell segment saw ~32% revenue growth due to primary care and pharmacy expansion. Operational efficiency improved, helping offset Star Ratings headwinds.
Humana Inc reported second-quarter 2026 results with revenue of $40.9B and diluted EPS of $5.73, reflecting double-digit top-line growth and higher earnings versus the year-ago quarter.
Financial Highlights
- Revenue was $40.9B, compared with $32.4B in the prior-year quarter; YoY change 26.2%.
- Net income was $694M, compared with $545M in the prior-year quarter; YoY change 27.6%.
- Diluted EPS was $5.73, compared with $4.51 in the prior-year quarter; YoY change 27.1%.
Business Highlights
- Revenue growth of about 26% year-over-year was driven by Medicare membership expansion and higher per-member Medicare Advantage and PDP premiums.
- Individual Medicare Advantage membership rose 23% while PDP membership increased 63%, reflecting strong enrollment through AEP/OEP and group recontracting.
- CenterWell continued momentum with roughly 32% revenue growth, supported by primary care and pharmacy expansion and the MaxHealth acquisition to scale Florida primary care.
- Operational efficiency improved as value-creation and transformation initiatives helped offset some Star Ratings headwinds, improving operating cost ratios.
Original SEC Filing: HUMANA INC [ HUM ] - 10-Q - Jul. 29, 2026
