Humana
What changed in the Jul 29, 2026 release
Each item compared with the same item in the previous release (Apr 29, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Adjusted (non-GAAP) EPS | for FY2026 | — | “at least $9.00” | Filing ↗ |
| Lowered | Diluted earnings per share (EPS) - GAAP | for FY2026 | “at least $8.36” | “at least $6.52” | Filing ↗ |
| New | GAAP EPS | for FY2026 | — | “at least $6.52” | Filing ↗ |
| New | (FY) 2026 Insurance segment benefit ratio | for FY2026 | — | “92.75 percent, plus or minus 25 basis points” | Filing ↗ |
| Reiterated | Adjusted EPS | for FY2026 | “at least $9.00” | “at least $9.00” | Filing ↗ |
| Reiterated | Diluted earnings per share (EPS) - Adjusted (non-GAAP) | for FY2026 | “at least $9.00” | “at least $9.00” | Filing ↗ |
| Reiterated | Individual Medicare Advantage (MA) membership growth | for FY2026 | “approximately 25 percent” | “approximately 25 percent” | Filing ↗ |
Show 1 item not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | GAAP | for FY2026 | “at least $8.89” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Adjusted (non-GAAP) EPS | “at least $9.00” | for FY2026 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| Adjusted EPS | “at least $9.00” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Diluted earnings per share (EPS) - Adjusted (non-GAAP) | “at least $9.00” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Diluted earnings per share (EPS) - GAAP | “at least $6.52” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| GAAP EPS | “at least $6.52” | for FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| GAAP EPS | “at least $8.36” | for FY2026 | GAAP-tied | Feb 11, 2026 | 2 | Filing ↗ |
| (FY) 2026 Insurance segment benefit ratio | “92.75 percent, plus or minus 25 basis points” | for FY2026 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| GAAP | “at least $8.89” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Individual Medicare Advantage (MA) membership growth | “approximately 25 percent” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
| Individual Medicare Advantage membership growth | “approximately 25 percent” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Insurance segment benefit ratio | “92.75 percent, plus or minus 25 basis points” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Medicaid footprint expansion (Georgia and Texas) | “expected to launch in 2027” | for FY2027 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
How one item moved
Diluted earnings per share (EPS) - GAAP, for FY2026 — every statement across the year, each linked to its filing.
How your Healthcare payers & distributors sector group guides
12 companies in Healthcare payers & distributors. What they guide on, and who reported this season.
| UnitedHealth Group | Oct 13, 2026 | 5 changes |
| Cardinal Health | Aug 11, 2026 | 13 changes |
| Cencora | Aug 5, 2026 | 11 changes |
| CVS Health | Aug 5, 2026 | 5 changes |
| McKesson | Aug 5, 2026 | 1 change |
| Labcorp | Jul 30, 2026 | 2 changes |
| The Cigna Group | Jul 30, 2026 | 3 changes |
| Humana | Jul 29, 2026 | 4 changes |
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | FY2024 |
|---|---|---|---|---|
| Consolidated revenues | — | — | 1 statement | — |
| Total Revenues - CenterWell segment | — | — | 1 statement | 1 statement |
| Total Revenues - Insurance segment | — | — | 1 statement | — |
| Total Revenues CenterWell segment - GAAP | — | — | 4 statements | 1 statement |
| Total Revenues Consolidated - GAAP | — | — | 4 statements | 1 statement |
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 29, 2026 | FY2026 Q2 | 0000049071-26-000045 | 7 | Open filing ↗ |
| Apr 29, 2026 | FY2026 Q1 | 0000049071-26-000021 | 7 | Open filing ↗ |
| Feb 11, 2026 | FY2025 Q4 | 0000049071-26-000005 | 7 | Open filing ↗ |
| Nov 5, 2025 | FY2025 Q3 | 0000049071-25-000055 | 25 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0000049071-25-000039 | 24 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q1 | 0000049071-25-000021 | 22 | Open filing ↗ |
| Feb 11, 2025 | FY2024 Q4 | 0000049071-25-000004 | 24 | Open filing ↗ |
| Oct 30, 2024 | FY2024 Q3 | 0000049071-24-000051 | 28 | Open filing ↗ |
Not located in filing
3 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 3 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Individual Medicare Advantage (MA) membership growth = approximately 25 percent over 2025 | span gate: value not verbatim in filing | Jul 29, 2026 |
| Individual Medicare Advantage (MA) membership growth = approximately 25 percent over 2025 | span gate: value not verbatim in filing | Apr 29, 2026 |
| Individual Medicare Advantage membership growth = approximately 25 percent over 2025 | span gate: value not verbatim in filing | Feb 11, 2026 |