HighGravityDataCurrent guidance
41 items
Molina Healthcare
Guidance from Molina Healthcare’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Jul 22, 2026
Data checked
Jul 22, 2026
What changed in the Jul 22, 2026 release
Each item compared with the same item in the previous release (Apr 22, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Premium revenue for the full year | for FY2026 | — | “approximately $42 billion” | Filing ↗ |
| Raised | Adjusted earnings | for FY2026 | “at least $5.00 per diluted share” | “at least $5.25 per diluted share” | Filing ↗ |
| New | Adjusted net income | for FY2026 | — | “$268” | Filing ↗ |
| New | Adjusted net income per diluted share | for FY2026 | — | “$5.25” | Filing ↗ |
| Raised | GAAP earnings | for FY2026 | “at least $1.90 per diluted share” | “at least $2.15 per diluted share” | Filing ↗ |
| New | GAAP Net income | for FY2026 | — | “$110” | Filing ↗ |
| New | GAAP Net income per diluted share | for FY2026 | — | “$2.15” | Filing ↗ |
| New | Marketplace earnings per share decrease | for FY2026 | — | “a $1.50 decrease related to Marketplace” | Filing ↗ |
| New | Excluding Marketplace revision | for FY2026 | — | “$6.75 per share” | Filing ↗ |
| New | Statutory tax rate assumption | for FY2026 | — | “approximately 26.0%” | Filing ↗ |
| Reiterated | Diluted weighted average shares outstanding assumption | for FY2026 | “approximately 51.1 million” | “approximately 51.1 million diluted weighted average shares outstanding” | Filing ↗ |
Show 22 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | New store embedded earnings | for FY2027 | “over $11.00 per diluted share” | — | Filing ↗ |
| Not restated | Premium Revenue | for FY2026 | “$42.2B” | — | Filing ↗ |
| Not restated | Total Revenue | for FY2026 | “$44.5B” | — | Filing ↗ |
| Not restated | Adjusted Net Income | for FY2026 | “$256M” | — | Filing ↗ |
| Not restated | Adjusted net income (2026) | for FY2026 | “$256” | — | Filing ↗ |
| Not restated | Adjusted net income Per Diluted Share (2026) | for FY2026 | “$5.00” | — | Filing ↗ |
| Not restated | GAAP earnings | for FY2026 | “at least $3.20 per diluted share” | — | Filing ↗ |
| Not restated | GAAP earnings per share | for FY2026 | “at least $3.20 per diluted share” | — | Filing ↗ |
| Not restated | GAAP Net Income | for FY2026 | “$164M” | — | Filing ↗ |
| Not restated | GAAP Net income Per Diluted Share (2026) | for FY2026 | “$1.90” | — | Filing ↗ |
| Not restated | Marketplace Segment Earnings Outlook | for FY2026 | “reduced exposure to Marketplace, with segment earnings at least break even” | — | Filing ↗ |
| Not restated | New Store Embedded Earnings | for FY2026 | “$8.65 per diluted share” | — | Filing ↗ |
| Not restated | Effective Tax Rate | for FY2026 | “30.0%” | — | Filing ↗ |
| Not restated | Income tax effect statutory tax rate assumption | for FY2026 | “approximately 26.8%” | — | Filing ↗ |
| Not restated | MCR | for FY2026 | “92.6%” | — | Filing ↗ |
| Not restated | MCR - Marketplace | for FY2026 | “85.5%” | — | Filing ↗ |
| Not restated | MCR - Medicaid | for FY2026 | “92.9%” | — | Filing ↗ |
| Not restated | MCR - Medicare | for FY2026 | “94.0%” | — | Filing ↗ |
| Not restated | Year End Total Membership | for FY2026 | “5.1M” | — | Filing ↗ |
| Not restated | Year End Total Membership - Marketplace | for FY2026 | “220K” | — | Filing ↗ |
| Not restated | Year End Total Membership - Medicaid | for FY2026 | “4.6M” | — | Filing ↗ |
| Not restated | Year End Total Membership - Medicare | for FY2026 | “230K” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Premium Revenue | “approximately $42 billion” | for FY2026 | GAAP-tied | Feb 5, 2026 | 2 | Filing ↗ |
| Premium Revenue | “$42.2B” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Premium revenue for the full year | “approximately $42 billion” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Total Revenue | “$44.5B” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Adjusted earnings | “at least $5.25 per diluted share” | for FY2026 | Company-defined | Feb 5, 2026 | 3 | Filing ↗ |
| Adjusted net income | “$268” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Adjusted Net Income | “$256M” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Adjusted net income (2026) | “$256” | for FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Adjusted net income per diluted share | “$5.25” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Adjusted net income Per Diluted Share (2026) | “$5.00” | for FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| Adjusted Pre-tax Margin | “0.8%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| GAAP earnings | “at least $2.15 per diluted share” | for FY2026 | Company-defined | Apr 22, 2026 | 2 | Filing ↗ |
| GAAP earnings | “at least $3.20 per diluted share” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| GAAP earnings per share | “at least $3.20 per diluted share” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| GAAP Net income | “$110” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| GAAP Net Income | “$164M” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| GAAP Net income (2026) | “$97” | for FY2026 | GAAP-tied | Apr 22, 2026 | 1 | Filing ↗ |
| GAAP Net income per diluted share | “$2.15” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| GAAP Net income Per Diluted Share (2026) | “$1.90” | for FY2026 | GAAP-tied | Apr 22, 2026 | 1 | Filing ↗ |
| Marketplace earnings per share decrease | “a $1.50 decrease related to Marketplace” | for FY2026 | GAAP-tied | Jul 22, 2026 | 1 | Filing ↗ |
| Marketplace Segment Earnings Outlook | “reduced exposure to Marketplace, with segment earnings at least break even” | for FY2026 | Company-defined | Oct 22, 2025 | 1 | Filing ↗ |
| New Store Embedded Earnings | “$8.65 per diluted share” | for FY2026 | Company-defined | Feb 5, 2025 | 3 | Filing ↗ |
| Preliminary 2026 Outlook for Adjusted Earnings per Share | “expected to approximate the full year 2025 guidance” | for FY2026 | Company-defined | Oct 22, 2025 | 1 | Filing ↗ |
| Adjusted G&A Ratio | “6.4%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Diluted weighted average shares | “51.1M” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Diluted weighted average shares outstanding assumption | “approximately 51.1 million diluted weighted average shares outstanding” | for FY2026 | GAAP-tied | Apr 22, 2026 | 2 | Filing ↗ |
| Effective Tax Rate | “30.0%” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Excluding Marketplace revision | “$6.75 per share” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| GAAP G&A Ratio | “6.5%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Income tax effect statutory tax rate assumption | “approximately 26.8%” | for FY2026 | Company-defined | Apr 22, 2026 | 1 | Filing ↗ |
| MCR | “92.6%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| MCR - Marketplace | “85.5%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| MCR - Medicaid | “92.9%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| MCR - Medicare | “94.0%” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Statutory tax rate assumption | “approximately 26.0%” | for FY2026 | Company-defined | Jul 22, 2026 | 1 | Filing ↗ |
| Year End Total Membership | “5.1M” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Year End Total Membership - Marketplace | “220K” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Year End Total Membership - Medicaid | “4.6M” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Year End Total Membership - Medicare | “230K” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| New store embedded earnings | “over $11.00 per diluted share” | for FY2027 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Long-term adjusted EPS growth target | “13% to 15%” | for the long term | Company-defined | Apr 23, 2025 | 1 | Filing ↗ |
How one item moved
Adjusted Net Income, for FY2025 — 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.
Most-guided metric families
This season’s releases
| 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 |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|
| Premium Revenue | — | 4 statements | 4 statements | 1 statement | — | — |
| Total Revenue | — | 1 statement | 2 statements | — | — | — |
| Adjusted After-tax Margin | — | — | 1 statement | — | — | — |
| Adjusted earnings | — | 3 statements | 4 statements | 1 statement | — | — |
| Adjusted Earnings per Diluted Share | — | — | 1 statement | — | — | — |
The full record for Molina Healthcare and its Healthcare payers & distributors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 22, 2026 | FY2026 Q2 | 0001179929-26-000036 | 11 | Open filing ↗ |
| Apr 22, 2026 | FY2026 Q1 | 0001179929-26-000020 | 9 | Open filing ↗ |
| Feb 5, 2026 | FY2025 Q4 | 0001179929-26-000002 | 22 | Open filing ↗ |
| Oct 22, 2025 | FY2025 Q3 | 0001179929-25-000125 | 24 | Open filing ↗ |
| Jul 7, 2025 | FY2025 Q2 | 0001437749-25-022210 | 7 | Open filing ↗ |
| Apr 23, 2025 | FY2025 Q1 | 0001179929-25-000067 | 15 | Open filing ↗ |
| Feb 5, 2025 | FY2024 Q4 | 0001179929-25-000020 | 28 | Open filing ↗ |
| Oct 23, 2024 | FY2024 Q3 | 0001179929-24-000148 | 9 | 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 |
|---|---|---|
| GAAP EPS - Diluted = >= $3.20 | span gate: value not verbatim in filing | Feb 5, 2026 |
| Adjusted EPS - Diluted = >= $ 5.00 | span gate: value not verbatim in filing | Feb 5, 2026 |
| preliminary 2026 adjusted earnings per share outlook = expected to approximate the full year 2025 guidance | span gate: value not verbatim in filing | Jul 7, 2025 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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