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Sep 30, 2023

Humana Q3 2023 Earnings Report

Humana reported strong earnings growth driven by Medicaid and Primary Care businesses, with a focus on operating efficiencies, offset by higher Medicare Advantage utilization.

Key Takeaways

Humana reported Q3 2023 GAAP EPS of $6.71 and adjusted EPS of $7.78. The company is revising its FY 2023 GAAP EPS guidance to at least $26.31, while affirming its adjusted EPS guidance of at least $28.25. Individual Medicare Advantage membership growth is expected to be approximately 860,000, a 19% increase year-over-year.

Reported 3Q23 GAAP EPS of $6.71 and Adjusted EPS of $7.78.

Revised FY 2023 GAAP EPS guidance to at least $26.31 and affirmed FY 2023 Adjusted EPS of at least $28.25.

Increased 2023 individual Medicare Advantage membership growth to approximately 860,000, a 19 percent increase over FY 2022.

Achieved 94 percent of Medicare Advantage members enrolled in 4-star and above contracts for 2024.

Total Revenue
$25.5B
Previous year: $22.7B
+12.2%
EPS
$7.78
Previous year: $6.88
+13.1%
Gross Profit
$23.2B
Previous year: $19.7B
+17.3%
Cash and Equivalents
$15.1B
Previous year: $13.6B
+11.7%
Free Cash Flow
$1.02B
Previous year: $8.17B
-87.5%
Total Assets
$55.9B
Previous year: $50.8B
+10.1%

Humana

Humana

Humana Revenue by Segment

Forward Guidance

Humana revised its GAAP EPS guidance for the year ending December 31, 2023 (FY 2023) to 'at least $26.31' from 'at least $26.91', while affirming its Adjusted EPS guidance of 'at least $28.25'.