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Sep 30, 2025
Humana Q3 2025 Earnings Report
Humana reported its Q3 2025 earnings with solid revenue growth and affirmed its full-year adjusted EPS guidance despite pressure in Medicare Advantage membership.
Key Takeaways
Humana posted $32.65 billion in revenue and $134 million in net income for Q3 2025, with Adjusted EPS of $3.24. The company maintained its adjusted EPS guidance for FY2025 and noted strong performance in CenterWell and Medicaid services.
Revenue by Segment
Forward Guidance
Humana reaffirmed its FY 2025 Adjusted EPS guidance at approximately $17.00 and updated GAAP EPS to $12.26 amid strategic growth in core segments.
Positive Outlook
- Affirmed FY2025 Adjusted EPS guidance at ~$17.00
- Raised Medicare Advantage membership outlook due to better retention and sales
- Solid growth in CenterWell Primary Care with 56,600 new patients
- Continued strong performance in CenterWell Pharmacy across specialty and direct channels
- Advancing Medicaid and HIDE SNP program launches for 2026
Challenges Ahead
- Lowered FY2025 GAAP EPS guidance to ~$12.26 from ~$13.77
- Loss on sale of business impacted GAAP earnings
- Litigation expenses contributed to non-recurring costs
- Ongoing challenges in Medicare Advantage membership levels
Historical Earnings Impact
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Avg. Return Before/After Earnings
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