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Dec 31, 2024
Humana Q4 2024 Earnings Report
Key Takeaways
Humana reported a net loss per share of $5.76 on a GAAP basis and an adjusted net loss per share of $2.16 for Q4 2024. The company generated $29.21 billion in revenue during the quarter, with an adjusted revenue of $29.20 billion. Operating income saw a significant decline, primarily due to impairment charges and value creation initiatives.
Revenue by Segment
Forward Guidance
Humana expects FY 2025 GAAP EPS of approximately $15.88 and Adjusted EPS of approximately $16.25, reaffirming its confidence in long-term strategy execution.
Positive Outlook
- Affirms adjusted EPS guidance for FY 2025 to be in line with 2024 results.
- Continued investment in operational excellence to support future earnings growth.
- Expansion in Medicaid and CenterWell strategies expected to drive long-term earnings contribution.
- Focused exit from unprofitable plans and counties to improve profitability.
- Strong cost-saving initiatives to enhance efficiency.
Challenges Ahead
- Expected decline of approximately 550,000 individual Medicare Advantage members.
- Higher impairment charges impacting quarterly results.
- Operational cost challenges in maintaining profitability.
- Ongoing adjustments to insurance benefit ratios due to market conditions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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