Loading...
•
Mar 31
Molina Q1 2025 Earnings Report
Molina reported solid Q1 2025 results with increased revenue and disciplined cost management.
Key Takeaways
Molina Healthcare posted a strong Q1 2025 performance, driven by a 12% year-over-year increase in premium revenue and continued growth across its Medicaid, Medicare, and Marketplace segments. The company reaffirmed its full-year guidance and maintained cost efficiency despite pressures from Medicaid redeterminations.
Premium revenue rose to $10.628 billion, up 12% YoY.
Adjusted EPS reached $6.08, a 6% increase YoY.
Membership climbed to approximately 5.75 million.
Reaffirmed full-year 2025 premium revenue guidance of $42 billion.
Molina
Molina
Molina Revenue by Segment
Revenue by Segment
Medicaid Revenue
CapyFin.comMedicare Revenue
CapyFin.comMarketplace Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
Molina reaffirmed its full-year 2025 outlook with expected premium revenue of $42 billion and adjusted EPS of at least $24.50.
Positive Outlook
- Full-year premium revenue guidance unchanged at $42 billion.
- Adjusted EPS guidance reaffirmed at $24.50.
- Strong medical cost management across all segments.
- New store embedded earnings expected at $8.65 per share.
- Confidence in long-term EPS growth target of 13–15%.
Challenges Ahead
- Cash and investments at parent company dropped to $191 million.
- Operating cash flow declined to $190 million from $214 million YoY.
- Higher medical costs in Medicaid due to increased utilization.
- Exit from MAPD in thirteen states may impact Medicare growth.
- Marketplace segment affected by prior year adjustments and new acquisition integration.