HUM Humana (HUM) Q2 FY26 earnings call
Humana reported Q2 FY26 results in line with expectations, reaffirming its commitment to achieving a sustainable 3% pretax margin by 2028. The company highlighted significant operational improvements, particularly in Stars performance and cost efficiency, while strategically adjusting its 2027 MA bid approach to prioritize margin expansion. Management remains confident in its long-term strategy and will provide a comprehensive update at a December investor event.
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HUM operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Jun 2025 Q2 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Employees | 65KI also just want to thank the 65,000 associates that we have who are serving our members and patients every day.Source: earnings call transcript | 65KI also want to thank our 65,000 associates who serve our members and patients every day.Source: earnings call transcript | 65KAnd finally, I want to thank our 65,000 associates who serve our members and patients every day.Source: earnings call transcript | 65KWith that, I would thank you for joining us this morning and for your interest in Humana, and I want to thank -- say thanks to our 65,000 associates who serve our members and our patients every day.Source: earnings call transcript | 65KAnd I also want to say thank you to our 65,000 associates who serve our members and our patients every day.Source: earnings call transcript | 65KAnd I also want to thank, as we always do, the 65,000 associates who make this place work, who serve our members, who serve our patients each and every day.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.