Analysis, playbooks, and research for government-sponsored health plans navigating a faster, more competitive market.
MA strategy has converged around margin over membership, UnitedHealth and CVS are both deliberately trading enrollment for margin, while Humana and Alignment are the visible outliers still guiding double-digit MA growth.
Alignment Healthcare’s Q2 2026 earnings beat guidance across the board, yet shares fell as second-half margin cadence weakens.
Alignment Healthcare’s Q2 2026 earnings beat guidance across the board, yet shares fell as second-half margin cadence weakens.
Humana beat Q2 2026 earnings estimates, but cut full-year GAAP EPS guidance again as Star Ratings costs and thinning reserves offset the win.
Centene Q2 2026 earnings beat Wall Street estimates outright, yet shares fell as $0.50 of EPS came from one-time items.
Molina Healthcare Q2 2026 earnings beat estimates as adjusted EPS hit $1.51, even as full-year Marketplace guidance worsened to a $0.75 loss this year.
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