Analysis, playbooks, and research for government-sponsored health plans navigating a faster, more competitive market.
Alignment’s Q1 2026 numbers tell a different story than the rest of the industry. Membership grew 30.9% to 284,800. Adjusted EBITDA grew 87.6% to $37.9 million. Both came in above the company’s own guidance.
The most surprising finding in Elevance Health’s Q1 2026 report is not the 16% adjusted EPS beat—it is the hidden anatomy of that beat. Of the $12.58 adjusted EPS.
The most important signal from Humana’s Q1 2026 results is not the headline EPS but the explicit strategy being telegraphed for 2027 bids: benefit cuts are coming.
Centene’s Q1 2026 results landed roughly $0.50 ahead of its own internal expectations, with adjusted EPS of $3.37 and a 58% beat over Street consensus.
The most significant finding from UnitedHealth Group’s Q1 2026 results is not the beat itself—it is what the beat signals about the trajectory of the turnaround.
The most significant and surprising finding in Molina Healthcare’s Q1 2026 results is not the EPS beat—it is the explicit reversal of the 2025 acuity shift that destroyed earnings for the sector.
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