Molina Healthcare Q2 EPS falls 8% to $4.75; revises 2025 outlook
Molina Healthcare reported second quarter 2025 GAAP earnings of $4.75 per diluted share, down 8% from a year earlier, and adjusted earnings of $5.48, down 6%, while premium revenue rose 15% to about $10.9 billion. The company revised its full-year 2025 guidance, now expecting adjusted earnings of no less than $19.00 per share, with premium revenue guidance reaffirmed at about $42 billion, and management attributed the pressure to medical cost trends.
Key points
- Q2 2025 GAAP EPS $4.75 vs. $5.17 in Q2 2024; adjusted EPS $5.48 vs. $5.86
- Premium revenue about $10.9 billion, up 15%; consolidated medical care ratio 90.4% vs. 88.6%
- Full-year 2025 guidance: GAAP EPS no less than $16.90; adjusted EPS no less than $19.00
- Parent company cash and investments about $100 million at June 30, 2025, vs. $445 million at December 31, 2024
The filing
Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 23, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.