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Here's What Key Metrics Tell Us About Molina (MOH) Q2 Earnings

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Molina (MOH - Free Report) reported $10.87 billion in revenue for the quarter ended June 2026, representing a year-over-year decline of 4.8%. EPS of $1.51 for the same period compares to $5.48 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $10.88 billion, representing a surprise of -0.08%. The company delivered an EPS surprise of +10.22%, with the consensus EPS estimate being $1.37.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Molina performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • MCR - Medicaid: 92.7% compared to the 92.9% average estimate based on three analysts.
  • MCR - Medicare: 90.7% versus 93.7% estimated by three analysts on average.
  • MCR - Marketplace: 88.9% versus the three-analyst average estimate of 84.9%.
  • Ending Membership by Program - Total: 4.93 million versus 5 million estimated by three analysts on average.
  • Ending Membership by Program - Medicaid: 4.42 million versus the three-analyst average estimate of 4.48 million.
  • Revenue- Premium revenue- Marketplace: $628 million versus the three-analyst average estimate of $643.41 million. The reported number represents a year-over-year change of -47.7%.
  • Revenue- Premium tax revenue: $505 million versus the three-analyst average estimate of $437.04 million. The reported number represents a year-over-year change of +17.2%.
  • Revenue- Premium revenue- Medicaid: $8.05 billion compared to the $8.16 billion average estimate based on three analysts. The reported number represents a change of +0.3% year over year.
  • Revenue- Premium revenue- Medicare: $1.57 billion versus the three-analyst average estimate of $1.63 billion. The reported number represents a year-over-year change of -2.7%.
  • Revenue- Premium revenue: $10.24 billion compared to the $10.43 billion average estimate based on three analysts. The reported number represents a change of -5.7% year over year.
  • Revenue- Other revenue: $24 million versus $22.26 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
  • Revenue- Investment income: $101 million versus $99.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.7% change.

View all Key Company Metrics for Molina here>>>

Shares of Molina have returned +15.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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