For the quarter ended September 2026, Molina (MOH Quick QuoteMOH - Free Report) reported revenue of $11.08 billion, down 3.4% over the same period last year. EPS came in at $0.89, compared to $1.84 in the year-ago quarter.

The reported revenue represents a surprise of +1.42% over the Zacks Consensus Estimate of $10.93 billion. With the consensus EPS estimate being $0.72, the EPS surprise was +23.61%.

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: 93% versus the three-analyst average estimate of 93%.
• MCR - Medicare: 93% compared to the 92.8% average estimate based on three analysts.
• MCR - Marketplace: 92.5% compared to the 93.3% average estimate based on three analysts.
• Ending Membership by Program - Total: 4.86 million versus 4.91 million estimated by three analysts on average.
• Ending Membership by Program - Medicaid: 4.37 million versus 4.42 million estimated by three analysts on average.
• Revenue- Premium revenue- Marketplace: $642 million versus $570 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -46.4% change.
• Revenue- Premium tax revenue: $500 million versus the three-analyst average estimate of $509 million. The reported number represents a year-over-year change of -1.2%.
• Revenue- Premium revenue- Medicaid: $8.2 billion versus the three-analyst average estimate of $8.16 billion. The reported number represents a year-over-year change of +2.3%.
• Revenue- Premium revenue- Medicare: $1.62 billion versus $1.57 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.4% change.
• Revenue- Premium revenue: $10.46 billion versus the three-analyst average estimate of $10.31 billion. The reported number represents a year-over-year change of -3.5%.
• Revenue- Other revenue: $23 million versus the two-analyst average estimate of $23.26 million. The reported number represents a year-over-year change of +4.6%.
• Revenue- Investment income: $102 million compared to the $100.43 million average estimate based on two analysts. The reported number represents a change of -5.6% year over year.

View all Key Company Metrics for Molina here>>>

Shares of Molina have returned +14.9% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.