Molina Healthcare, Inc. · MOH · Next earnings

Molina Healthcare, Inc. reports Thursday, Feb 4, 2027

MOH reports after market close with consensus EPS at $0.56 and revenue at $11.99B. Last quarter: Molina reaffirms 2026 outlook as Florida contract scales

Reports After market close92 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $0.56 Calendar consensus
Consensus revenue $11.99B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 92 days away

Where MOH left off: FY2026 Q3

Full report

Molina reaffirms 2026 outlook as Florida contract scales

EPS surprise +12.7% Reported $0.89 vs $0.79
Revenue surprise +2.1% Reported $11.08B vs $10.86B
Stock move +0.8% Event window
Subsequent drift 0.0% Up to 20 sessions

2026 guidance was maintained. The rate outlook increased to 4%-4.5%, while the medical-cost trend outlook is 5.5%-6%. Preliminary 2027 outlook calls for at least $45 billion of premium revenue and more than $9.5 of EPS from known items.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further delays or legal challenges to Georgia and Texas Medicaid contracts.
  • Membership decline from work requirements and reverifications.
  • Medical-cost trends of 5.5%-6% and high-cost drug utilization.
  • Losses from the MAPD exit and reduced Marketplace footprint.
  • Regulatory corridors and asset-limit changes in California.

Questions analysts left open

  • Underlying Medicaid MLR improvement and its drivers.
  • Impact of work-requirement enrollment attrition and acuity shift.
  • Timing and financial impact of the Florida CMS contract in Q4.
  • Effect of the reduced Marketplace footprint on profitability.
  • Potential margin recovery in the legacy Medicaid business.

Ask FN2 about MOH next report

Transcript, numbers and history already loaded
What should I watch for in MOH's next earnings report?How did MOH guide last quarter, and is consensus above or below that?Give me the bull and bear case going into MOH earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the MOH recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent MOH quarters

All MOH earnings
+0.8%FY2026 Q3-9.7%FY2026 Q2+14.2%FY2026 Q1-25.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.