分组1 - Molina reported a quarterly loss of $2.75 per share, significantly below the Zacks Consensus Estimate of $0.43, representing an earnings surprise of -733.20% [1] - The company posted revenues of $11.38 billion for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 5.32%, and showing an increase from $10.5 billion year-over-year [2] - Over the last four quarters, Molina has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call, with Molina shares up about 2.6% year-to-date compared to the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $4.61 on revenues of $11.53 billion, and for the current fiscal year, it is $13.77 on revenues of $47.09 billion [7] - The Medical - HMOs industry, to which Molina belongs, is currently ranked in the bottom 6% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

分组1 - Humana reported quarterly earnings of $6.27 per share, missing the Zacks Consensus Estimate of $6.32 per share, and down from $6.96 per share a year ago, representing an earnings surprise of -0.79% [1] - The company posted revenues of $32.39 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.93%, and up from $29.38 billion year-over-year [2] - Humana has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has underperformed the market, losing about 8.3% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The current consensus EPS estimate for the coming quarter is $2.55 on revenues of $31.14 billion, and for the current fiscal year, it is $16.37 on revenues of $126.1 billion [7] - The Zacks Industry Rank for Medical - HMOs is currently in the bottom 5% of over 250 Zacks industries, which may negatively impact stock performance [8]