Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
John Paul Stansel is recorded as Analyst at J.P. Morgan. John Paul Stansel has spoken on 9 earnings calls across 5 companies, most recently for Evolent Health, Inc. on August 6, 2026. Those appearances were for Henry Schein Inc (HSIC), Centene Corp (CNC), Molina Healthcare, Inc. (MOH), Evolent Health, Inc. (EVH) and Alignment Healthcare, Inc. (ALHC). The companies whose calls John Paul Stansel spoke on are classified in the Healthcare sector.
“I just want to talk about when we think of the 27 guidance or directional commentary at this point, I appreciate the greater than 25% growth on the top line. It feels like margins might take a bit of a step down there.”
“I just want to drill in on specialty margins that are expanded nicely year over year. I think in previous quarters we've discussed the idea that value in plants outgrowing premium in plants creates a bit of a margin headwind.”
“I want to talk about that minimal acuity shift for the Medicaid expansion population. can you just frame, I think you've talked about the narrowing of the gap between stayers and leavers in previous quarters, but we dig into that for Medicaid expansion particularly.”
J.P. Morgan
Analyst
Transcript header (unverified)
HSIC
Medical Distribution · Healthcare
CNC
Healthcare Plans · Healthcare
Health Information Services · Healthcare
