MOH · Molina Healthcare, Inc. · Earnings Call Transcripts & Audio
$197.80
-2.99 (-1.49%)
At close · Sep 21
View the 10-K filed Feb 10, 2026
Customer concentration
— top customer 13% of revenue
One customer — 13% of revenue (the year ended December 31, 2025)
“Instances where these contracts were at least 10% of our total premium revenue for the year ended December 31, 2025 were California with 10%, Texas with 13%, and Washington with 10%.”
One customer — 10% of revenue (the year ended December 31, 2025)
“Instances where these contracts were at least 10% of our total premium revenue for the year ended December 31, 2025 were California with 10%, Texas with 13%, and Washington with 10%.”
One customer — 10% of revenue (the year ended December 31, 2025)
“Instances where these contracts were at least 10% of our total premium revenue for the year ended December 31, 2025 were California with 10%, Texas with 13%, and Washington with 10%.”
Market Cap
$10.48B
Shares
52.20M
Molina Healthcare, Inc. Earnings Call Transcripts
Quarterly earnings calls for Molina Healthcare, Inc. (MOH), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲11%
$8.22B
$56.00M
'22 Q4
23-02-08
▲4.9%
$8.15B
$321.00M
'23 Q1
23-04-26
▲3.4%
$8.33B
$309.00M
'23 Q2
23-07-26
▲7.8%
$8.55B
$245.00M
'23 Q3
23-10-25
▲10%
$9.05B
$216.00M
'23 Q4
24-02-07
▲21.9%
$9.93B
$301.00M
'24 Q1
24-04-24
▲18.7%
$9.88B
$301.00M
'24 Q2
24-07-25
▲21%
$10.34B
$326.00M
'24 Q3
24-10-24
▲16%
$10.50B
$251.00M
'24 Q4
25-02-06
▲12.2%
$11.15B
$298.00M
'25 Q1
25-04-24
▲15.7%
$11.43B
$255.00M
'25 Q2
25-07-24
▲11%
$11.48B
$79.00M
'25 Q3
25-10-23
▲8.3%
$11.38B
−$160.00M
'25 Q4
26-02-06
▼3.1%
$10.80B
$14.00M
'26 Q1
26-04-23
LATEST
▼4.8%
$10.87B
$60.00M
'26 Q2
26-07-23
Earnings call
FY26 · Q3
2026-10-22
Molina Healthcare, Inc. (MOH) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-23
Molina Healthcare, Inc. (MOH) Q2 2026 Earnings Call Transcript
Positive tone
Medicaid performance and margin outlook
Marketplace deterioration and footprint reduction
Medicare duals upside
Revenue
$10.87B
▼ 4.8% YoY Diluted EPS
$1.19
▼ 74.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-23
Molina Healthcare, Inc. (MOH) Q1 2026 Earnings Call Transcript
Positive tone
Medicaid segment
Medicare segment and duals
Q1 financial performance
Revenue
$10.80B
▼ 3.1% YoY Diluted EPS
$0.27
▼ 95% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-06
Molina Healthcare, Inc. (MOH) Q4 2025 Earnings Call Transcript
Balanced tone
Elevated Medical Cost Trend
RFP Wins and Growth Pipeline
2025 Underperformance and Missed Guidance
Revenue
$11.38B*
▲ 8.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Molina Healthcare, Inc. (MOH) Q3 2025 Earnings Call Transcript
Cautious tone
Medicaid margin pressure
2025 guidance reduction
Medicare utilization
Revenue
$11.48B
▲ 11% YoY Diluted EPS
$1.51
▼ 73.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Molina Healthcare, Inc. (MOH) Q2 2025 Earnings Call Transcript
Cautious tone
2025 EPS guidance revision
Medicaid medical cost trend
Rate advocacy and state funding
Revenue
$11.43B
▲ 15.7% YoY Diluted EPS
$4.75
▼ 8.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Molina Healthcare, Inc. (MOH) Q1 2025 Earnings Call Transcript
Confident tone
Q1 financial results and MCR
Embedded earnings power and M&A
Marketplace risk adjustment and reconciliations
Revenue
$11.15B
▲ 12.2% YoY Diluted EPS
$5.45
▲ 5.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Molina Healthcare, Inc. (MOH) Q4 2024 Earnings Call Transcript
Positive tone
Q4 medical cost pressure and MCR shortfall
Medicaid segment performance
Long-term revenue targets and embedded earnings
Revenue
$10.50B*
▲ 16% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Molina Healthcare, Inc. (MOH) Q3 2024 Earnings Call Transcript
Positive tone
Medicaid MCR pressure and rate updates
2024 full-year guidance
Risk corridors as financial buffer
Revenue
$10.34B
▲ 21% YoY Diluted EPS
$5.65
▲ 34.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Molina Healthcare, Inc. (MOH) Q2 2024 Earnings Call Transcript
Confident tone
Medicaid MCR and rate cycle
Medicare performance
Marketplace performance
Revenue
$9.88B
▲ 18.7% YoY Diluted EPS
$5.17
▼ 3.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
Molina Healthcare, Inc. (MOH) Q1 2024 Earnings Call Transcript
Confident tone
Medicaid redeterminations and acuity
RFP wins and losses
2024 guidance and EPS outlook
Revenue
$9.93B
▲ 21.9% YoY Diluted EPS
$5.17
▼ 6.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
Molina Healthcare, Inc. (MOH) Q4 2023 Earnings Call Transcript
Confident tone
Medicare margin recovery
Medicaid redeterminations and performance
Marketplace business
Revenue
$9.05B*
▲ 10% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
Molina Healthcare, Inc. (MOH) Q3 2023 Earnings Call Transcript
Revenue
$8.55B
▲ 7.8% YoY Diluted EPS
$4.21
▲ 6.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
Molina Healthcare, Inc. (MOH) Q2 2023 Earnings Call Transcript
Revenue
$8.33B
▲ 3.4% YoY Diluted EPS
$5.35
▲ 25.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
Molina Healthcare, Inc. (MOH) Q1 2023 Earnings Call Transcript
Revenue
$8.15B
▲ 4.9% YoY Diluted EPS
$5.52
▲ 25.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
Molina Healthcare, Inc. (MOH) Q4 2022 Earnings Call Transcript
Revenue
$8.22B*
▲ 11% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Molina Healthcare, Inc. (MOH) Q3 2022 Earnings Call Transcript
Revenue
$7.93B
▲ 12.6% YoY Diluted EPS
$3.95
▲ 60.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Molina Healthcare, Inc. (MOH) Q2 2022 Earnings Call Transcript
Revenue
$8.05B
▲ 18.4% YoY Diluted EPS
$4.25
▲ 34.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Molina Healthcare, Inc. (MOH) Q1 2022 Earnings Call Transcript
Revenue
$7.77B
▲ 19.1% YoY Diluted EPS
$4.39
▲ 12.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Molina Healthcare, Inc. (MOH) Q4 2021 Earnings Call Transcript
Revenue
$7.41B*
▲ 41.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Molina Healthcare, Inc. (MOH) Q3 2021 Earnings Call Transcript
Revenue
$7.04B
▲ 40.2% YoY Diluted EPS
$2.46
▼ 20.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Molina Healthcare, Inc. (MOH) Q2 2021 Earnings Call Transcript
Revenue
$6.80B
▲ 47.2% YoY Diluted EPS
$3.16
▼ 32% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Molina Healthcare, Inc. (MOH) Q1 2021 Earnings Call Transcript
Revenue
$6.52B
▲ 43.4% YoY Diluted EPS
$3.89
▲ 33.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
Molina Healthcare, Inc. (MOH) Q4 2020 Earnings Call Transcript
Revenue
$5.24B*
▲ 22.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Molina Healthcare, Inc. (MOH) Q3 2020 Earnings Call Transcript
Revenue
$5.02B
▲ 18.3% YoY Diluted EPS
$3.10
▲ 12.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Molina Healthcare, Inc. (MOH) Q2 2020 Earnings Call Transcript
Revenue
$4.62B
▲ 10.1% YoY Diluted EPS
$4.65
▲ 52% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Molina Healthcare, Inc. (MOH) Q1 2020 Earnings Call Transcript
Revenue
$4.55B
▲ 10.4% YoY Diluted EPS
$2.92
▼ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-10
Molina Healthcare, Inc. (MOH) Q4 2019 Earnings Call
Revenue
$4.27B
▼ 8.4% YoY Diluted EPS
$2.67
▼ 11.3% YoY Gross margin
13.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1179929
CUSIP
60855R100
13F (30d)
12 filings
11 filers
Visit website
Investor relations