MOH · Molina Healthcare, Inc. · Webcasts, Transcripts & Audio
$216.64
-9.78 (-4.32%)
At close · Nov 5
View the 10-K filed Feb 10, 2026
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
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
$11.82B
Shares
52.20M
Volume · Nov 5
928.01K
Avg daily vol (3M)
745.72K
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Molina Healthcare, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Molina Healthcare, Inc. (MOH), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
Add these events to your calendar (.ics)
Earnings call
FY26 · Q3
2026-10-22
Molina Healthcare, Inc. (MOH) Q3 2026 Earnings Call Transcript
Positive tone
Medicaid rate and margin recovery
Medical cost trend and acuity
Work requirements and membership attrition
Revenue
$11.08B
▼ 3.4% YoY Diluted EPS
$0.73
▼ 51.7% YoY Gross margin
12.3%
Rev · 8q
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 Gross margin
13.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2026-05-08
Molina Healthcare, Inc. (MOH) May 8, 2026 Capital Markets Day
No reported result — non-financial event
Audio
Transcript
Slides
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 Gross margin
14.1%
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 Gross margin
10.9%
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 Gross margin
12.5%
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 Gross margin
14.0%
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 Gross margin
15.0%
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 Gross margin
14.2%
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 Gross margin
16.4%
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 Gross margin
15.3%
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 Gross margin
15.3%
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 Gross margin
17.6%
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 Gross margin
14.5%
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 Gross margin
15.5%
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 Gross margin
15.7%
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 Gross margin
15.0%
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 Gross margin
14.9%
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 Gross margin
14.7%
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 Gross margin
15.5%
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 Gross margin
14.1%
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 Gross margin
14.1%
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 Gross margin
14.4%
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 Gross margin
16.1%
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 Gross margin
15.8%
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 Gross margin
18.4%
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 Gross margin
22.1%
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 Gross margin
18.3%
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 1–29 of 29 webcasts
Key facts
CIK
1179929
CUSIP
60855R100
13F (30d)
255 filings
225 filers
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