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Humana Inc. (HUM) Q1 2026 Earnings Call Transcript
2026-04-30 · via All Articles on Seeking Alpha

Q1: 2026-04-29 Earnings Summary

EPS of $10.31 beats by $0.11

 | 

Revenue of

$39.65B

(23.47% Y/Y)

beats by $262.88M

Humana Inc. (HUM) Q1 2026 Earnings Call April 29, 2026 8:00 AM EDT

Company Participants

Lisa Stoner - Vice President of Investor Relations
James Rechtin - President, CEO & Director
Celeste Mellet - Chief Financial Officer
George Renaudin - President of Insurance
Sanjay Shetty - President of CenterWell

Conference Call Participants

Ann Hynes - Mizuho Securities USA LLC, Research Division
Andrew Mok - Barclays Bank PLC, Research Division
Justin Lake - Wolfe Research, LLC
Jason Cassorla - Guggenheim Securities, LLC, Research Division
Stephen Baxter - Wells Fargo Securities, LLC, Research Division
David Windley - Jefferies LLC, Research Division
Albert Rice - UBS Investment Bank, Research Division
Kevin Fischbeck - BofA Securities, Research Division
Scott Fidel - Goldman Sachs Group, Inc., Research Division
Erin Wilson Wright - Morgan Stanley, Research Division
Benjamin Hendrix - RBC Capital Markets, Research Division
Lance Wilkes - Bernstein Institutional Services LLC, Research Division
Hua Ha - Robert W. Baird & Co. Incorporated, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Humana's First Quarter Earnings Call.

[Operator Instructions] Please be advised that today's conference is being recorded. I'd now like to hand the conference over to Lisa Stoner, Vice President of Investor Relations. Please go ahead.

Lisa Stoner
Vice President of Investor Relations

Thank you, and good morning. I hope everyone had a chance to review our press release and prepared remarks, which are available on our website.

We will begin this morning with brief remarks from Jim Rechtin, Humana's President and Chief Executive Officer; and Chief Financial Officer, Celeste Mellet. Following these remarks, we will host a question-and-answer session where Jim and Celeste will be joined by George Renaudin, Humana's President of Insurance segment; and Dr. Sanjay Shetty, President of CenterWell.

Before we begin our discussion, I need to advise call participants of our cautionary statement. Certain of the matters discussed in this conference call are