Company / Finance

Humana Inc.

HUM · NYSE

Humana reported 2025 revenue of $129.66 billion and Q1 2026 revenue of $39.65 billion. The thesis turns on whether Medicare Advantage scale can translate into durable margins and cash flow while medical cost trends, rate pressure and regulatory scrutiny remain central risks.

Latest ReportMay 20, 2026Humana: the Medicare giant has to prove margins can recoverView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Humana: the Medicare giant has to prove margins can recover

Humana reported 2025 revenue of $129.66 billion and Q1 2026 revenue of $39.65 billion. The thesis turns on whether Medicare Advantage scale can translate into durable margins and cash flow while medical cost trends, rate pressure and regulatory scrutiny remain central risks.

May 20, 2026Research reportSlides available
Humana Inc.the Medicare giant has to prove margins can recoverMay 20, 2026
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Humana: the Medicare giant has to prove margins can recoverHumana reported 2025 revenue of $129.66 billion and Q1 2026 revenue of $39.65 billion. The thesis turns on whether Medicare Advantage scale can translate into durable margins and cash flow while medical cost trends, rate pressure and regulatory scrutiny remain central risks.NYSEMay 20, 2026Research reportReadSlides