Humana Inc. (HUM)

Humana’s adjusted EPS topped consensus while revenue edged above estimates in the second fiscal quarter of 2026, based on preliminary results reported July 29. Revenue reached about $40.9 billion, up 26% from about $32.4 billion a year ago and versus the about $40.6 billion consensus, while adjusted EPS of $7.61 beat the $7.26 estimate by 4.8% and improved from $6.27 a year ago. Net income climbed 27% to about $693 million from $545 million a year ago, with operating income at roughly $1.4 billion, gross margin near 14%, and operating margin about 3%. Operating cash flow was negative $426 million, and the company repurchased $1.0 million of stock and paid $107.0 million in dividends. Next-period consensus calls for EPS of -$0.22 on revenue of $40.82 billion.