Industry top-down
Healthcare Plans
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The healthcare plan industry demonstrated robust growth overall, recording a median revenue year-over-year (YoY) growth rate of 14.4% as of FY2026 Q1. CVS Health (CVS) and Humana (HUM) reported strong EPS YoY growth of over 60%, while Alignment Healthcare (ALHC) achieved revenue YoY growth exceeding 47%. However, Oscar Health (OSCR) and Marpai (MRAI) experienced double-digit revenue declines, underscoring notable performance discrepancies across companies. While overall revenue growth was maintained, the sector showed a mixed performance due to the underperformance of some companies and variations in EPS growth rates.
- Most companies maintain YoY revenue growth (median 14.4%)
- Some companies recorded high EPS YoY growth rates (CVS, HUM)
- Some companies recorded negative revenue growth (OSCR, MRAI)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| UNHUNITEDHEALTH GROUP INC | FY2026 Q2 | $112.03B | +0.4% | $6.04 | +61.5% | — |
| CVSCVS HEALTH Corp | FY2026 Q2 | $106.1B | +7.3% | $2.31 | +188.8% | — |
| ELVElevance Health, Inc. | FY2026 Q2 | $50.47B | +1.4% | $6.71 | -13.1% | — |
| CICigna Group | FY2026 Q2 | $71.67B | +6.7% | $6.29 | +10.2% | — |
| HUMHUMANA INC | FY2026 Q1 | $39.65B | +23.5% | $9.83 | -4.6% | — |
| CNCCENTENE CORP | FY2026 Q2 | $44.38B | +4.5% | $2.19 | — | — |
| MOHMOLINA HEALTHCARE, INC. | FY2026 Q2 | $10.87B | -4.8% | $1.19 | -74.9% | — |
| OSCROscar Health, Inc. | FY2026 Q2 | $6.1M | -6.2% | $1.10 | — | — |
| CLOVCLOVER HEALTH INVESTMENTS, CORP. /DE | FY2026 Q2 | $743.17M | — | $0.05 | — | — |
| PGNYProgyny, Inc. | FY2026 Q2 | $350.51M | +5.3% | $0.34 | +78.9% | — |
| ALHCAlignment Healthcare, Inc. | FY2026 Q2 | $1.34B | +31.6% | $0.17 | +142.9% | — |
| MRAIMarpai, Inc. | FY2026 Q2 | $4.17M | -10.5% | $-0.18 | — | — |
| PFHOPACIFIC HEALTH CARE ORGANIZATION INC | FY2026 Q2 | $1.77M | +2.8% | $0.03 | -40.0% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).