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 Q3 | $112.69B | -0.4% | $4.56 | +76.1% | — |
| CVSCVS HEALTH Corp | FY2026 Q3 | $108.4B | +5.4% | $1.68 | — | — |
| ELVElevance Health, Inc. | FY2026 Q3 | $51.43B | +1.4% | $6.27 | +17.9% | — |
| CICigna Group | FY2026 Q3 | $73.68B | +5.6% | $5.47 | -21.6% | — |
| HUMHUMANA INC | FY2026 Q3 | $41.16B | +26.1% | $1.33 | -17.9% | — |
| CNCCENTENE CORP | FY2026 Q3 | $45.11B | +0.5% | $-0.14 | — | — |
| MOHMOLINA HEALTHCARE, INC. | FY2026 Q3 | $11.08B | -3.4% | $0.73 | -51.7% | — |
| OSCROscar Health, Inc. | FY2026 Q3 | $6.3M | -28.5% | $0.49 | — | — |
| PGNYProgyny, Inc. | FY2026 Q3 | $341.25M | +8.9% | $0.32 | +113.3% | — |
| CLOVCLOVER HEALTH INVESTMENTS, CORP. /DE | FY2026 Q3 | $759.3M | — | $0.01 | — | — |
| ALHCAlignment Healthcare, Inc. | FY2026 Q3 | $1.36B | +36.7% | $-0.04 | — | — |
| MRAIMarpai, Inc. | FY2026 Q2 | $4.17M | -10.5% | $-0.18 | — | — |
| PFHOPACIFIC HEALTH CARE ORGANIZATION INC | FY2026 Q3 | $1.51M | -4.7% | $0.03 | +50.0% | — |
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).