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Eagle Investors @EagleInvestors on x XXX followers
Created: 2025-07-17 15:32:00 UTC
🏥 Elevance Health ($ELV) Q2 2025 Earnings Recap ⚠️📉
Elevance Health posted mixed Q2 results with strong revenue growth but rising healthcare costs that led to a guidance cut and sent shares lower.
📊 Key Metrics:
Adjusted EPS: $8.84, down ~14% YoY and missed by $XXXX ❌
Revenue: $49.42B, up XXXX% YoY and beat by $1.22B ✅
Benefit Expense Ratio: 88.9%, above the XXXX% estimate ❌
Total Medical Membership: 45.62M vs. 45.93M est ❌
FY25 Adjusted EPS Guidance: $30.00, cut from $XXXXX ❌
💬 CEO Gail Boudreaux noted that ACA and Medicaid cost pressures are driving margin strain, but the company remains focused on long-term value creation through technology, cost control, and value-based care delivery.
💵 Capital Return:
Returned $2.0B YTD to shareholders
Operating cash flow: $3.1B, up YoY 📈
📉 Stock Reaction: Shares fell ~4% in premarket trading. The guidance cut also weighed on peers like Centene ($CNC), Molina ($MOH), and Oscar Health ($OSCR). ⚠️
Despite a strong topline, margin pressure and a lowered earnings outlook raise caution flags for near-term performance. 📉
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