Humana Inc at Leerink Global Healthcare Conference Transcript

Mar 10, 2026 / 02:40PM GMT
Release Date Price: MXN3220
Benjamin Mayo
Leerink - Moderator

All right. Well, let's go ahead and get started. It's my pleasure to have the team from Humana with us. We've got Jim Rechtin, Chief Executive Officer; and Celeste Mellet, the Chief Financial Officer. Thanks, guys, for being here. And I think, Jim, you wanted to make some comments before we get into some Q&A?

James Rechtin
Humana Inc - President, Chief Executive Officer, Director

Yeah. I just wanted to hit a handful of themes, which are really kind of the themes that we've been hearing since the first-quarter earnings call. I'll start with -- I'm going to take us back to our investor day last June, we essentially made two commitments at the time. One is getting back to -- getting Medicare back to a stable and compelling margin of at least 3%. And second is getting the earnings power of the business back in place by 2028. And we just want to reinforce that those things have not changed. We are still committed to the things that we said last June.

What that means, of course, is that we have to make adjustments to

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