Q4 2025 Molina Healthcare Inc Earnings Call Transcript
Key Points
- Molina Healthcare Inc (MOH) reported a full year 2025 premium revenue of $43 billion, representing an 11% year-over-year growth.
- The company secured a historic RFP win in Florida, expected to yield $6 billion in annual premium revenue.
- Molina achieved an RFP win rate of 90% on renewal contracts and 80% on new contracts, representing significant future revenue.
- The company has an active pipeline of $50 billion in new opportunities over the next few years.
- Molina's Medicaid performance is considered industry-leading, with a pre-tax margin advantage of 300 to 400 basis points over competitors.
- Molina Healthcare Inc (MOH) reported an adjusted loss per share of $2.75 for the fourth quarter of 2025, falling below expectations.
- The company's fourth quarter results were impacted by unfavorable retroactive premium rate actions in California Medicaid.
- The Medicare MCR for the quarter was 97.5%, indicating elevated utilization and slower than expected margin improvement.
- The marketplace MCR was 99%, affected by elevated utilization and prior period provider claim settlements.
- The 2026 adjusted earnings per share guidance is at least $5, significantly lower than the initial outlook of $14 per share.
Good day and welcome to the Molina Healthcare 4th quarter 2025 conference call.
All participants will be in a listen-only mode.
Should you need assistance, please signal a conference specialist by pressing the key, followed by 0.
After today's presentation, there will be an opportunity to ask questions.
To ask a question, you may press star, then 1 on a touchtone phone. To withdraw your question, please press star, then 2.
Please note this event is being recorded.
I would now like to turn the conference over to Jeff Guyer, Vice President of Investor Relations. Please go ahead.
Good morning and welcome to Molina Healthcare's fourth quarter and full year 2025 earnings call. Joining me today are Molina's President and CEO Joe Zabretzky, and our CFO Mark Keim.
A press release announcing our fourth quarter and full year 2025 earnings was distributed after the market closed yesterday and is available on our investor relations
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