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Revenue by Segment
Breaks down sales figures for each business unit, indicating which areas are contributing most to growth and where there might be potential for expansion or risk.Since a 2023 reporting shift Humana’s revenue mix has concentrated in Insurance and a fast‑scaling CenterWell: Insurance is now the principal growth engine and CenterWell’s patient adds and acquisitions are accelerating top‑line contribution. The sharp Insurance bump in early 2026 likely reflects membership/Medicaid growth and integration timing rather than pure margin improvement. Management’s guidance confirms scale but warns elevated IBNR, higher medical cost trends and a ~91% MLR mean revenue growth won’t automatically convert to sustainable MA margins without pricing, benefit or operational levers.
Date | Retail | Insurance | Corporate and Eliminations | Group and Speciality | Healthcare Services | Centerwell |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $39.14B | -$5.06B | $0.00 | $0.00 | $6.79B |
Mar 31, 2026 | $0.00 | $38.06B | -$4.51B | $0.00 | $0.00 | $6.10B |
Dec 31, 2025 | $0.00 | $31.34B | -$4.79B | $0.00 | $0.00 | $5.96B |
Sep 30, 2025 | $0.00 | $31.19B | -$4.42B | $0.00 | $0.00 | $5.88B |
Jun 30, 2025 | $0.00 | $31.09B | -$4.24B | $0.00 | $0.00 | $5.54B |
Mar 31, 2025 | $0.00 | $30.94B | -$3.92B | $0.00 | $0.00 | $5.09B |
Dec 31, 2024 | $0.00 | $28.17B | -$4.09B | $0.00 | $0.00 | $5.13B |
Sep 30, 2024 | $0.00 | $28.37B | -$4.01B | $0.00 | $0.00 | $5.04B |
Jun 30, 2024 | $0.00 | $28.52B | -$3.93B | $0.00 | $0.00 | $4.95B |
Mar 31, 2024 | $0.00 | $28.70B | -$3.91B | $0.00 | $0.00 | $4.82B |