Elevance Health Earnings: Stock Plunges 8.8% on Margin Compression
Can Elevance Health's raised full-year outlook offset the severe margin compression that is currently terrifying Wall Street investors?
Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States. The company operates in four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. It offers a variety of health plans and services to individual, employer group risk-based and fee-based, BlueCard, Medicare, Medicaid, and FEP members; health products; a broad array of fee-based administrative managed care services; and specialty and other insurance products and services, such as stop loss, dental, vision, and supplemental health insurance benefits. The company also operates in the…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $50.18B | +2.6% | $1.76B | $8.00 | -16.8% | — | — |
| Q4 2025 Dec 2025 | $49.75B | — | $547.0M | $2.47 | — | — | — |
| Q3 2025 Sep 2025 | $50.71B | — | $1.19B | $5.32 | — | — | — |
| Q2 2025 Jun 2025 | $49.78B | — | $1.74B | $7.72 | — | — | — |
| Q1 2025 Mar 2025 | $48.89B | — | $2.18B | $9.61 | — | — | — |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Elevance Health's raised full-year outlook offset the severe margin compression that is currently terrifying Wall Street investors?