Molina Healthcare Inc（MOH）のニュースとイベントMOHMolina Healthcare Inc

Company Reports Q3 Revenue of $11.08B

Reports Q3 revenue $11.08B, consensus $10.86B. "We are pleased with our third quarter results in this challenging environment and reaffirm our full year guidance," said Joseph Zubretsky, President and Chief Executive Officer. "With the apparent plateauing of medical cost trend, which remains at elevated levels, and the strength of recent rate updates for 2027, we believe we are likely observing the beginning of the turn in Medicaid margins."

Company Expects FY26 Premium Revenue Around $42B

Backs FY26 premium revenue guidance roughly $42B. FY26 revenue consensus is $44.46B. Full year earnings guidance includes a loss of $1.50 per share due to the implementation of the new Florida Medicaid contract in the fourth quarter of 2026 and a loss of $1.00 per share due to performance of the traditional MAPD product, which the Company previously announced it will exit for 2027.

Lockheed Martin Awarded $1.2 Billion Army Contract

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.ACA ENROLLMENT:The Centers for Medicare & Medicaid Servicesit is taking "aggressive, sweeping actions within the Federal Marketplace - canceling approximately 315,000 unauthorized enrollments covering more than 760,000 individuals, which is expected to result in a return of roughly $2.2 billion in taxpayer-funded subsidies." CMS has established a Federally-facilitated Exchange anti-fraud coordination group that brings together leadership from across CMS and the U.S. Department of Health and Human Services to drive a unified, sustained response to fraud in the Federal Marketplace, CMS stated. "We are shutting down unauthorized Marketplace enrollments and returning approximately $2.2 billion in taxpayer-funded subsidies. CMS is strengthening safeguards, pursuing bad actors, and holding agents and brokers accountable when they break the rules. Under President Trump, HHS will protect Americans' health coverage and ensure taxpayer dollars reach the people they are intended to serve," said HHS Secretary Robert F. Kennedy, Jr. Publicly traded companies in the health insurance space include CVS Health, Centene, Cigna, Elevance Health, Humana, Molina Healthcare, UnitedHealthand HCA Healthcare.STATE DINNER:General MotorsCEO Mary Barra is expected to attend President Donald Trump's state dinner at the White House on Thursday for Chinese President Xi Jinping, Reuters' Nora Eckert, Kalea Hall, and David Shepardson. StellantisCEO Antonio Filosa will not attend the dinner, according to sources. Others in attendance are expected to include PfizerCEO Albert Bourla, Amazon'sJeff Bezos, AlphabetCEO Sundar Pichai, OpenAI's Sam Altman, former AppleCEO Tim Cook, Tesla'sElon Musk, NvidiaCEO Jensen Huang, Dell'sMichael Dell, JPMorgan'sJamie Dimon, and CitigroupCEO Jane Fraser.U.S. ARMY CONTRACT:The U.S. Army has awarded Lockheed Martinan indefinite delivery, indefinite quantity contract worth up to $1.2B to produce Increment 2 of the Precision Strike Missile, further strengthening the nation's Arsenal of Freedom after a second flight test demonstrated the missile's ability to engage moving maritime targets. The IDIQ covers initial procurement and future orders of PrSM Increment 2 missiles, follow-on production and continued development. Work will be performed at Lockheed Martin facilities and across the company's U.S. industrial base. PrSM Increment 2 completed its first flight test in March and its second flight test in August - obtaining critical data during flight, launching from a HIMARS, deploying protective covers and engaging the target. Technologies developed through Lockheed Martin's Strigo family of solutions have informed aspects of the PrSM Increment 2 guidance package. Additional PrSM Increment 2 flight tests are scheduled for 2027. This award builds on the Department of War's broader investment in PrSM. Lockheed Martin is expanding capacity to quadruple PrSM production while continuing to develop additional PrSM increments. Lockheed Martin will begin production of the initial Increment 2 missiles while continuing flight testing and system maturation. The company is positioned to scale production as the Army moves toward larger Increment 2 procurements.