Molina Healthcare's fundamentals are under pressure from decelerating premium growth, which fell to -4.8% in 2026Q2, and volatile underwriting profitability, with a combined ratio of 101.4% in 2025Q4 before improving to 98.4% in 2026Q1. The company faces persi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated sharply from 21.9% in 2024Q1 to -4.8% in 2026Q2, while the combined ratio improved to 98.4% in 2026Q1 from a nadir of 101.4% in 2025Q4, indicating partial margin recovery but still strained profitability.
Mohawk is the largest flooring company globally, offering a comprehensive range of hard and soft surface products. Its vertically integrated manufacturing and distribution processes provide a competitive advantage, allowing for control over production from raw materials to finished goods.
Despite recent revenue and net income decreases, analysts project earnings growth for Mohawk Industries. Earnings are expected to rise by approximately 14.65% in the coming year, with EPS projected to increase significantly by 2029.
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Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $1.51+8.6% vs $1.39 | $10.9B+0.4% vs $10.8B |
Q2 2026 Apr 22, 2026 | $2.35+23.7% vs $1.90 | $10.8B-0.7% vs $10.9B |
Q1 2026 Feb 5, 2026 | -$2.75-739.5% vs $0.43 | $11.4B+4.6% vs $10.9B |
Q4 2025 Oct 22, 2025 | $1.84-53.7% vs $3.97 | $11.5B+1.7% vs $11.3B |
Molina told investors in February that a Medicare drug plan serving tens of thousands of members would cease to exist. The members found out in October. Here is what that eight-month silence means for anyone still holding that plan card.
CEDAR RAPIDS, Iowa--(BUSINESS WIRE)--The MolinaCares Accord and Molina Healthcare of Iowa donate $50,000 to expand trauma-informed care for Iowa youth.
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.
MOH's contract wins, acquisitions and cash generation support growth, but elevated medical costs and valuation pose risks.
Benchmark MOH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Molina Healthcare, Inc. (MOH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $191.19 | $9.98B | 21.43 | 11.75% | 1.04% | 11.02% | — | |
| $63.28 | $31.26B | -4.65 | 19.44% | -2.63% | -23.94% | — | |
| $7.99 | $1.65B | -2159.46 | 46.06% | 0.89% | 20.02% | — | |
| $372.95 | $338.69B | 28.19 | 11.81% | 3.14% | 13.49% | — | |
| $87.10 | $111.13B | 62.66 | 7.85% | 1.18% | 6.41% | — | |
| $402.43 | $87.27B | 16.02 | 12.62% | 2.47% | 11.2% | — |
Molina Healthcare, Inc. (MOH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Molina Healthcare, Inc. (MOH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
Jun 10, 2026·SEC
May 11, 2026·SEC
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Molina Healthcare, Inc. (MOH) stock FAQ — growth, dividends, profitability & financials explained
Molina Healthcare, Inc. (MOH) grew revenue by 11.7% over the past year. This is steady growth.
Molina Healthcare, Inc. (MOH) reported a net loss of $7.0M for fiscal year 2025.
Molina Healthcare, Inc. (MOH) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.
Molina Healthcare, Inc. (MOH) has a combined ratio of 98.3%. A ratio below 100% indicates underwriting profitability.
