
Molina Healthcare Q3 2026 Earnings: The $0.89 Quarter Betting on a Medicaid Turn
Molina Healthcare Q3 2026: adjusted EPS fell 52% to $0.89 as the medical care ratio rose 30bp to 92.9%, yet the $5.25 guide holds on 2027 Medicaid rates.
#open-ledger
Public ledger examples and transparent financial records

Molina Healthcare Q3 2026: adjusted EPS fell 52% to $0.89 as the medical care ratio rose 30bp to 92.9%, yet the $5.25 guide holds on 2027 Medicaid rates.

NextEra Q3 2026 GAAP EPS of $2.28 nearly doubled on $3B of unrealized rate-hedge gains; adjusted EPS rose 9.7% to $1.24 on FPL rate base and a 36.7 GW backlog.

P&G Q1 FY2027: sales rose 4% to $23.3B on 2.4% volume growth, but gross margin fell 160 bps and a $1.4B commodity headwind looms as Thorne closes.

Texas Instruments Q3 2026: revenue rose 28% to $6.06B, operating margin hit 47.5%, and TTM free cash flow reached $8.4B as capex fell 46%.

Union Pacific Q3 2026 net income hit a record $2.1B (+16%) on $7.2B revenue; fuel surcharges covered $4.21 diesel 1.4x as the Norfolk Southern deal advances.

3M earned $2.63/share in Q3 2026 (+70%) on a $281M Solventum gain, while operating cash fell 72% to $486M on $1B of settlement payments.

AT&T Q3 2026: $32.3B revenue (+5.3%, a beat) but $891M net income (-90%) as a $2.6B Mexico write-down laps the $5.5B DIRECTV gain.

BofA Q3 2026: $0.91 EPS fell 17% on a $1.2B AML settlement, but NII grew 8% and ex-charge EPS of $1.08 rose 4%.

Capital One Q3 2026: $5.61 EPS rose 16% ($6.69 adjusted) as NIM widened to 8.41% and Discover network interchange fees jumped 29%.

Chubb Q3 2026: $7.66 core EPS (+1%) on an 84.1% combined ratio and record $1.79B investment income, as North America Commercial shrank 2.7% by design.

Citigroup Q3 2026: $2.85 EPS beat $2.66 on record Q3 revenue of $23.85B, but shares fell 5% on a $369M reserve build.

Equifax earned $1.79 EPS (+39%) on $1.69B Q3 revenue (+10%), then cut FY revenue guidance $84M on mortgage weakness while holding EPS at $8.50 via AI savings.