Health Insurance Providers Stocks Q1 In Review: Alignment Healthcare Vs Peers

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Alignment Healthcare reported first-quarter revenues of $1.24 billion, up 33.3% year on year, exceeding analysts' expectations by 1.3%. The company added 48,500 customers to reach a total of 284,800, but its EBITDA guidance for the next quarter missed analysts' expectations, making it the weakest guidance update among the 12 health insurance providers stocks tracked. CVS Health posted the biggest analyst estimate beat with revenues of $100.4 billion, up 6.2% year on year, while Cencora had the weakest quarter with revenues of $78.36 billion, falling short of expectations by 3.9%. Oscar Health reported revenues of $4.65 billion, up 52.6% year on year, but lagged analysts' expectations by 5.7%, and Progyny reported revenues of $328.5 million, up 1.4% year on year, surpassing expectations by 0.7% and achieving the highest guidance raise among its peers. Overall, the group's revenues beat consensus estimates by 1.4%, and share prices have risen 36.3% on average since the latest earnings results.

Impact on stocks 5

Health Care± Mixed · 3 stocks
Cencora Inc.
COR
▼ NegativeCapitalrelevance

Revenues fell short of expectations by 3.9%, the weakest quarter.

CVS Health Corp
CVS
▲ PositiveCapitalrelevance

Revenues beat expectations by the biggest analyst estimate beat, up 6.2% YoY.

Progyny Inc
PGNY
▲ PositiveCapitalrelevance

Revenues surpassed expectations by 0.7% and achieved the highest guidance raise among peers.

Aging Population▼ · 1 stocks
Financials▼ · 1 stocks
Oscar Health Inc
OSCR
▼ NegativeCapitalrelevance

Revenues lagged analysts' expectations by 5.7% despite 52.6% YoY growth.

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