OSCROscar Health Inc - Ordinary Shares - Class A
Compact View
Earnings Recap
• Reported GAAP EPS of $2.28 up 107.27% YoY • Reported revenue of $4.65B up 52.55% YoY • Oscar Health reaffirmed its full year 2026 outlook across all metrics, remaining on track to significantly expand margins and achieve meaningful profitability in 2026.
Bullish
Oscar Health delivered strong Q1 2026 performance with increased earnings from operations to $704.1M and improved medical loss ratio to 70.5%. Oscar Health also achieved significant membership growth to 3,174,489 total members.
Bearish
Oscar Health's revenue growth was partially offset by increased risk adjustment transfers, and the company discontinued its Cigna+Oscar partnership. Oscar Health also faces risks from medical expense estimation, regulatory changes, and heightened competition.