Latest Earnings Results: Q2 '26
Estimated EPS
$0.40
Reported EPS
$1.10
Surprise
+173.22%
Estimated Rev
$4.73B
Reported Rev
$4.79B
Surprise
+1.25%
• Reported GAAP EPS of $1.20 up 234.83% YoY • Reported revenue of $4.88B up 70.40% YoY • Oscar Health, Inc. updated its full-year 2026 outlook, projecting total revenue between $18.7 billion and $19.0 billion, a medical loss ratio of 81.5% to 82.5%, and earnings from operations of $500M-$700M.
Bullish Takeaway
Oscar Health, Inc. achieved record profitability and strong growth in the first half of 2026, supported by disciplined pricing, improved underwriting performance, and significant operational leverage across its expanding member base.
Bearish Takeaway
Oscar Health, Inc. faces material risks from potential regulatory shifts in healthcare laws, inherent uncertainties in accurately estimating medical expenses, and governance implications arising from its dual class controlled company structure.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | -$0.21 | -- | -- | N/A |
Q2 '26 | $0.40 | $1.10 | 173.22% | BEAT |
Q1 '26 | $1.11 | $2.07 | 86.81% | BEAT |
Q4 '25 | -$0.89 | -$1.24 | -38.60% | MISSED |
Q3 '25 | -$0.54 | -$0.53 | 2.60% | BEAT |