NYSE$ELV

Elevance Health Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Elevance Health reported strong financial performance in Q2 2022, marked by double-digit growth in revenue, operating earnings, and adjusted earnings per share. The company has raised its outlook for 2022 earnings per share.

Elevance Health's Q2 2022 results showcased strong financial performance with double-digit growth in revenue, operating earnings, and adjusted earnings per share. The company reported an increase in medical enrollment and has raised its outlook for 2022 earnings per share.

  • GAAP net income was $6.79 per share, including net negative adjustment items of $1.25 per share. Adjusted net income was $8.04 per share.
  • Operating revenue grew 15.6% over the prior year quarter to $38.5 billion.
  • Operating gain grew 13.7% over the prior year quarter to $2.4 billion.
  • Medical enrollment increased 2.7 million members year-over-year and 276 thousand members during the quarter to 47.1 million members.

Headline financials

Total Revenue

$38.6B

Previous: $33.9B+14.1%
EPS (adj)

$8.04

Previous: $7.03+14.4%
Total Medical Membership

47.1M

Previous: 44.3M+6.3%
Capital Expenditures

-$549M

Previous: -$489M-12.3%
Free Cash Flow

$1.1B

Previous: $1.3B-15.3%
Net Income

$1.65B

Previous: $1.79B-7.8%
Operating Income

$2.37B

Previous: $2.08B+13.7%
Gross Profit

$35.6B

Previous: $31.2B+13.8%
Cash & Equivalents

$6.46B

Previous: $5.26B+22.8%
Total Assets

$101B

Previous: $96.1B+5.0%
Stock-Based Comp

$72M

Previous: $69M+4.3%

Revenue & EPS history

Elevance Health · Revenue · Quarterly

$38.6B

Q2 2022+14.1%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Elevance Health · $36.7B total across 1 segment · Q3 2023

  • Health Benefits
    $36.7B

Forward guidance

The Company now expects GAAP net income to be greater than $25.28 per share, including approximately $3.42 per share of net unfavorable items. The Company now expects full-year adjusted net income to be greater than $28.70 per share, based on stronger than expected results year-to-date.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+2.4%

Avg return

30 days after

54%

25 / 46 earnings

Positive

+11.1%

Q4 2018

Best reaction

-15.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.3%+8.5%+20.3%
Q4 2025+5.1%+5.9%-0.9%
Q3 2025-1.1%-3.3%-11.3%
Q2 2025+0.3%+6.0%+5.9%
Q1 2025+2.1%+3.7%-5.5%
Q4 2024+2.9%+3.8%-1.4%
Q3 2024-15.0%-15.5%-19.4%
Q2 2024-8.7%-8.9%-1.7%
Q1 2024+4.1%+4.7%+7.6%
Q4 2023+1.8%+3.0%+8.9%
Q3 2023-0.6%-3.0%-0.6%
Q2 2023+7.2%+6.2%+4.3%
Q1 2023-5.8%-4.2%-5.2%
Q4 2022+3.6%+2.2%-0.1%
Q3 2022+2.0%+10.1%+3.6%
Q2 2022-7.6%-5.3%+1.2%
Q1 2022+1.1%-2.0%-4.7%
Q4 2021-0.8%+0.4%+3.3%
Q3 2021+9.3%+10.4%+5.5%
Q2 2021-1.4%-2.9%-3.1%
Q1 2021-0.5%-1.1%+3.7%
Q4 2020-3.8%-6.4%-3.0%
Q3 2020-8.6%-6.9%+4.7%
Q2 2020+4.5%+2.1%+4.5%
Q1 2020+4.7%+1.0%+9.7%
Q4 2019-8.4%-8.2%-11.4%
Q3 2019-0.3%+2.9%+12.1%
Q2 2019-2.9%-1.4%-13.9%
Q1 2019+2.1%+6.2%+10.6%
Q4 2018+11.1%+11.6%+12.8%
Q3 2018+0.2%+1.4%+9.3%
Q2 2018+0.4%+2.5%+7.8%
Q1 2018+5.3%+4.9%+3.3%
Q4 2017+0.2%-5.3%-4.3%
Q3 2017+6.0%+7.3%+12.9%
Q2 2017-3.7%-2.3%+1.1%
Q1 2017+3.4%+3.9%+6.2%
Q4 2016+2.3%+1.7%+7.7%
Q3 2016+2.2%+5.2%+23.6%
Q2 2016-3.4%-7.3%-9.2%
Q1 2016-2.1%
Q4 2015-8.2%
Q3 2015-2.3%
Q2 2015+0.4%
Q1 2015-2.1%
Q4 2014-0.5%
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2011
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2009
Q1 2010
Q4 2007
Q4 2009
Q3 2009
Q3 2008
Q4 2008
Q2 2009
Q2 2008

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