NYSE$ELV

Elevance Health Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Elevance Health reported strong financial performance in Q2 2023, marked by double-digit growth in revenue, operating earnings, and adjusted earnings per share, driven by solid execution and strategic progress.

Elevance Health reported a strong Q2 2023, with a 12.7% year-over-year increase in operating revenue to $43.4 billion and a 12.0% increase in operating gain to $2.6 billion. GAAP net income was $7.79 per share, and adjusted net income was $9.04 per share. Medical enrollment increased to 48.0 million members.

  • GAAP net income was $7.79 per share, including net negative adjustment items of $1.25 per share; adjusted net income was $9.04 per share.
  • Operating revenue grew 12.7% year-over-year to $43.4 billion.
  • Operating gain grew 12.0% year-over-year to $2.6 billion.
  • Medical enrollment increased by 938 thousand members year-over-year, reaching 48.0 million members.

Headline financials

Total Revenue

$43.7B

Previous: $38.6B+13.0%
EPS (adj)

$9.04

Previous: $8.04+12.4%
Total Medical Membership

48.0M

Previous: 47.1M+1.9%
Capital Expenditures

-$651M

Previous: -$549M-18.6%
Free Cash Flow

$1.2B

Previous: $1.1B+8.9%
Net Income

$1.85B

Previous: $1.65B+12.1%
Operating Income

$2.63B

Previous: $2.37B+11.0%
Gross Profit

$39.3B

Previous: $35.6B+10.6%
Cash & Equivalents

$9.99B

Previous: $6.46B+54.8%
Total Assets

$109B

Previous: $101B+8.2%
Stock-Based Comp

$78M

Previous: $72M+8.3%

Revenue & EPS history

Elevance Health · Revenue · Quarterly

$43.7B

Q2 2023+13%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Elevance Health · $38B total across 1 segment · Q2 2023

  • Health Benefits
    $38B

Forward guidance

Elevance Health expects GAAP net income to be greater than $29.09 per share in 2023, and adjusted net income to be greater than $32.85 per share.

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 2023

Historical avgQ2 2023

-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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