Earnings Call Summary | Elevance Health(ELV.US) Q1 2024 Earnings Conference
Earnings Call Summary | Elevance Health(ELV.US) Q1 2024 Earnings Conference
The following is a summary of the Elevance Health, Inc. (ELV) Q1 2024 Earnings Call Transcript:
以下是Elevance Health, Inc.（ELV）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Elevance Health reported Q1 earnings per share of $9.59 (GAAP) and $10.64 (adjusted), reflecting a growth of 12.5%.
The company's operating revenue for the quarter amounting to $42.3 billion.
Growth in operating gains from both the Health Benefits and Carelon segments led to a 7% increase in consolidated adjusted operating gains.
The company increased the guidance for adjusted earnings per share to be greater than $37.20, showing confidence in future growth.
It is expected to have over $4 billion in annualized debt revenue, bolstering its financial standing.
Benefit expense ratio was driven by commercial margins recovering from lows during the pandemic.
The company's long-term aim is to generate a compound annual growth rate of at least 12%.
Elevance Health公佈的第一季度每股收益爲9.59美元（GAAP）和10.64美元（調整後），增長了12.5％。
該公司本季度的營業收入爲423億美元。
健康福利板塊和Carelon板塊的營業收益均增長使調整後的合併營業收益增長了7％。
該公司將調整後每股收益的預期提高至37.20美元以上，這表明了對未來增長的信心。
預計其年化債務收入將超過40億美元，從而鞏固其財務狀況。
福利支出比率是由商業利潤率從大流行期間的低點回升所推動的。
該公司的長期目標是實現至少12％的複合年增長率。
Business Progress:
業務進展：
Elevance Health has formed a strategic partnership with Clayton, Dubilier & Rice to build a payer-agnostic advanced primary care and physician-enablement business.
Acquisitions of Paragon Healthcare and Kroger's Specialty Pharmacy have strengthened Elevance's Carelon and pharmacy strategy.
The company was selected by Maryland Department of Health to provide behavioral health management services to around 1.7 million Medicaid members from 2025.
Elevance Health's efforts to improve corporate culture have been recognized by Fortune magazine, with listings among 100 Best Companies to Work for, World's Most Admired Companies, and America's Most Innovative Companies.
Approximately a third of the company's members are currently under risk arrangement, indicating a move towards risk-based models.
The company plans to launch significant full-risk arrangements in 2024, including the oncology and serious mental illness segments within the Medicaid business.
There is ongoing focus on defending their procurement in Georgia and launching in Virginia, with expansion into Florida and new geographies for specialty populations.
Elevance's strong Q1 performance and strategic partnerships and acquisitions reflect the company's commitment to its stakeholders and position it for future success.
Elevance Health已與Clayton、Dubilier & Rice建立了戰略合作伙伴關係，以建立與付款人無關的高級初級保健和醫生支持業務。
對Paragon Healthcare和克羅格專業藥房的收購加強了Elevance的Carelon和藥房戰略。
該公司被馬里蘭州衛生部選中，從2025年起爲約170萬醫療補助成員提供行爲健康管理服務。
Elevance Health改善企業文化的努力獲得了《財富》雜誌的認可，入選了100家最佳工作公司、全球最受尊敬的公司和美國最具創新力的公司。
該公司約有三分之一的成員目前處於風險安排之下，這表明正在向基於風險的模型邁進。
該公司計劃在2024年啓動重大的全風險安排，包括醫療補助業務中的腫瘤學和嚴重精神疾病領域。
他們一直專注於爲其在佐治亞州的採購提供辯護，並在弗吉尼亞州推出，並將業務擴展到佛羅里達州，併爲特殊人群開闢新的地區。
Elevance第一季度的強勁業績以及戰略合作伙伴關係和收購反映了公司對利益相關者的承諾，併爲未來的成功做好了準備。
More details: Elevance Health IR
更多詳情： Elevance 健康 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。