Talleyrand IntelligenceThe facts. Your judgement.

Clover Health Q2 2026 — the filed record

CALL 2026-08-05 RECORD PUBLISHED 2026-08-18 FILING RECORD · TRANSCRIPT ANALYSIS PENDING
Source Statements — No Public Why FoundManagement is quoted · no explanatory analyst or media source was found
Management
Management · earnings release

Andrew Toy · earnings statement

“Our results demonstrate that a wide-network, full-risk Medicare Advantage model can deliver better health outcomes, meaningful growth, and increasing profitability at the same time,”
Andrew ToyClover Health CEO8-K 2026-08-05 · EX-99.1 ↗
Sourced Takeaways5 takeaways · every bullet sourced
  1. Net income was $28.0M; versus ($10.6M) a year earlier; FY guide $20M–$35M.
    Filed8-K 2026-08-05 · EX-99.1
  2. Revenue was $743.2M; versus $477.6M a year earlier; FY guide $2.92B–$3.00B.
    Filed8-K 2026-08-05 · EX-99.1
  3. Medical membership was 157,309; +48% YoY; FY guide 156,000–158,000.
    Filed8-K 2026-08-05 · EX-99.1
  4. Adjusted EBITDA was $40.9M; versus $17.1M a year earlier; FY guide $70M–$85M.
    Filed8-K 2026-08-05 · EX-99.1
  5. Diluted EPS (GAAP) was $0.05; versus ($0.02) a year earlier.
    Filed8-K 2026-08-05 · EX-99.1
The NumbersReported · published precision · every figure sourced
MetricQ2 2026Prior yrYoYFY Guide
Net income$28.0M($10.6M)$20M–$35M
Revenue$743.2M$477.6M$2.92B–$3.00B
Medical membership157,309+48%156,000–158,000
Adjusted EBITDA$40.9M$17.1M$70M–$85M
Diluted EPS (GAAP)$0.05($0.02)
CMS ROWS ARE GROUND TRUTH, INDEPENDENT OF COMPANY REPORTING · PRECISION PER BRAND SPEC
The DocumentsEverything this record is built from
The filing every figure on this page is read from.
8-K 2026-08-05 · EX-99.1