Raises FY26 earnings guidance to $600-800M at Investor Day

What did Oscar Health, Inc. announce?

At its 2026 Investor Day, Oscar Health raised full-year 2026 earnings from operations guidance by $100 million and improved its medical loss ratio outlook by 50 basis points, while reaffirming revenue.

Key details

• Earnings from Operations guidance raised to $600M-$800M from $500M-$700M, a $100M increase at both ends of the range.
• Medical Loss Ratio guidance improved to 81.0%-82.0% from 81.5%-82.5%, a 50 basis point improvement.
• Total Revenue guidance reaffirmed at $18.7B-$19.0B and SG&A Expense Ratio reaffirmed at 15.6%-16.1%.
• Disclosed under Item 7.01 (Regulation FD) in connection with the Investor Day held September 16, 2026 at 9:00 a.m. ET; webcast archived for 90 days.

Why it matters

This 8-K reports a change to forward guidance at Oscar Health, Inc.. The likely share-price reaction reads as positive.

More from Oscar Health, Inc.

• 13D/A

  Sep 19, 2026
  Thrive Capital reshuffles 12.1% Oscar Health stake among affiliated funds

All Oscar Health, Inc. SEC filings →