Earnings Roundup: T-Mobile and Humana Beat, Kraft Heinz Sales Decline

In the latest round of earnings reports, T-Mobile US, Inc. (NASDAQ: TMUS), The Kraft Heinz Company (NASDAQ: KHC), and Humana Inc. (NYSE: HUM) each presented their financial results for the fourth quarter and full year of 2025. T-Mobile showcased its strong performance, surpassing expectations with both earnings per share (EPS) and revenue, driven by its industry-leading customer growth and network quality.

Meanwhile, Kraft Heinz reported a decline in net sales and gross profit margin, yet managed to beat EPS expectations, as the company focuses on returning to profitable growth. Humana demonstrated resilience by exceeding EPS and revenue expectations, despite facing challenges in its Medicare Advantage plans.

The earnings reports highlight the diverse challenges and opportunities faced by companies across different industries. T-Mobile’s strong customer growth and network leadership position it for continued success, while Kraft Heinz’s strategic investments aim to revitalize its business. Humana’s focus on Medicare Advantage membership growth and operational excellence underscores its commitment to delivering value to its members.

Each company provides unique insights into their strategies and future outlooks, offering investors a glimpse into their respective paths forward.

Fourth-Quarter Performance Breakdown

T-Mobile US, Inc. reported a robust performance for the fourth quarter and full year of 2025, exceeding expectations with an EPS of $2.14, compared to the anticipated $2.04. The company’s revenue also surpassed projections, reaching $24.33 billion, slightly above the expected $24.18 billion.

T-Mobile’s success is attributed to its industry-leading customer growth, with significant net customer additions across postpaid, broadband, and 5G segments. The company also achieved notable accolades, such as being rated highest for network quality in multiple regions by J.D. Power, further solidifying its position as a leader in the telecommunications industry.

The Kraft Heinz Company faced challenges with a 3.4% decline in net sales for the fourth quarter, amounting to $6.35 billion, slightly below the expected $6.38 billion. Despite this, Kraft Heinz managed to beat EPS expectations, reporting $0.67 compared to the anticipated $0.61.

The company’s performance was impacted by non-cash impairment losses and a decrease in gross profit margin. However, Kraft Heinz remains focused on returning to profitable growth, with strategic investments in marketing, sales, and R&D aimed at revitalizing its iconic brands.

Humana Inc. reported a better-than-expected performance for the fourth quarter, with an EPS of -$3.96 compared to the anticipated -$4.00. The company’s revenue reached $32.52 billion, surpassing the expected $32.04 billion. Humana’s results were driven by higher premiums from Medicare and state-based contracts, as well as membership growth in its state-based contracts and stand-alone PDP businesses.

The company continues to focus on expanding its Medicare Advantage membership and enhancing its CenterWell and Medicaid platforms.

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Full-Year Forecast and Strategic Plans

Looking ahead, T-Mobile is optimistic about its future growth prospects. The company anticipates continued industry-leading growth in 2026, with core adjusted EBITDA expected to increase by 10% year-over-year, reaching between $37.0 billion and $37.5 billion.

T-Mobile also projects net cash provided by operating activities to be between $28.0 billion and $28.7 billion, with adjusted free cash flow ranging from $18.0 billion to $18.7 billion. The company’s commitment to network leadership and customer-centric strategies positions it well for sustained success.

Kraft Heinz has outlined its guidance for 2026, expecting organic net sales to decline by 1.5% to 3.5% compared to the prior year. The company plans to invest approximately $600 million across marketing, sales, and R&D to drive product superiority and select pricing.

Kraft Heinz anticipates adjusted EPS to range between $1.98 and $2.10, with a focus on enhancing its balance sheet and free cash flow capabilities. The company’s strategic pause on separation work allows it to concentrate resources on achieving profitable growth.

Humana’s guidance for 2026 includes GAAP EPS of at least $8.89 and adjusted EPS of at least $9.00. The company expects individual Medicare Advantage membership growth of approximately 25% over 2025, driven by new sales and improved retention.

Humana also anticipates continued growth in its CenterWell and Medicaid platforms, with a focus on enhancing member and patient outcomes. The company’s strategic initiatives and operational excellence are expected to support its long-term growth objectives.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.