The record starts accreting with the next priced report.
2-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
MOH kept 0.55% of Q2 FY2026 revenue as profit. Revenue +0.72% on Q1 FY2026, −4.84% on Q2 FY2025.
Revenue
$10.9B▲ +0.72% q/q
Gross profit
$1.4B▼ −6.03% q/q
13.19% margin
Cost of revenue
$9.4B▲ +1.83% q/q
Operating income
$145M▲ +74.70% q/q
1.33% margin
Operating expenses
$1.3B▼ −10.67% q/q
SG&A $724M
Other operating $525M
Depreciation $40M
Pre-tax income
$91M▲ +213.79% q/q
Net income
$60M▲ +328.57% q/q
0.55% margin
Tax
$31M▲ +106.67% q/q
Other expense
$54M
Revenue$10.9B
Gross profit$1.4B13.19%
Operating income$145M1.33%
Pre-tax income$91M
Net income$60M0.55%
Cost of revenue
$9.4B · 86.81%
Operating expenses
$1.3B · 11.85%
Tax
$31M · 0.29%
Other expense leaves
$54M · 0.50%
Standardized lines from MOH’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
CPIconsumer prices1.5×up 6 of 9±2.7% vs ±1.9% · 9
PPIproducer prices1.4×up 4 of 9±2.6% vs ±1.9% · 9
NFPjobs report1.1×up 1 of 9±1.9% vs ±1.9% · 9
PCEpersonal income & outlays0.9×up 13 of 18±1.7% vs ±1.9% · 18
FOMCrate decision0.9×up 13 of 24±1.7% vs ±1.9% · 24
GDPgross domestic product0.8×up 12 of 18±1.6% vs ±1.9% · 18
CPROFcorporate profits0.8×up 7 of 11±1.5% vs ±1.9% · 11
How MOH has moved on past release days against its ordinary ±1.9% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.
Positioning
4 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.