Filing Flows › Industries › Financials › Hospital & Medical Service Plans
Hospital & Medical Service Plans SIC 6324
10 companies filing with the SEC under SIC 6324. Median revenue growth +8% year on year in Q3 2026 (middle half +2% to +34%, 10 companies). The growth model expects the industry's combined revenue to grow +9% in Q3 2026. 13 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- HUM → U.S. government 83% of the supplier's revenue, $107.6B
- ELV → U.S. government 32% of the supplier's revenue, $63.7B
- COR → CI 13% of the supplier's revenue, $41.8B
- HUM → Medicare & Medicaid 14% of the supplier's revenue, $18.2B
- MOH → Medicare & Medicaid 13% of the supplier's revenue, $5.9B
- SLQT → HUM 39% of the supplier's revenue, $631M
- EVH → MOH 26% of the supplier's revenue, $482M
- EVH → CNC 12% of the supplier's revenue, $229M
- EHTH → HUM 35% of the supplier's revenue, $194M
- HNGE → ELV 17% of the supplier's revenue, $101M
- AMWL → ELV 24% of the supplier's revenue, $59.8M
- SYRA → HUM 37% of the supplier's revenue, $2.7M
- AMZN → OSCR
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +9.3% | $363.1B | $343.2B – $383.1B |
| Q4 2026 | +11.0% | $370.6B | $346.0B – $395.2B |
| Q1 2027 | +12.1% | $378.7B | $351.8B – $405.6B |
| Q2 2027 | +12.7% | $390.9B | $362.3B – $419.6B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| UNH UnitedHealth Group | $112.7B | -0.4% | mature |
| CI Cigna | $73.7B | +6% | mature |
| ELV Elevance Health | $51.4B | +1% | mature |
| CNC Centene | $50.6B | +2% | deceleration |
| HUM Humana | $41.2B | +26% | transition |
| MOH Molina Healthcare | $11.1B | -3% | mature |
| OSCR Oscar Health | $5.1B | +72% | expansion |
| ALHC Alignment Healthcare | $1.4B | +37% | expansion |
| CLOV Clover Health Investments | $759M | +53% | transition |
| TRUP Trupanion | $406M | +11% | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.