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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Centene Corporation (CNC) is 9/10.
Centene delivered a dramatically improved Q1 with adjusted EPS of $3.37, up 20% year-over-year, and raised full-year guidance to greater than $3.40 from the prior $3.00, a 13% increase. Consolidated HBR improved sharply to 87.3%, and the Medicare segment doubled its outperformance while Medicaid HBR continued to improve at 93.1%. The March Wakely report validated marketplace dynamics and ABA trend stabilization provided a proof point, though marketplace silver tier members showed higher acuity than expected and Medicaid work requirements implementation approached.
Scored from Centene Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $40.80B | +3.4% | $0.56 | +569.1% | 9.1% | 0.4% | 0.7% | $-741M |
| FY2025 Q1 | $46.62B | +15.4% | $2.63 | +21.8% | 11.2% | 3.3% | 2.8% | $1.38B |
| FY2025 Q2 | $48.74B | +22.4% | $-0.51 |
| -123.6% |
| 6.0% |
| -0.9% |
| -0.5% |
| $1.58B |
| FY2025 Q3 | $49.69B | +18.2% | $-13.50 | -1092.6% | 16.4% | -14.0% | -13.3% | $1.15B |
| FY2025 Q4 | $49.73B | +21.9% | $-2.24 | -500.0% | 15.2% | -3.5% | -2.2% | $224M |
| FY2026 Q1 | $49.94B | +7.1% | $3.11 | +18.3% | 21.9% | 3.7% | 3.1% | $3.40B |
| FY2026 Q2 | $53.58B | +9.9% | $2.19 | +529.4% | 8.6% | 2.2% | 2.0% | $4.18B |
On August 12, 2026, Centene CFO Andrew Asher informed the company he intends to retire as Chief Financial Officer effective December 31, 2026, staying on as Strategic Advisor through 2027. Centene named Christopher Neczypor, former CFO of Lincoln National, as successor effective January 1, 2027. Centene reaffirmed its full-year 2026 adjusted EPS guidance of greater than 4.80 dollars.