earnings
confidence high
sentiment positive
materiality 0.65
Centene announces 2025 adj. EPS guidance >$7.25, 6% YoY growth; reaffirms 2024
CENTENE CORP
- 2025 adj. diluted EPS guidance >$7.25; GAAP diluted EPS >$6.19.
- 2025 total revenues $166.5B-$169.5B; premium and service revenues $154B-$156B.
- 2025 HBR 88.4%-89.0%; adjusted SG&A ratio 8.1%-8.7%; effective tax rate 21.5%-22.5%.
- Reaffirms 2024 adj. diluted EPS >$6.80, premium rev $143.5B-$144.5B, HBR 88.3%-88.5%.
- Virtual investor day held Dec 12; webcast replay available for 12 months.