earnings
confidence high
sentiment positive
materiality 0.80
Centene Q1 adjusted EPS $2.90 beats $2.26 YoY; raises FY revenue guidance by $6B
CENTENE CORP
2025-Q1 EPS reported
$2.63
revenue$46,620,000,000
- Adjusted diluted EPS of $2.90 vs $2.26 in Q1 2024 (+28%); GAAP EPS $2.63.
- Premium & service revenues $42.5B, up 17% YoY; raises FY guidance to $164-166B (+$6B).
- Marketplace membership up 29% to 5.6M; Medicare PDP up 22% to 7.9M.
- Nevada and Illinois contract wins: SilverSummit re-selected for Medicaid; Meridian for dual eligibles.
- HBR 87.5% (vs 87.1%); cash flow from ops $1.5B, partially delayed state premium payment.