earnings
confidence high
sentiment negative
materiality 0.80
Centene Q2 2025: diluted loss per share $(0.51); HBR rises to 93.0%
CENTENE CORP
2025-Q2 EPS reported
$2.13
revenue$95,362,000,000
- GAAP diluted loss per share $(0.51); adjusted diluted loss per share $(0.16).
- Premium & service revenues $42.5B (+18% YoY); total revenues $48.7B.
- Health benefits ratio 93.0% vs 87.6% YoY, driven by Marketplace risk adjustment reduction and higher Medicaid medical costs.
- SG&A expense ratio improved to 7.1% from 8.0% YoY; cash flow from operations $1.8B.
- CEO cites disappointment; Medicaid membership fell 0.3M due to redeterminations; Marketplace membership up 1.5M.