earnings
confidence high
sentiment positive
materiality 0.80
Centene Q1 2026 GAAP EPS $3.11, Adjusted EPS $3.37; Raises 2026 Guidance
CENTENE CORP
2026-Q1 EPS reported
$3.11
revenue$49,944,000,000
- GAAP diluted EPS $3.11, adjusted diluted EPS $3.37 (~$0.50 above expectations).
- 2026 adjusted diluted EPS guidance raised to greater than $3.40 (from prior).
- Total revenues $49.9B, premium & service revenues $44.7B (+5% YoY).
- Consolidated HBR 87.3% (down 20 bps); Medicaid HBR 93.1%, Medicare HBR 84.9%.
- Reduced debt by $1.0B during Q1; total debt $16.4B, no revolver drawn.