Management
Management · earnings release
Sarah M. London · earnings statement
“Our second quarter results and improved full-year outlook represent meaningful milestones on our path to restoring profitability and increasing shareholder value,”
The Payer Record · CNC · Q2 2026
Centene Q2 2026 — the filed record
Source Statements — No Public Why FoundManagement is quoted · no explanatory analyst or media source was found
Target Changes — Why Not AvailableAction is public · model logic is not
Analyst action
Reported action · explanation unavailable
Argus upgrades Centene stock rating to buy on margin outlook
Why the target changed: not public. The linked report does not provide the analyst’s revised forecasts, valuation multiple, or assumptions. The results and guidance above may have informed the action, but the public record does not establish that connection.
Sourced Takeaways4 takeaways · every bullet sourced
- Adjusted EPS was $2.51; FY guide ≥$4.80.Filed8-K 2026-07-28 · EX-99.1
- Revenue was $53,579M; FY guide $193.5B–$197.5B.Filed8-K 2026-07-28 · EX-99.1
- Operating cost ratio was 7.0%; versus 7.1% a year earlier; FY guide 7.2 %–7.8 %.Filed8-K 2026-07-28 · EX-99.1
- Net income was $1,091M; versus ($253M) a year earlier.Filed8-K 2026-07-28 · EX-99.1
The NumbersReported · published precision · every figure sourced
| Metric | Q2 2026 | Prior yr | YoY | FY Guide |
|---|---|---|---|---|
| Adjusted EPS | $2.51 | — | — | ≥$4.80 |
| Revenue | $53,579M | — | — | $193.5B–$197.5B |
| Operating cost ratio | 7.0% | 7.1% | — | 7.2 %–7.8 % |
| Net income | $1,091M | ($253M) | — | — |
CMS ROWS ARE GROUND TRUTH, INDEPENDENT OF COMPANY REPORTING · PRECISION PER BRAND SPEC
The DocumentsEverything this record is built from
The filing every figure on this page is read from.
8-K 2026-07-28 · EX-99.1