Centene

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key metrics: total revenue reached $53.6B vs. $47.4B expected, while adjusted EPS of $2.51 outperformed the $1.08 mean estimate. The performance was driven by a sharp improvement in the Commercial HBR to 79.2% and robust PDP growth. Management raised the FY26 adjusted EPS guidance floor to >$4.80, signaling strong confidence in medical cost management and operational efficiency.