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.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Centene(CNC) the Revenue is 53.58 B (+9.92%), Beat estimate;the EBIT is 1.411 B (+716.2%), Beat estimate;the EPS is 2.19 (+529.4%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
53.58B9.92%
47.45B2.65%
+6.13B12.57%
EBITExceed expectations
1.41B716.16%
0.53B330.49%
+0.88B385.67%
EPSExceed expectations
2.19529.41%
0.7616249.34%
+1.4284280.07%
Upcoming earnings report - Q3 FY2026
Available dateOct 27, 2026
Estimate Revenue$46.95 B
Estimate EBIT-$151.27 M
Estimate EPS-$0.1543
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