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Centene (CNC)
NYSE:CNC
US Market
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Centene (CNC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-1.13
Last Year’s EPS
0.8
Same Quarter Last Year
Based on 15 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with strong performance in adjusted EPS, Medicaid HBR improvement, and Medicare segment consistency. However, there were notable challenges, including a significant goodwill impairment charge and ongoing medical cost pressures in the Marketplace segment.
Company Guidance
During Centene Corporation's third quarter 2025 earnings call, the company provided updated guidance and financial metrics reflecting significant progress on their financial goals. Centene reported a third-quarter adjusted EPS of $0.50, surpassing earlier expectations, and raised its full-year adjusted EPS forecast from $1.75 to at least $2. Key performance highlights included a 93.4% health benefits ratio (HBR) for Medicaid, aided by a $150 million revenue adjustment in Florida, and a 7.0% SG&A expense ratio, showcasing disciplined cost management. The Medicare segment performed according to expectations, with Medicare Advantage on track for a 2027 breakeven target. Centene also reported stronger-than-expected net investment income in the third quarter. Looking ahead, Centene plans to drive EPS growth in 2026, emphasizing margin improvement across its business lines while carefully navigating policy changes and market dynamics.
Adjusted EPS Exceeds Expectations
Centene reported third quarter adjusted EPS of $0.50, ahead of previous expectations, and increased the full-year adjusted EPS forecast to at least $2, up from $1.75.
Medicaid HBR Improvement
Medicaid HBR improved by 150 basis points sequentially, aided by a $150 million positive revenue adjustment in Florida, reflecting improvements in rate advocacy and program management.
Medicare Segment Consistency
Medicare segment, including Medicare Advantage and PDP, performed in line with expectations, with progress in Star ratings and stable HBR at 94.3%.
SG&A Efficiency
Adjusted SG&A expense ratio was strong at 7.0% in Q3 compared to 8.3% last year, driven by growth in PDP revenue and disciplined expense management.

Centene (CNC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CNC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2025 (Q4)
-1.13 / -
0.8
Oct 29, 2025
2025 (Q3)
-0.14 / 0.50
1.62-69.14% (-1.12)
Jul 25, 2025
2025 (Q2)
0.11 / -0.16
2.42-106.61% (-2.58)
Apr 25, 2025
2025 (Q1)
2.52 / 2.90
2.2628.32% (+0.64)
Feb 04, 2025
2024 (Q4)
0.49 / 0.80
0.4577.78% (+0.35)
Oct 25, 2024
2024 (Q3)
1.35 / 1.62
2-19.00% (-0.38)
Jul 26, 2024
2024 (Q2)
2.12 / 2.42
2.115.24% (+0.32)
Apr 26, 2024
2024 (Q1)
2.06 / 2.26
2.117.11% (+0.15)
Feb 06, 2024
2023 (Q4)
0.42 / 0.45
0.86-47.67% (-0.41)
Oct 24, 2023
2023 (Q3)
1.55 / 2.00
1.353.85% (+0.70)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CNC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$33.19$37.34+12.50%
Jul 25, 2025
$26.76$28.39+6.09%
Apr 25, 2025
$61.58$57.69-6.32%
Feb 04, 2025
$64.82$61.29-5.45%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Centene (CNC) report earnings?
Centene (CNC) is schdueled to report earning on Feb 10, 2026, Before Open (Confirmed).
    What is Centene (CNC) earnings time?
    Centene (CNC) earnings time is at Feb 10, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CNC EPS forecast?
          CNC EPS forecast for the fiscal quarter 2025 (Q4) is -1.13.
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