CNC
Centene·NYSE
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CNC fundamentals
Centene (CNC) released its earnings on Oct 29, 2025: revenue was 49.69B (YoY +18.25%), beat estimates; EPS was 0.5 (YoY -69.14%), beat estimates.
Revenue / YoY
49.69B
+18.25%
EPS / YoY
0.5
-69.14%
Report date
Oct 29, 2025
CNC Earnings Call Summary for Q3,2025
- Revenue Beat: Q3 2025 adjusted EPS $0.50 vs. $1.75 prior guidance, driven by Florida CMS retroactive revenue and cost control. Full year EPS updated to $2.00+.
- Marketplace 2026 Strategy: Rates +30% YoY, pricing for eAPTC expiration and program integrity shifts. 2026 margin recovery assumes eAPTCs expire as current law.
- Medicaid Stability: 2026 HBR expected flat at 93.7%, with levers like high-cost drug carve-outs and state rate advocacy. 2027 margin normalization path with CMS Star rating improvements.
- Risk Factors: eAPTC policy uncertainty, 15-30% 2026 Marketplace contraction, and state work requirement implementation delays.
- Liquidity Strength: $357M unregulated cash, $1.4B Q3 cash flow. 2026 guidance: flat Medicaid, breakeven Medicare, and 2026 PDP positioning within risk corridors.
EPS
Revenue
Revenue & Expenses
CNC has released its 2025 Q3 earnings report, with revenue of 49.69B, reflecting a YoY change of 18.24%, and net profit of -6.63B, showing a YoY change of -1034.08%. The Sankey diagram below clearly presents CNC's revenue sources and cost distribution.
Key Indicators
Centene (CNC) key financial stats and ratios, covering profitability, financial health, and leverage.
Centene (CNC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Centene (CNC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Centene (CNC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Centene (CNC) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Centene (CNC) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is Centene's gross profit margin?What guidance did Centene's management provide for the next earnings period?What is the market's earnings forecast for Centene next quarter?What does Centene do and what are its main business segments?What is the revenue and EPS growth rate for Centene year over year?What is Centene's latest dividend and current dividend yield?What were the key takeaways from Centene’s earnings call?What were the key takeaways from Centene's earnings call?
