Centene Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
46.1%projected annual EPS growth
Analyst Coverage
18analysts covering
FY Revenue (est.)
$195.9Bnext fiscal year
FY EPS (est.)
$4.89next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release & Webcast | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Health Benefits Ratio (HBR) Quarterly8,730.0%Target: 90.9% to 91.7% (Full-Year 2026 Guidance)
Adjusted Diluted Earnings Per Share (EPS) Quarterly3.4Target: Greater than $3.40 (Full-Year 2026 Guidance Floor)
Total Health Plan Membership Quarterly26.3MTarget: Stabilization following Medicaid redeterminations and ACA Marketplace shifts
Adjusted SG&A Expense Ratio Quarterly760.0%Target: 7.0% to 7.6% (Full-Year 2026 Guidance)
Watch Items
- Medicaid HBR and State Rate AdjustmentsAction: Evaluate state-directed payment yields and rate increases relative to medical cost trends.
- ACA Marketplace Membership and Risk Pool MorbidityAction: Assess the impact of the June Wakely risk adjustment data and adjust go-to-market pricing strategies.
- Workforce Restructuring and Voluntary BuyoutsTrigger: Failure to meet voluntary separation targets leading to involuntary layoffsAction: Monitor SG&A run-rate savings and restructuring charges in upcoming quarterly reports.
Research as of 2 Sep 2026