Core Insights - Centene Corporation reported a quarterly loss of $1.19 per share, which was better than the estimated loss of $1.22 per share [1][3] - The company's revenue for the quarter ending December 2025 was $49.73 billion, exceeding the estimated $48.41 billion and representing a 21.9% increase from the previous year's $40.81 billion [2][6] - For the full year 2025, Centene reported a GAAP diluted loss per share of $13.53, while the adjusted diluted earnings per share were $2.08, with projections for adjusted diluted earnings per share to exceed $3.00 in 2026 [4][6] Financial Performance - Centene's EPS of -$1.19 was a positive surprise compared to the Zacks Consensus Estimate of a $1.25 loss, marking a 4.76% positive deviation [3] - The company has consistently exceeded consensus revenue estimates over the past four quarters, demonstrating strong performance [2] - The Health Benefits Ratio (HBR) for the fourth quarter of 2025 was 94.3%, indicating improvements in Medicaid HBR [4][6] Financial Metrics - Centene's price-to-earnings (P/E) ratio is -3.55, and the price-to-sales ratio is 0.10, reflecting its current negative earnings situation [5] - The debt-to-equity ratio stands at 0.84, suggesting a moderate level of debt compared to equity [5] - A current ratio of 1.08 indicates that Centene maintains a reasonable level of short-term financial health [5]

Core Viewpoint - Centene Corporation reported a fourth-quarter adjusted loss despite revenue exceeding Wall Street expectations, primarily due to high costs in the Commercial segment, leading to a more than 6% drop in shares following the announcement [1]. Financial Performance - The company recorded an adjusted loss of $1.19 per share for the quarter, which was slightly better than analyst expectations of a $1.22 loss [2]. - Revenue increased by 23% year over year to $49.73 billion, surpassing the consensus estimate of $48.39 billion [2]. - The consolidated health benefits ratio (HBR) rose sharply to 94.3%, compared to 89.6% in the same quarter last year [2]. Segment Analysis - The Commercial segment had an HBR of 95.4%, which was approximately 100 basis points above company expectations due to net out-of-period items [3]. - The Medicaid segment showed improvement with an HBR of 93.0%, reflecting a 40-basis-point sequential improvement from the third quarter [3]. Future Guidance - For the full year 2025, Centene reported adjusted earnings of $2.08 per share on revenue of $194.78 billion, indicating a 20% increase compared to 2024 [4]. - The company provided guidance for 2026, projecting adjusted earnings per share of more than $3.00, demonstrating confidence in its recovery efforts [4].

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Key Takeaways Centene incurred a Q4 adjusted loss of $1.19 per share despite revenues rising 21.9% year over year. CNC revenues rose on higher premiums and membership in PDP and Marketplace businesses.Centene saw membership fall 3.4% and medical costs surge, pushing the health benefits ratio to 94.3%.Centene Corporation (CNC) incurred a fourth-quarter 2025 adjusted loss per share of $1.19, narrower than the Zacks Consensus Estimate of a loss of $1.25 per share. Adjusted earnings of 80 cents per share were r ...

U.S. healthcare insurance provider Centene Corporation (NYSE:CNC) stock fell on Friday on a mixed outlook for fiscal 2026.Earnings SnapshotThe company reported a fourth-quarter 2025 adjusted loss of $1.19, beating the consensus loss of $1.22 per share, a turnaround from an income of 80 cents a year ago.Centene's sales surged from $40.81 billion to $49.73 billion, exceeding the consensus estimate of $48.39 billion.Centene's health benefits ratio (HBR) is 94.3%, up from 89.6% a year ago.The increase was prima ...

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'Salute to Service' and 'Strong Youth, Strong Communities' Events Bring Pro Football Legends to Sacramento and West Sacramento SACRAMENTO, Calif., Feb. 6, 2026 /PRNewswire/ -- On Wednesday, February 4, Health Net, one of California's most experienced Medi-Cal managed care health plans and a company of Centene Corporation (NYSE: CNC), teamed up with the Pro Football Hall of Fame to celebrate the lead-up to Super Bowl Sunday with two impactful events in the Sacramento region: "Salute to Service" and "Strong ...

Centene (NYSE:CNC) Q4 2025 Earnings call February 06, 2026 09:00 AM ET Company ParticipantsA.J. Rice - Managing DirectorAndrew Mok - DirectorDrew Asher - EVP and CFOJennifer Gilligan - SVP of Investor RelationsJosh Raskin - Co-Founder and PartnerSarah London - CEOConference Call ParticipantsAnn Hynes - Managing Director and Senior Healthcare Services Equity AnalystDave Windley - Managing Director and Senior Equity Research AnalystJustin Lake - Managing Director and Senior Analyst, HealthcareKevin Fischbeck ...

Centene (NYSE:CNC) Q4 2025 Earnings call February 06, 2026 09:00 AM ET Company ParticipantsA.J. Rice - Managing DirectorAndrew Mok - DirectorDrew Asher - EVP and CFOJennifer Gilligan - SVP of Investor RelationsJosh Raskin - Co-Founder and PartnerSarah London - CEOConference Call ParticipantsAnn Hynes - Managing Director and Senior Healthcare Services Equity AnalystDave Windley - Managing Director and Senior Equity Research AnalystJustin Lake - Managing Director and Senior Analyst, HealthcareKevin Fischbeck ...