Insights
Centene Corporation Q1 2026 Earnings Call Insight
Centene’s Q1 2026 results landed roughly $0.50 ahead of its own internal expectations, with adjusted EPS of $3.37 and a 58% beat over Street consensus.
April 29, 2026
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Centene’s Q1 2026 results landed roughly $0.50 ahead of its own internal expectations, with adjusted EPS of $3.37 and a 58% beat over Street consensus.
The most significant finding from UnitedHealth Group’s Q1 2026 results is not the beat itself—it is what the beat signals about the trajectory of the turnaround.
The most significant and surprising finding in Molina Healthcare’s Q1 2026 results is not the EPS beat—it is the explicit reversal of the 2025 acuity shift that destroyed earnings for the sector.
CVS Health delivered Q4 2025 adjusted EPS of $1.09, beating consensus of $1.00, on revenue of $105.7B (up 8.2% YoY). Full year 2025 adjusted EPS of $6.75 exceeded initial guidance on revenue of $402.1B (up 7.8%).
Molina Healthcare reported a Q4 2025 adjusted loss of $2.75 per share versus expectations of $0.34 EPS, a 909% miss that triggered a 30% premarket stock decline. The miss was driven by $2.00/share of unexpected California retroactive premium adjustments and persistent medical cost trend pressure across Medicare and Marketplace.
The most striking revelation from Centene’s Q4 2025 earnings call: management explicitly acknowledged that if they only deliver a stable 93.7% Medicaid HBR in 2025, CEO Sarah London will be “very disappointed”—signaling aggressive expectations for margin improvement beyond the conservative guidance baseline.
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