2Semana·

Centene Q2’25 Earnings Highlights

$CNC (+1,76 %)


🔹 Revenue: $48.74B  (Est. $44.24B) 🟢

🔹 Adj. EPS: ($0.16) (Est. $0.23) 🔴

🔹 Health Benefits Ratio: 93.0% (Est. 91.6%) 🔴; UP +5.4 ppts YoY

🔹 Total Premium & Service Revenue: $42.47 B; UP +18% YoY

🔹 SG&A Expense Ratio: 7.1%


Segment Revenue

🔹 Medicaid: $21.72B ; UP +7% YoY

🔹 Commercial: $10.07B;  UP +18% YoY

🔹 Medicare: $9.45B;  UP +58% YoY

🔹 Other: $1.22B;  UP +1% YoY


Other Metrics

🔹 Cash from Operations: $1.79B

🔹 Days in Claims Payable: 47 days


CEO Commentary

🔸 “We are disappointed by our second quarter results, but we have a clear understanding of the trends that have impacted our performance, and are working with urgency and focus to restore our earnings trajectory.” — Sarah M. London


🔸 “Despite the shifting landscape, we believe that the staying power of Medicaid, Medicare and the Individual Marketplace is as strong as it has ever been.” — Sarah M. London

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