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Centene Q2'25 result highlights

$CNC (+4,72%)

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Next sale in the health insurance sector ?


🔹 Revenue: USD 48.74 billion (estimated USD 44.24 billion) ✅

🔹 Adjusted earnings per share: ( USD 0.16) (estimated USD 0.23) ❌

🔹 Health insurance ratio: 93.0% (estimated 91.6%) ❌ ; increase of +5.4 percentage points compared to the previous year

🔹 Total income from premiums and services: USD 42.47 billion; increase of 18% compared to the previous year

🔹 Selling and administrative expenses ratio: 7.1 %


Segment revenue:


🔹 Medicaid: USD 21.72 billion; increase of 7% compared to the previous year

Commercial: USD 10.07 billion; increase of 18% compared to the previous year

🔹 Medicare: USD 9.45 billion; increase of 58% compared to the previous year

🔹 Other: USD 1.22 billion; increase of 1% compared to the previous year


Other metrics

🔹 Cash flow from operating activities: USD 1.79 billion

🔹 Payability days for claims: 47 days


CEO comment:


➡️ "We are disappointed with our second quarter results, but have a clear understanding of the trends that impacted our performance and are working diligently and with focus to restore our earnings performance." - Sarah M. London


➡️ "Despite the changing landscape, we believe the staying power of Medicaid, Medicare and the Individual Marketplace is stronger than ever." - Sarah M. London


$UNH (+0,61%)
$US60855R1005 (+3,82%)
$CVS (+3,07%)
$CI (+0,55%)
$XDWH (+0,45%)

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14 Comentários

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Heavy, -65% YTD
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@GGHyperX yes, it's all a bit exaggerated 😁, it's also clear that there are headwinds here, exaggeration to the downside. However, this should be more than priced in by now, it feels like the system is being converted to a state-run one and insurers will soon no longer exist 😂
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@BamBamInvest with the US debt, the very, let's call it autonomous philosophy of life, not to say anti-socialist, coupled with 🍊 I doubt a short to medium-term nationalization of the industry 😅
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@GGHyperX Or as I call it: Tuesday
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Phew, another -10%... I can't wait to see if UNH doesn't suffer the same fate next week
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@parlania I'm also curious, but $UNH has already delivered more and has already suspended guidance.
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When will the sun shine again?
What do you think?
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@asset_sage_2025 I think things will get better at the latest when the contributions are increased next year and the elections come early next year.

Apart from that, if we get more vola now in the short term there will be more money coming in, look how historically bombed out the sector is and we are trading the future.
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@BamBamInvest Yes, that would be good
I agree about the future
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@asset_sage_2025 I think this is an incredible opportunity, if you ever wanted to invest here, then now and if you can't decide then $XDWH 👍
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@asset_sage_2025 Unfortunately, I got in before the numbers in this case
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There is currently no reason to invest in this area. These low P/E ratios are not there for nothing. $UNH is also facing potential lawsuits, so why put money into it?
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@Michey777 have already written something about this several times, do what you think is right ✌️.
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