HighGravityDataCurrent guidance
17 items
Centene
Guidance from Centene’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Jul 28, 2026
Data checked
Jul 28, 2026
What changed in the Jul 28, 2026 release
Each item compared with the same item in the previous release (Apr 28, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Premium and service revenues | for FY2026 | “$171.0 billion to $175.0 billion” | “$173.0 billion to $177.0 billion” | Filing ↗ |
| Raised | Premium and service revenues (in billions) | for FY2026 | “$171.0” – “$175.0” | “$173.0” – “$177.0” | Filing ↗ |
| New | Total revenues | for FY2026 | — | “$193.5 billion to $197.5 billion” | Filing ↗ |
| Raised | Total revenues (in billions) | for FY2026 | “$187.5” – “$191.5” | “$193.5” – “$197.5” | Filing ↗ |
| Raised | Adjusted diluted EPS floor | for FY2026 | “greater than $3.40” | “greater than $4.80” | Filing ↗ |
| Raised | GAAP diluted EPS floor | for FY2026 | “greater than $2.37” | “greater than $3.11” | Filing ↗ |
| New | Adjusted effective tax rate | for FY2026 | — | “25.5 % 26.5 %” | Filing ↗ |
| Lowered | Adjusted effective tax rate (3) | for FY2026 | “26.0%” – “27.0%” | “25.5%” – “26.5%” | Filing ↗ |
| New | Adjusted SG&A expense ratio | for FY2026 | — | “6.9 % 7.5 %” | Filing ↗ |
| Lowered | Adjusted SG&A expense ratio (2) | for FY2026 | “7.0%” – “7.6%” | “6.9%” – “7.5%” | Filing ↗ |
| Raised | Diluted shares outstanding (in millions) | for FY2026 | “495.6” – “498.6” | “497.0” – “500.0” | Filing ↗ |
| Lowered | Effective tax rate | for FY2026 | “27.0%” – “28.0%” | “26.5 % 27.5 %” | Filing ↗ |
| Lowered | HBR | for FY2026 | “90.9%” – “91.7%” | “90.5 % 91.3 %” | Filing ↗ |
| Raised | Investment and other income expectation | for FY2026 | “$1.45 billion” | “$1.50 billion” | Filing ↗ |
| New | SG&A expense ratio | for FY2026 | — | “7.2 % 7.8 %” | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Premium and service revenues | “$173.0 billion to $177.0 billion” | for FY2026 | GAAP-tied | Apr 28, 2026 | 2 | Filing ↗ |
| Premium and service revenues (in billions) | “$173.0” – “$177.0” | for FY2026 | GAAP-tied | Feb 6, 2026 | 3 | Filing ↗ |
| Total revenues | “$193.5 billion to $197.5 billion” | for FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| Total revenues (in billions) | “$193.5” – “$197.5” | for FY2026 | GAAP-tied | Feb 6, 2026 | 3 | Filing ↗ |
| Adjusted diluted EPS | “greater than $3.00” | for FY2026 | Company-defined | Feb 6, 2026 | 1 | Filing ↗ |
| Adjusted diluted EPS floor | “greater than $4.80” | for FY2026 | Company-defined | Apr 28, 2026 | 2 | Filing ↗ |
| GAAP diluted EPS | “> $1.98” | for FY2026 | GAAP-tied | Feb 6, 2026 | 1 | Filing ↗ |
| GAAP diluted EPS floor | “greater than $3.11” | for FY2026 | GAAP-tied | Apr 28, 2026 | 2 | Filing ↗ |
| Adjusted effective tax rate | “25.5 % 26.5 %” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Adjusted effective tax rate (3) | “25.5%” – “26.5%” | for FY2026 | Company-defined | Feb 6, 2026 | 3 | Filing ↗ |
| Adjusted SG&A expense ratio | “6.9 % 7.5 %” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Adjusted SG&A expense ratio (2) | “6.9%” – “7.5%” | for FY2026 | Company-defined | Feb 6, 2026 | 3 | Filing ↗ |
| Diluted shares outstanding (in millions) | “497.0” – “500.0” | for FY2026 | GAAP-tied | Feb 6, 2026 | 3 | Filing ↗ |
| Effective tax rate | “26.5 % 27.5 %” | for FY2026 | GAAP-tied | Feb 6, 2026 | 3 | Filing ↗ |
| HBR | “90.5 % 91.3 %” | for FY2026 | Company-defined | Feb 6, 2026 | 3 | Filing ↗ |
| Investment and other income expectation | “$1.50 billion” | for FY2026 | Company-defined | Apr 28, 2026 | 2 | Filing ↗ |
| SG&A expense ratio | “7.2 % 7.8 %” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
How one item moved
Premium and service revenues (in billions), for FY2026 — every statement across the year, each linked to its filing.
How your Healthcare payers & distributors sector group guides
12 companies in Healthcare payers & distributors. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| UnitedHealth Group | Oct 13, 2026 | 5 changes |
| Cardinal Health | Aug 11, 2026 | 13 changes |
| Cencora | Aug 5, 2026 | 11 changes |
| CVS Health | Aug 5, 2026 | 5 changes |
| McKesson | Aug 5, 2026 | 1 change |
| Labcorp | Jul 30, 2026 | 2 changes |
| The Cigna Group | Jul 30, 2026 | 3 changes |
| Humana | Jul 29, 2026 | 4 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 |
|---|---|---|---|
| Premium and service revenues | 2 statements | 3 statements | — |
| Premium and service revenues (in billions) | 3 statements | 1 statement | 1 statement |
| Total revenues | 1 statement | — | — |
| Total revenues (in billions) | 3 statements | 1 statement | 1 statement |
| Adjusted diluted earnings per share outlook | — | 1 statement | — |
The full record for Centene and its Healthcare payers & distributors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 28, 2026 | FY2026 Q2 | 0001071739-26-000154 | 15 | Open filing ↗ |
| Apr 28, 2026 | FY2026 Q1 | 0001071739-26-000099 | 11 | Open filing ↗ |
| Feb 6, 2026 | FY2025 Q4 | 0001071739-26-000031 | 9 | Open filing ↗ |
| Oct 29, 2025 | FY2025 Q3 | 0001071739-25-000185 | 3 | Open filing ↗ |
| Jul 1, 2025 | FY2025 Q2 | 0001071739-25-000128 | 0 | Open filing ↗ |
| Apr 25, 2025 | FY2025 Q1 | 0001071739-25-000087 | 13 | Open filing ↗ |
| Feb 4, 2025 | FY2024 Q4 | 0001071739-25-000013 | 4 | Open filing ↗ |
| Oct 25, 2024 | FY2024 Q3 | 0001071739-24-000201 | 9 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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