AI brief of an SEC Form 8-K · Centene (CNC)

Centene raises 2026 EPS floor as Q2 profit swings to $2.19 per diluted share

Positive Impact 4 of 5 earnings Written later

Centene reported second-quarter 2026 results that moved from a loss a year earlier to a profit, and raised the floor of its full-year 2026 earnings guidance. The company said the increase includes about $0.50 of non-recurring items in its Medicare and Commercial segments. A director also resigned and was replaced by Paul Diaz effective July 28, 2026, and the filing states the resignation was not due to any dispute with the company.

Key points

  • GAAP diluted EPS was $2.19 for Q2 2026, versus a loss of $0.51 in Q2 2025; adjusted diluted EPS was $2.51, versus a loss of $0.16
  • Premium and service revenues rose 4% to $44.4 billion; total revenues were $53,579 million
  • 2026 GAAP diluted EPS guidance floor raised to greater than $3.11; adjusted diluted EPS floor raised to greater than $4.80
  • Director Kenneth Burdick resigned effective July 28, 2026; Paul Diaz was elected to fill the vacancy and joins the Audit and Quality and Compliance Committees

The filing

CompanyCentene (CNC)
Form8-K, current report
Filed with the SECJul 27, 2026, 7:38 PM ET
Accession number0001071739-26-000154

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 27, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.