| CNC |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.24 vs. cons $1.09 |
MEDIUM |
| CNC |
Report |
Total revenue |
IN-LINE |
pred ~$47.85B vs. cons $47.64B |
MEDIUM |
| CNC |
Report |
Consolidated health benefits ratio |
IN-LINE |
pred ~90.9% vs. cons 91.5% |
MEDIUM |
| CNC |
Guide |
Adjusted diluted EPS guidance |
BETTER |
guide >$3.75 vs. cons $3.46 (FY2026) |
MEDIUM |
| CNC |
Guide |
Marketplace pretax margin |
BETTER |
guide ~3.8% vs. cons 3.5% (FY2026) |
MEDIUM |
| CNC |
Guide |
Consolidated health benefits ratio |
BETTER |
guide ~91.0% vs. cons 91.3% (FY2026) |
MEDIUM |
| CNC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.2% |
— |
MEDIUM |
| CNC |
Return |
5-day cumulative residual |
+5.8% (FOLLOW-THROUGH) |
Marketplace risk-adjustment validation and a higher FY2026 EPS floor should lift 2026 estimates from ~$3.46 toward ~$3.75 and support 2027 revisions from roughly $4.45 toward ~$4.70, producing follow-through after the initial beat. |
MEDIUM |