| CNC |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.88 vs. cons $0.76 |
MEDIUM |
| CNC |
Report |
Consolidated health benefits ratio |
IN-LINE |
pred ~90.1% vs. cons 90.2% |
MEDIUM |
| CNC |
Report |
Marketplace pretax margin / risk-adjustment realization |
BEAT |
pred ~3.8% vs. cons 3.5% |
MEDIUM |
| CNC |
Guide |
Adjusted diluted EPS outlook |
BETTER |
guide >$3.60 vs. cons $3.55 (FY2026) |
MEDIUM |
| CNC |
Guide |
Consolidated health benefits ratio outlook |
BETTER |
guide ~91.2% vs. cons 91.3% (FY2026) |
MEDIUM |
| CNC |
Guide |
Marketplace pretax-margin commentary |
BETTER |
guide ~3.8% vs. cons 3.6% (FY2026) |
MEDIUM |
| CNC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| CNC |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A confirmed Marketplace receivable and a FY2026 EPS-guide increase of roughly $0.20 versus the prior >$3.40 floor should drive FY2026/FY2027 estimate revisions higher by about $0.15/$0.25, supporting follow-through rather than a beat-and-fade. |
MEDIUM |