Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 18:05:05时区推断·⟳ 抓取 18:10:01·⚡ 决策 07-28 18:12:48 +2m47s·91.0 天前
Centene二季度业绩超预期并上调2026年收入与调整后EPS指引
本条Seeking Alpha稿件与近72小时已处理的Reuters同一具体催化重复，核心信息均为Centene上调全年利润/收入预期。
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Centene Non-GAAP EPS of $2.51 beats by $1.43, revenue of $53.58B beats by $6.13B
The Company is increasing total revenues guidance range by $6.0 billion to a range of $193.5 billion to $197.5 billion…
不做 Centene（CNC.US）
同一具体催化已在近72小时处理库命中Reuters版本《Centene上调全年利润预期，称成本控制改善》，本条Seeking Alpha只是重复转述，不再交易或推卡。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 high · price-in 风险 high ↗
关键理由
- 本条Seeking Alpha稿件与近72小时已处理的Reuters同一具体催化重复，核心信息均为Centene上调全年利润/收入预期。
主要风险
- 重复消息不应再次推卡或重复建立交易决策。
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原文全文
展开原文 · 653 字
The Company is increasing total revenues guidance range by $6.0 billion to a range of $193.5 billion to $197.5 billion vs $190.33B consensus driven by premium tax revenue, Marketplace, and Medicaid. The Company is increasing premium and service revenues guidance range by $2.0 billion to a range of $173.0 billion to $177.0 billion driven by Marketplace and Medicaid. The Company is also increasing its investment and other income expectation by $50 million to $1.50 billion.
The Company is updating its 2026 GAAP diluted EPS guidance floor to greater than $3.11 and its 2026 adjusted diluted EPS guidance floor to greater than $4.80 vs $3.52 consensus.
The Company is updating its 2026 GAAP diluted EPS guidance floor to greater than $3.11 and its 2026 adjusted diluted EPS guidance floor to greater than $4.80 vs $3.52 consensus.
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