• Centene (CNC) Q2 2026: GAAP EPS $2.19, adjusted EPS $2.51, revenue $53.58B (+10% YoY). Medicaid +5%, Medicare +17%. Raised 2026 revenue guide to $193.5–$197.5B and EPS floor >$4.80.
  • Centene (CNC) board change: Kenneth A. Burdick retired July 28, 2026; Paul J. Diaz appointed. Diaz brings prior CEO roles at Myriad Genetics and Kindred Healthcare and board experience.
  • Report says U.S. to end Medicare Part D subsidy in 2027. Centene (CNC) exposed via WellCare PDP; shares dropped about 3% in after-hours trading.