CENTENE CORP 8-K

What Happened
Centene Corporation (CNC) filed a Form 8-K on February 23, 2026 (Item 7.01, Regulation FD Disclosure) saying senior management plans to reaffirm the Company's full-year 2026 GAAP diluted EPS guidance of greater than $1.98 and adjusted diluted EPS guidance of greater than $3.00. The filing reiterates guidance first provided in the Company’s February 6, 2026 press release and highlights the use of certain non-GAAP measures to help assess ongoing core performance.

Key Details

• Filed: Form 8-K (Item 7.01) on February 23, 2026; guidance consistent with Feb 6, 2026 press release (Exhibit 99.1).
• 2026 guidance: GAAP diluted EPS > $1.98; adjusted diluted EPS > $3.00.
• Non-GAAP measures exclude items such as amortization of acquired intangible assets and acquisition/divestiture-related expenses; reconciliation to GAAP diluted EPS is provided in the Feb 6, 2026 press release.
• The company cautions non-GAAP measures may differ from others’ and are not a substitute for GAAP; guidance is forward-looking and effective as of the filing date only.

Why It Matters
Reaffirmed EPS guidance gives investors a clear signal of management’s current expectations for Centene’s 2026 profitability under both GAAP and adjusted (non-GAAP) metrics. The filing also underscores reliance on adjusted results that strip certain acquisition-related and amortization items—useful for assessing core operating trends—but reminds investors to review GAAP statements and the reconciliation in the Feb 6 press release and to consider the forward-looking risk factors disclosed by the company.