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Centene Corporation (CNC) Q1 2026 Earnings Call Transcript

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Centene Corporation (CNC) Q1 2026 Earnings Call April 28, 2026 8:30 AM EDT

Company Participants

Jennifer Gilligan – Senior Vice President of Investor Relations
Sarah London – CEO & Director
Andrew Asher – Executive VP & CFO

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Conference Call Participants

Andrew Mok – Barclays Bank PLC, Research Division
Albert Rice – UBS Investment Bank, Research Division
Justin Lake – Wolfe Research, LLC
Ann Hynes – Mizuho Securities USA LLC, Research Division
John Stansel – JPMorgan Chase & Co, Research Division
Erin Wilson Wright – Morgan Stanley, Research Division
George Hill – Deutsche Bank AG, Research Division
Stephen Baxter – Wells Fargo Securities, LLC, Research Division
David Windley – Jefferies LLC, Research Division
Kevin Fischbeck – BofA Securities, Research Division
Lance Wilkes – Bernstein Institutional Services LLC, Research Division
Sarah James – Cantor Fitzgerald & Co., Research Division
Scott Fidel – Goldman Sachs Group, Inc., Research Division

Presentation

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Operator

Good day, and welcome to the Centene Corporation’s 2026 First Quarter Earnings Report. [Operator Instructions] Please also note, today’s event is being recorded. I’d now like to turn the conference over to Jennifer Gilligan, Senior Vice President, Investor Relations. Please go ahead.

Jennifer Gilligan
Senior Vice President of Investor Relations

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Thank you, Rocco, and good morning, everyone. Thank you for joining us on our first quarter 2026 earnings results conference call. Sarah London, Chief Executive Officer; and Drew Asher, Executive Vice President and Chief Financial Officer of Centene, will host this morning’s call, which also can be accessed through our website at centene.com.

Any remarks that Centene may make about future expectations, plans and prospects constitute forward-looking statements for the purpose of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Specifically, our commentary on our full year 2026 outlook, including the drivers of such outlook, are forward-looking statements. Actual results may differ materially from those indicated by those forward-looking statements as a result of various

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