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Mar 31, 2024

Centene Q1 2024 Earnings Report

Centene's Q1 2024 results demonstrated the strength of its diversified platform, with increased full year guidance and growth in core businesses.

Key Takeaways

Centene Corporation reported a strong first quarter in 2024, with premium and service revenues reaching $36.3 billion. The company's adjusted diluted EPS was $2.26, up over 7% from the first quarter of 2023. Centene increased its full year adjusted diluted EPS guidance by $0.10 to greater than $6.80 and raised its full year premium and service revenue guidance by $1.0 billion.

Adjusted diluted EPS of $2.26, up over 7% from $2.11 in the first quarter of 2023.

Increased 2024 full year adjusted diluted EPS guidance by $0.10 to greater than $6.80.

Premium and service revenues of $36.3 billion in the first quarter of 2024. Increased 2024 full year premium and service revenue guidance by $1.0 billion.

Membership increase of 41% in Marketplace, compared to the first quarter of 2023.

Total Revenue
$40.4B
Previous year: $38.9B
+3.9%
EPS
$2.26
Previous year: $2.11
+7.1%
SG&A Expense Ratio
8.9%
Previous year: 8.6%
+3.5%
Adjusted SG&A Expense Ratio
8.7%
Previous year: 8.5%
+2.4%
Days in Claims Payable
53
Gross Profit
$4.65B
Previous year: $4.57B
+1.6%
Cash and Equivalents
$17.6B
Previous year: $15.9B
+10.9%
Free Cash Flow
-$607M
Previous year: $4.04B
-115.0%
Total Assets
$82.6B
Previous year: $83B
-0.4%

Centene

Centene

Centene Revenue by Segment

Forward Guidance

The Company is updating its 2024 diluted EPS guidance floor to greater than $5.94 and its 2024 adjusted diluted EPS guidance floor to greater than $6.80.

Revenue & Expenses

Visualization of income flow from segment revenue to net income