[REVISION HISTORY]

US firms lift 2026 earnings outlook

Updated 2 times since CLSTR started tracking revisions of this situation.

What changed

2026-07-30 16:25 UTC → 2026-07-31 09:46 UTC · added ~~removed~~

In late July 2026 two U.S. companies reported stronger‑than‑expected second‑quarter results and subsequently raised their full‑year earnings guidance. Centene Corp posted adjusted diluted earnings of $2.51 per share and premium and service revenue of about $44.4 billion, prompting an upgrade of its FY 2026 adjusted EPS outlook to above $4.80 from the prior $3.40 range and an improved Marketplace pre‑tax margin target of 4.5‑5%. The company noted a modest one‑time earnings boost from 2025 settlement items and a continued decline in Medicaid enrollment to roughly 12 million members. Regency Centers Corp reported a net income attributable to common shareholders of $0.61 per diluted share, up from $0.56 a year earlier, alongside FFO of $1.21 per ~~share, same‑property NOI growth~~ diluted share and core operating earnings of $1.16 per diluted share. Same‑property NOI grew 3.8% YoY, ~~and~~ occupancy held at 96.9%, and the firm signed 2.1 million sq ft of ~~96.9%. On that basis it lifted its FY~~ new and renewal leases while commencing $68 million of development projects. Full‑year 2026 ~~EPS~~ guidance was lifted to $4.84‑$4.88 ~~and projected NOI growth of 3.7‑4.1%, while detailing recent acquisitions~~ per diluted share for FFO and ~~development activity.~~ $4.62‑$4.66 for core earnings. On 28 July, Cigna Group announced Q2 2026 results that beat expectations, with total revenue up 7% YoY to $71.7 billion and adjusted EPS of $7.78 versus a $7.60 forecast. The insurer raised its 2026 adjusted profit outlook by $0.10 to at least $30.45 per share, driven by strong growth in its Evernorth Health Services unit, which posted adjusted revenue of $61.5 billion, up 6%. Cigna also reported a higher medical loss ratio of 84.5% and disclosed a strategic shift away from government‑backed plans, exiting Medicare Advantage and planning to cease ACA offerings at the end of 2026 while emphasizing employer‑sponsored coverage and its pharmacy‑benefits‑management business. Regency Centers reiterated its FY 2026 earnings outlook on 29 July, confirming the $4.84‑$4.88 EPS range and highlighting $68 million of ground‑up development, $48 million of acquisitions during the quarter and two additional shopping‑center purchases worth $101 million after quarter‑end. The continued upward revisions and reaffirmations underscore a broader trend of U.S.

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