Cigna (CI)
NYSE:CI
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
7.56Last Year’s EPS
7.2Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: consolidated revenue and EPS growth, a raised full-year EPS outlook, robust specialty and Cigna Healthcare performance, and meaningful innovation (rebate-free pharmacy model and AI-enabled savings). Primary headwinds centered on near-term PBS earnings pressure (28% decline) due to renewals and transition investments, a material special-items charge ($322M after-tax), and portfolio exits/strategic reviews that reduce near-term scope. Management presented these challenges as deliberate and manageable trade-offs to sharpen focus and accelerate long-term value creation.Company Guidance
Strong Consolidated Results and Raised Guidance
Total revenues of $68.5 billion and adjusted EPS of $7.79 in Q1 2026 (16% year-over-year EPS growth). Company raised full-year 2026 adjusted EPS outlook to at least $30.35.
Evernorth Revenue Growth
Evernorth revenues grew 9% year-over-year to $58.4 billion in Q1 2026 with pretax adjusted earnings of $1.5 billion (slightly ahead of expectations).
Specialty & Care Services Momentum
Specialty and Care Services pretax adjusted earnings increased 20% year-over-year to $1.1 billion, driven by strong volume growth, biosimilar and specialty generic adoption, and contribution from the Shields Health Solutions investment.
Cigna Healthcare Outperformance
Cigna Healthcare pretax adjusted earnings were $1.5 billion with revenues of $11.5 billion; earnings grew 18% year-over-year. First-quarter medical care ratio (MCR) was 79.8%, favorable to expectations.
Progress on Prior Authorization and Customer Experience
Removed hundreds of tests/procedures from prior authorization in the U.S., decreasing medical prior authorization volume by ~15%. Cigna Healthcare ranked #1 by J.D. Power in digital experience satisfaction for commercial members for the second consecutive year.
Innovation: Rebate-Free Pharmacy Model and AI
Announced the transformative rebate-free pharmacy service model ("Signature") projected to deliver brand drug prices ~30% lower with full transparency; PBS selling season shows strong early market interest. Company is leveraging data and AI across businesses (e.g., predictive high-cost claimant model driving ~$2,000 per engaged member per year in savings).
Operational Efficiency and Digital Adoption
Digital and AI-enabled improvements contributed to a 20% reduction in inbound calls for digitally eligible Cigna Healthcare U.S. employer customers and a 25% reduction in inbound calls for PBS members versus two years ago.
Capital and Balance Sheet Discipline
Operating cash flow of $1.1 billion in Q1, debt-to-capitalization ratio improved to 42.3% (70 bps improvement vs. year-end 2025) and expected to be lower by year-end 2026; company reiterated capital allocation balance including reinvestment, dividends and share repurchases.
CI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $292.32 | $290.58 | -0.60% |
Feb 05, 2026 | $270.22 | $282.97 | +4.72% |
Oct 30, 2025 | $295.82 | $244.37 | -17.39% |
Jul 31, 2025 | $293.09 | $263.10 | -10.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cigna (CI) report earnings?
Cigna (CI) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Cigna (CI) earnings time?
Cigna (CI) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CI EPS forecast?
CI EPS forecast for the fiscal quarter 2026 (Q2) is 7.56.
