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Cigna Corp (CI)
NYSE:CI
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
7.55Last Year’s EPS
6.74Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call emphasized strong top-line and EPS growth in 2025, robust specialty and EverNorth performance, strategic clarity from the FTC settlement and PBM reform, and continued capital returns. Management acknowledged near-term charges, planned investments for the new rebate-free PBM model that will pressure cash flow and require execution, and elevated medical cost trends that influence MCR guidance. On balance, the positives (sustained revenue and earnings growth, specialty momentum, capital returns, regulatory clarity and a customer-oriented PBM model) outweigh the transitional and cost-related headwinds.Company Guidance
Full-Year Revenue and EPS Growth
Consolidated full-year adjusted revenues of $275 billion, an 11% increase year-over-year, and full-year adjusted earnings per share of $29.84, a 9% increase versus prior year.
Strong EverNorth Performance
EverNorth Q4 revenues of $63.1 billion with pretax adjusted earnings of $2.2 billion; specialty and care services revenue of $26.7 billion, up 14% year-over-year, contributing $1.0 billion in adjusted earnings; pharmacy benefit services revenue of $36.3 billion and $1.2 billion in adjusted earnings.
Specialty Script and Platform Growth
Specialty pharmacy scripts grew ~13% year-over-year in 2025; specialty and care platforms now represent ~35% of company income (up from ~25% three years ago), with long-term expected AOI growth of 8%–12%.
PBM Transformation and Regulatory Resolution
Announced and advancing a rebate-free, fee-based pharmacy benefit model aligned with recent PBM reform and the FTC settlement; Cigna highlighted that its new model positions it to deliver the settlement commitments and expects the Cigna Healthcare fully insured book to adopt the model on 1/1/2027 and at least 50% of EverNorth to adopt by year-end 2028.
FTC Settlement Benefits for Customers
Global FTC settlement resolves pharmacy benefits matters and is expected to deliver approximately $7 billion in out-of-pocket cost relief over the next ten years for the ~100 million customers and patients served by the company.
Customer Experience and Retention
Customer net promoter scores improved year-over-year across largest businesses; prior authorization volume reduced by 15%; pharmacy benefit services retention rate over 97% for 2026 renewals; select segment customers grew ~7%.
Capital Deployment and Balance Sheet Progress
Returned over $5 billion to shareholders in 2025 (repurchased 11.9 million shares for ~$3.6 billion and $1.6 billion in dividends); generated $9.6 billion of operating cash flow in 2025; improved debt-to-capitalization to 43% (190 bps improvement in Q4).
2026 Financial Outlook
Guidance for 2026: consolidated adjusted revenues of ~ $280 billion and adjusted EPS of at least $30.25 (implying modest year-over-year EPS growth); segment guidance includes EverNorth adjusted earnings of at least $6.9 billion and Cigna Healthcare adjusted earnings of at least $4.5 billion.
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 |
|---|---|---|---|
Feb 05, 2026 | $271.71 | $284.53 | +4.72% |
Oct 30, 2025 | $297.45 | $245.72 | -17.39% |
Jul 31, 2025 | $294.71 | $264.55 | -10.23% |
May 02, 2025 | $330.04 | $329.62 | -0.13% |
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 Corp (CI) report earnings?
Cigna Corp (CI) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Cigna Corp (CI) earnings time?
Cigna Corp (CI) earnings time is at May 01, 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 (Q1) is 7.55.
