Core Insights - Cigna Group reported first-quarter 2025 revenue of $65.45 billion, exceeding analyst estimates of $60.39 billion, with a year-over-year sales increase of 14% driven by existing client relationships and strong growth in specialty pharmacy services [1] - Adjusted earnings per share were $6.74, surpassing analysts' expectations of $6.35 [1] Revenue Breakdown - Evernorth Health Services, which includes Pharmacy Benefit and Specialty and Care Services, achieved first-quarter sales of $53.68 billion, reflecting a 16% increase [2] - Cigna Healthcare segment sales rose 9% to $14.48 billion, primarily due to premium rate increases to cover expected medical cost increases [3] Customer Metrics - Total medical customers decreased by 6% from December 31, 2024, to 18.04 million, largely due to the impact of the HCSC transaction; however, excluding this impact, customer numbers remained stable [4] - Total customer relationships reached 182.2 million as of March 31, 2025, with a 1% increase when excluding the HCSC transaction [4] - Total pharmacy customers increased by 3% to 122.3 million, attributed to new sales and expanded relationships [4] Future Outlook - Cigna anticipates fiscal 2025 adjusted income per share of $29.60, slightly up from the previous estimate of $29.50, aligning with consensus expectations [5] - Evernorth's adjusted income from operations is projected to be at least $7.2 billion, with Cigna Healthcare expected to contribute at least $4.125 billion [5] Financial Ratios - The Cigna Healthcare Medical Care Ratio (MCR) is expected to range between 83.2% to 84.2% [6] - The MCR for the first quarter of 2025 was reported at 82.2%, an increase from 79.9% a year ago, primarily due to higher stop-loss medical costs [7]

Molina Healthcare (MOH) Q1 2025 Earnings Call April 24, 2025 04:37 PM ET Company Participants Jeffrey Geyer - Vice PresidentJoseph Zubretsky - President & CEOMark Keim - Senior EVP, CFO & TreasurerAndrew Mok - DirectorA.J. Rice - Managing DirectorJohn Stansel - VP - Equity ResearchLance Wilkes - Managing DirectorDave Windley - Managing Director Conference Call Participants Stephen Baxter - Senior Equity Research AnalystJoshua Raskin - Research AnalystJustin Lake - Analyst - Healthcare ServicesSarah James - ...

Molina Healthcare, Inc. (NYSE:MOH) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Jeffrey Geyer - Head of Investor Relations Joe Zubretsky - President and CEO Mark Keim - CFO Conference Call Participants Stephen Baxter - Wells Fargo Andrew Mok - Barclays Josh Raskin - Nephron Research A.J. Rice - UBS Justin Lake - Wolfe Research John Stansel - JP Morgan Sarah James - Cantor Fitzgerald Joanna Gajuk - Bank of America Ryan Langston - TD Cowen Lance Wilkes - Bernstein Michael Ha ...