Accessibility StatementSkip Navigation The following table includes highlights of results and reconciliations of total revenues to adjusted revenues and shareholders' net income to adjusted income from operations: | Consolidated | | | | | | --- | --- | --- | --- | --- | | Financial | | | | | | Results | | | | | | (dollars in | | | | | | millions): | | | | | | Three Months | Nine MonthsEnded | | | | | Ended | | | | | | September 30, June 30, | | September 30, | | | | 2025 | 2024 | 2025 | 2025 | | | Total Re ...

Core Insights - The Cigna Group reported strong second quarter 2025 results, with total revenues increasing by 11% to $67.2 billion compared to the same period in 2024, driven by growth in Evernorth Health Services and specialty pharmacy [4][7][19] - Shareholders' net income for the second quarter 2025 was $1.5 billion, or $5.71 per share, reflecting a slight increase from $1.5 billion, or $5.45 per share, in the second quarter of 2024 [2][4][7] - Adjusted income from operations for the second quarter 2025 was $1.9 billion, or $7.20 per share, compared to $1.9 billion, or $6.72 per share, in the same quarter of 2024 [3][4][7] Financial Performance - Total revenues for the second quarter 2025 were $67.2 billion, an increase of 11% from $60.5 billion in the second quarter 2024 [4][7] - Adjusted revenues for the second quarter 2025 were $67.1 billion, up from $60.5 billion in the second quarter 2024 [4][7] - Shareholders' net income for the first half of 2025 totaled $2.9 billion, with a per-share value of $10.55 [4][7] Customer Relationships - Total customer relationships as of June 30, 2025, were 182.2 million, reflecting a 2% increase from December 31, 2024, excluding the impact of the HCSC transaction [9][5] - Total pharmacy customers increased by 3% to 121.9 million as of June 30, 2025, due to new sales and expanded relationships [9][5] - Total medical customers decreased by 6% to 18.0 million, primarily due to the HCSC transaction, but remained consistent when excluding this impact [9][5] Segment Performance - Evernorth Health Services reported adjusted revenues of $57.8 billion for the second quarter 2025, a 17% increase from the same quarter in 2024 [13][19] - Cigna Healthcare's adjusted revenues decreased by 18% to $10.8 billion, primarily due to the HCSC transaction; however, excluding this impact, revenues would have increased by 7% [15][19] - The adjusted income from operations for Evernorth Health Services increased by 5% to $1.7 billion, while Cigna Healthcare's adjusted income from operations decreased by 9% to $1.1 billion [19][15] Outlook - The Cigna Group reaffirms its 2025 outlook for adjusted income from operations of at least $29.60 per share [20][21] - The company anticipates continued growth driven by its diverse portfolio and strategic initiatives [20][21]

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]

Core Insights - The Cigna Group reported strong first quarter 2025 results, with significant growth across its diversified business portfolio, leading to an increased outlook for full-year earnings [1][2][20] Financial Performance - Shareholders' net income for Q1 2025 was $1.3 billion, or $4.85 per share, compared to a net loss of $0.3 billion, or $0.97 per share, in Q1 2024 [2][7] - Adjusted income from operations for Q1 2025 was $1.8 billion, or $6.74 per share, slightly down from $1.9 billion, or $6.47 per share, in Q1 2024 [3][7] - Total revenues for Q1 2025 increased by 14% to $65.5 billion compared to Q1 2024, driven by growth in existing client relationships and specialty pharmacy services [4][7] Customer Relationships - Total customer relationships as of March 31, 2025, were 182.2 million, reflecting a 1% increase excluding the impact of the HCSC transaction [15] - Total pharmacy customers increased by 3% to 122.3 million, while total medical customers decreased by 6% to 18.0 million, primarily due to the HCSC transaction [15][6] Segment Performance - Evernorth Health Services reported adjusted revenues of $53.7 billion for Q1 2025, with a 16% increase in adjusted income from operations, pre-tax [16] - Cigna Healthcare's adjusted income from operations, pre-tax, was $1.3 billion for Q1 2025, reflecting a slight decrease from the previous year [37] Outlook - The Cigna Group's outlook for full-year 2025 adjusted income from operations is projected to be at least $29.60 per share, an increase of $0.10 from prior projections [20][21]