The Cigna Group (CI) Earnings Call Transcripts
The Cigna Group's Latest Earnings Call - Q3 FY2026
In the third quarter of 2026, The Cigna Group reported adjusted revenues of $73.8 billion and adjusted earnings per share (EPS) of $7.98, reflecting strong operational performance and a 15% year-over-year growth in adjusted earnings. Management raised their full-year EPS guidance to at least $30.60, indicating confidence in continued growth driven by their strategic initiatives, particularly the Lead to One Vision aimed at enhancing personalized care. The results were bolstered by strong performance in both Evernorth and Cigna Healthcare segments, despite some anticipated headwinds in the upcoming year.
Guidance from management
Management expects adjusted EPS growth of at least 10% in 2027 off a run rate of approximately $30, despite anticipated headwinds in the pharmacy benefit services segment.
What management said
Kevin, I'll have Ann take the first part of your question in terms of the individual exchange exit and the impact on '26 '27, how to think about '28 and then I'll take the second piece relative to the Specialty and Care. Ann?
Sure. Just to Brian's point around pharmacy benefit services and the headwinds there, we look forward to quantifying the specific numbers coming out of the fourth quarter. You can think about both the 2 headwinds referenced as relatively equal. On the investment gains in Cigna Healthcare for this year, I would not characterize that as a headwind going into 2027.
What analysts pressed on
Analysts expressed concerns regarding the impact of headwinds on the pharmacy benefit services segment, particularly related to lower employer coverage of GLP-1s and the limited pipeline of new biosimilars. There are also questions about the transition to the new Signature model and its potential short-term impacts.
Main topics on the call
- Revenue Growth and Guidance Increase — Cigna reported adjusted revenues of $73.8 billion for Q3 2026, with management raising their full-year adjusted EPS guidance to at least $30.60. This reflects confidence stemming from strong performance across their busi...
- Earnings Performance — The company achieved adjusted after-tax earnings of $2.1 billion and adjusted EPS of $7.98, with a notable 15% year-over-year growth in adjusted earnings. This performance underscores the effectiveness of their strategic...
- Lead to One Vision — Cigna's Lead to One Vision aims to enhance personalized care by integrating medical, pharmacy, behavioral health, and specialty services. Management emphasized that this strategy targets the most clinically complex patie...
- Evernorth Segment Performance — Evernorth's third quarter revenues grew 6% year-over-year to $63.8 billion, with pretax adjusted earnings of $1.8 billion. The Specialty and Care Services segment saw a 15% growth in adjusted earnings, reflecting strong ...
Read the full The Cigna Group transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About The Cigna Group
The Cigna Group (CI) is a publicly listed company in the Health Care Providers and Services industry, within the Health Care sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 70 calls on record spanning January 14, 2020 to November 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 70 The Cigna Group earnings call transcripts on record, spanning January 14, 2020 to November 5, 2026. Based on this history, The Cigna Group reports quarterly. The most recent call on file is dated November 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CI
- Exchange
- NYSE
- Country
- US
- Sector
- Health Care
- Calls on record
- 70
- First call
- January 14, 2020
- Most recent
- November 5, 2026
- Reporting cadence
- quarterly