CI
FY2026 Q1 · Calendar Q2 2026
Cigna Corporation
Cigna delivered a strong first quarter with $68.5 billion in revenue and adjusted EPS of $7.79, beating consensus on both lines. Management raised full-year adjusted EPS guidance to at least $30.35, driven by 20% year-over-year growth in Specialty and Care Services earnings and the launch of a rebate-free pharmacy benefits model called Signature. The company is simultaneously reshaping its portfolio -- exiting the individual exchange business, reviewing strategic alternatives for eviCore, and deploying AI capabilities that management says deliver approximately $2,000 in savings per member annually. A leadership transition to Brian Evanko as CEO effective July 1 adds execution risk alongside these strategic shifts, but management's tone was confident and near-term momentum appears solid. The stock's abnormal move of -1.6% on the report and subsequent drift of -4.5% suggest the market…
EPS surprise+2.5%
Market move-0.6%
