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Sep 30, 2025
Cigna Q3 2025 Earnings Report
Cigna reported strong third-quarter results with increased revenue and earnings, driven by growth in its pharmacy and specialty services.
Key Takeaways
Cigna delivered a robust Q3 performance, with revenue rising to $69.7B and adjusted EPS reaching $7.83. The company benefited from solid growth in Evernorth's pharmacy and specialty segments while introducing a new rebate-free pharmacy benefit model.
Total revenue rose to $69.7 billion, a 10% increase from Q3 2024.
Adjusted EPS climbed to $7.83, up from $7.51 in Q3 2024.
Evernorth segments showed strong organic growth, especially in specialty pharmacy.
Cigna launched a rebate-free pharmacy benefit model to enhance transparency and reduce costs.
Revenue by Segment
Forward Guidance
Cigna reaffirmed its full-year 2025 outlook for adjusted income from operations at or above $29.60 per share, reflecting confidence in core business strength and cost efficiency measures.
Positive Outlook
- 2025 adjusted EPS expected to be at least $29.60
- Continued strong performance in Evernorth segments
- Impact of strategic investments anticipated to support long-term growth
- Business mix shift lowering SG&A expense ratios
- Planned share repurchases included in guidance
Challenges Ahead
- Lower contributions expected from Cigna Healthcare segment
- Higher medical cost ratio (MCR) due to Individual and Family Plans
- Year-over-year decline in medical customers
- Impact from HCSC transaction reducing healthcare revenues
Historical Earnings Impact
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Avg. Return Before/After Earnings
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