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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lisa Gill | JPMorgan | 8 (0%) |
| A.J. Rice | UBS | 7 (0%) |
| Justin Lake | Wolfe Research | 7 (0%) |
| Erin Wright | Morgan Stanley | 7 (0%) |
| Charles Rhyee | TD Cowen | 7 (14%) |
| Kevin Fischbeck | Bank of America | 5 (20%) |
| Scott Fidel | Goldman Sachs | 5 (0%) |
| Andrew Mok | Barclays | 5 (60%) |
| Jason Cassorla | Guggenheim | 5 (0%) |
| Josh Raskin | Nephron Research | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 8 (0%) |
| Wolfe Research | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
| TD Cowen | 1 |
| Morgan Stanley | 1 | 7 (0%) |
| Bank of America | 2 | 6 (33%) |
| Guggenheim | 1 | 5 (0%) |
| Goldman Sachs | 1 | 5 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $65.65B | +28.4% | $5.13 | +47.0% | 3.3% | 2.2% | $4.88B |
| FY2025 Q1 | $65.50B | +14.4% | $4.85 | +600.0% | 3.0% | 2.0% | $1.59B |
| FY2025 Q2 | $67.23B | +11.1% | $5.71 | +4.8% | 3.6% | 2.3% | $-2.17B |
| FY2025 Q3 | $69.75B | +9.5% | $6.97 | +165.0% | 3.7% | 2.7% | $3.14B |
| FY2025 Q4 | $72.47B | +10.4% | $4.64 | -9.6% | 3.0% | 1.7% | $5.83B |
| FY2026 Q1 | $68.49B | +4.6% | $6.26 | +29.1% | 3.4% | 2.4% | $864M |
| FY2026 Q2 | $71.67B | +6.6% | $6.29 | +10.2% | 3.7% | 2.3% | $-718M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Cigna delivered Q1 adjusted EPS of $7.79 representing 16% year-over-year growth, with total revenues of $68.5 billion. The medical care ratio improved to 79.8%, well below expectations. Specialty and care services delivered 20% earnings growth, and the Signature rebate-free PBM model was gaining traction. Full-year guidance was raised to at least $30.35, and Cigna Healthcare pretax adjusted earnings guidance was increased to at least $4.525 billion.
Margin | Competitive Dynamics | Pricing | Regulation Policy | Cost Pressure | M&A | Capital Allocation | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 4 | 1 | 6 | 3 | 2 | 3 |
| 2025Q1 | 1 | 3 | 1 | 4 | 1 | 2 | 1 | |
| 2025Q2 | 2 | 4 | 4 | 3 | 1 | |||
| 2025Q3 | 5 | 3 | 2 | 1 | 2 | 4 | ||
| 2025Q4 | 4 | 2 | 2 | 5 | 1 | 1 | ||
| 2026Q1 | 2 | 3 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 1 | 2 | 5 | 4 | 2 |
| Competitive Dynamics | 2 | 3 | 4 | 3 | 2 | 3 |
| Pricing | 4 | 1 | 4 | 2 | 2 | 2 |
| Regulation Policy | 1 | 4 | 3 | 1 | 5 | |
| Cost Pressure | 6 | 1 | 1 | 2 | ||
| M&A | 3 | 2 | 1 | 2 | ||
| Capital Allocation | 2 | 1 | 1 | 3 | ||
| Guidance Reliability | 3 | 4 |
What CI and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And our investment in Shields Health Solutions provides us the opportunity to partner more closely with hospitals and health systems who serve patients with complex care needs and rely on specialty medications.”
Cigna's investment in Shields Health Solutions expands its hospital/health-system specialty pharmacy partnerships and contributed to Evernorth earnings growth.
“Our acquisition of CarepathRx provides us with further depth in infusion-related services.”
Cigna acquired CarepathRx to deepen specialty/infusion capabilities within Evernorth, expanding its specialty pharmacy footprint.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CI Cigna | 8 | +4.6% | |
| CNC Centene Corporation | 9 | +7.1% | |
| CVS CVS Health | 9 | +6.2% | |
| ELV Elevance Health | 7 | +2.6% | |
| HUM Humana | 7 | +23.5% | |
| UNH UnitedHealth Group Incorporated | 7 | +2.0% |