Q1 2025 Cigna Group Earnings Call Transcript
Key Points
- The Cigna Group (CI) reported strong first-quarter 2025 results with total revenue of $65.5 billion and adjusted earnings per share of $6.74.
- The company raised its full-year EPS guidance estimate to at least $29.60, reflecting confidence in its business performance.
- Evernorth, The Cigna Group's Health Services portfolio, showed double-digit revenue growth, driven by strong pharmacy benefit services and specialty pharmacy capabilities.
- Cigna Healthcare achieved strong revenue performance across its US employer and international health businesses, with a 9% growth in its Select segment customers.
- The company is actively addressing societal challenges in healthcare, such as access, affordability, and clinical safety, through innovative solutions like EnCircleRx, EnReachRx, and EnGuide.
- The Cigna Group (CI) recorded net after-tax special item charges of $229 million in the first quarter, impacting earnings per share by $0.84.
- The divestiture of the Medicare businesses to HCSC closed later than planned, which modestly benefited first-quarter earnings but increased the medical care ratio by approximately 100 basis points.
- The company anticipates elevated medical cost trends in 2025, with continued pressure in specialty and behavioral categories.
- The Stop Loss business is expected to have an elevated medical care ratio for the full year, consistent with previous guidance.
- The Arkansas bill poses challenges to The Cigna Group's business model, potentially decreasing access, reducing choice, and increasing costs for citizens.
Ladies and gentlemen, thank you for standing by for The Cigna Group's first-quarter 2025 results preview. (Operator Instructions) As a reminder, ladies and gentlemen, this conference, including the Q&A session, is being recorded. We'll begin by turning the conference over to Ralph Giacobbe. Please go ahead.
Great. Thank you, operator. Good morning, everyone. Thank you for joining today's call. I'm Ralph Giacobbe, Senior Vice President of Investor Relations. With me on the line this morning are David Cordani, The Cigna Group's Chairman and Chief Executive Officer; Brian Evanko, President and Chief Operating Officer; and Ann Dennison, Chief Financial Officer.
In our remarks today, David, Brian, and Ann will cover a number of topics, including our first quarter 2025 financial results and our financial outlook for 2025. Following their prepared remarks, David, Brian, and Ann will be available for Q&A.
As noted in our earnings release, when describing our financial
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