Cigna Crushes Q1 Estimates: Revenue Soars With Evernorth's Explosive Growth
Cigna Crushes Q1 Estimates: Revenue Soars With Evernorth's Explosive Growth
On Thursday, Cigna Corporation (NYSE:CI) reported first-quarter sales of $57.26 billion, up 23% Y/Y, beating the consensus of $55.47 billion, primarily driven by significant growth in Evernorth Health Services, reflecting several large client wins.
周四，信诺公司（纽约证券交易所代码：CI）公布的第一季度销售额为572.6亿美元，同比增长23％，超过了市场预期的554.7亿美元，这主要是由埃弗诺斯健康服务公司的显著增长推动的，这反映了几家大型客户的胜利。
Adjusted income from operations increased 16% to $1.88 billion, reflecting strong contributions from Cigna Healthcare and Evernorth Health Services.
调整后的运营收入增长了16％，达到18.8亿美元，这反映了信诺医疗和埃弗诺斯健康服务的强劲贡献。
Cigna Healthcare sales increased 4% Y/Y to $13.3 billion, reflecting premium rate increases to cover expected increases in underlying medical costs and business mix.
信诺医疗销售额同比增长4％，达到133亿美元，这反映了保费率的上升，以弥补基础医疗成本和业务组合的预期增长。
Also Read: Arthritis Patients – Cigna's Evernorth To Offer Humira Biosimilar At No Out-of-Pocket Cost.
另请阅读： 关节炎患者—信诺的Evernorth将免费提供Humira生物仿制药。
Cigna's medical cost ratio – or spending on claims as a percentage of premiums – was 79.9% compared to 81.3% a year ago, reflecting continued strong performance across U.S. Healthcare businesses driven by effective pricing execution, affordability initiatives, and business mix, including within the Individual and Family Plans business.
信诺的医疗成本比率——或理赔支出占保费的百分比——为79.9％，而去年同期为81.3％，这反映了在有效定价执行、负担能力举措和业务组合（包括个人和家庭计划业务内）的推动下，美国医疗保健业务的持续强劲表现。
Total premiums during the quarter rose 5% to $11.6 billion.
该季度的总保费增长了5％，达到116亿美元。
Evernorth Health Services sales increased 28% Y/Y to $46.23 billion, reflecting several large client wins and continued expansion of existing relationships, and strong organic growth in Specialty and Care Services businesses.
Evernorth Health Services销售额同比增长28％，达到462.3亿美元，这反映了几家大型客户的成功和现有关系的持续扩大，以及专业和护理服务业务的强劲有机增长。
The total number of medical customers fell 1.5% to 19.18 million.
医疗客户总数下降了1.5％，至1,918万。
Total pharmacy customers increased 24% to 122.8 million.
药房客户总数增长了24％，达到1.228亿。
The adjusted EPS of $6.47, up from $5.41 a year ago, beat the Wall Street estimate of $6.37.
调整后的每股收益为6.47美元，高于去年同期的5.41美元，超过了华尔街估计的6.37美元。
Guidance: Cigna reaffirms fiscal year 2024 adjusted revenues of at least $235 billion, versus consensus of $235.10 billion.
指导：信诺重申2024财年调整后的收入至少为2350亿美元，而市场普遍预期为2351.0亿美元。
Cigna raises 2024 adjusted EPS guidance to at least $28.40 versus prior guidance of $28.25 and consensus of $28.44.
信诺将2024年调整后的每股收益预期上调至至少28.40美元，而之前的预期为28.25美元，共识为28.44美元。
For the fiscal year 2024, the company reaffirms medical customers' prior guidance of around 19.3 million.
对于2024财年，该公司重申了医疗客户先前的指导方针，即约1,930万人。
Cigna sees a fiscal year 2024 medical cost ratio of 81.7%-82.5% versus prior guidance of 81.7%-82.7%.
信诺预计，2024财年的医疗费用比率为81.7％-82.5％，而之前的预期为81.7％-82.7％。
Price Action: CI shares are down 1.9% at $350.34 at last check Thursday.
价格走势：在周四的最后一次检查中，CI股价下跌1.9％，至350.34美元。
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