What can we expect from CI's 2025 earnings?
3/31/2025 06:42pm
**Cigna's 2025 earnings are expected to reflect continued growth and solid performance**, driven by several key factors:
1. **Evernorth Revenues and Growth**: Evernorth, Cigna's specialty pharmacy services platform, is projected to generate revenues of around $193 billion in 2024. This significant revenue stream is expected to fuel further growth in 2025, underpinned by Cigna's comprehensive service offerings and strong market position.
2. **Cigna Healthcare and Market Position**: Cigna's Cigna Healthcare segment, which includes its insurance and healthcare services, is expected to contribute to the overall growth trajectory. The company's sound medical customer base and robust financial position provide a stable foundation for earnings growth.
3. **Earnings Growth Projections**: Analysts project a near-term earnings growth rate of 12.6% for Cigna, which is within the company's long-term target of 10%-13%. This suggests that Cigna's earnings in 2025 are likely to be in line with this trajectory, potentially exceeding $31.59 per share, based on the Zacks Consensus Estimate.
4. **Consensus and Guidance**: The Zacks Consensus Estimate for Cigna's 2025 earnings is pegged at $31.59 per share, indicating a 10.9% growth from the 2024 estimate. Cigna's guidance for 2025 includes an expectation of adjusted revenues of at least $249.8 billion, which implies a modest increase from the 2024 estimate.
5. **Historical Performance and Outlook**: Cigna has a history of exceeding earnings expectations, with an average surprise of 4.42% over the past four quarters. The company's optimistic outlook for 2025, underpinned by its growth platforms and strategic initiatives, supports the expectation of strong earnings performance.
In conclusion, Cigna's 2025 earnings are likely to be robust, driven by the company's strategic focus on growth platforms such as Evernorth, a solid market position in healthcare, and a track record of exceeding earnings expectations.