Cigna's Q3 Profit Beats Street On Strong Demand For Pharmacy Benefit Management's Specialty Drugs, New Clients
Cigna's Q3 Profit Beats Street On Strong Demand For Pharmacy Benefit Management's Specialty Drugs, New Clients
On Thursday, Cigna Corporation (NYSE:CI) reported third-quarter sales of $63.7 billion, up 30% year-over-year, beating the consensus of $59.35 billion.
在星期四，百年人寿保险公司（纽交所:CI）报告了第三季度销售额为637亿美元，同比增长30%，超过了593.5亿美元的共识。
The increase was primarily driven by significant growth in Evernorth Health Services, reflecting large client wins and strong specialty volume growth.
增长主要是由Evernorth Health Services显著增长驱动，反映出大客户的赢家以及强劲的专业成交量增长。
Adjusted income from operations for the third quarter of 2024 increased by 5%, reflecting strong contributions from Evernorth Health Services, particularly within Specialty and Care Services, partially offset by lower net investment income.
2024年第三季度营业收入调整后增加了5%，反映出Evernorth Health Services的强劲贡献，尤其是在专业和护理服务领域，部分抵消了较低的净投资收入。
Also Read: Pharmacy Retailer CVS Health Backs Away From Annual Forecast, Names New CEO
另请阅读：药店零售商西维斯健康退出年度预测，任命新首席执行官
Cigna Healthcare sales increased 3% to $13.16 billion, reflecting premium rate increases to cover expected increases in underlying medical costs, partially offset by a decrease in Individual and Family Plans customers.
百年人寿保险的销售额增长了3%，达到131.6亿美元，反映出保费率上涨以覆盖预期的基础医疗成本增加，部分抵消了个人和家庭计划客户减少。
Cigna's medical cost ratio – or spending on claims as a percentage of premiums – was 82.8% compared to 80.5% a year ago, reflecting the business mix and one extra business day in the third quarter of 2024.
百年人寿保险的医疗成本比率（即理赔支出占保费的比例）为82.8%，而一年前为80.5%，反映出业务结构以及2024年第三季度一天额外的业务。
Total premiums during the quarter rose 4.0% to $11.44 billion.
本季度总保费增长了4.0%，达到114.4亿美元。
Evernorth Health Services sales increased 36% to $52.64 billion. Pharmacy Benefit Services sales increased 50% to $28.79 billion.
Evernorth Health Services的销售额增长了36%，达到526.4亿美元。 药品福利服务的销售额增长了50%，达到287.9亿美元。
The total number of medical customers fell 2.9% to 19.05 million. Total customer relationships increased 12% to 183.51 million.
医疗客户总数下降了2.9%，至1905万。客户关系总数增加了12%，至18351万。
Total pharmacy customers increased 22% to 120 million. The adjusted EPS of $7.51, increased from $6.77 a year ago, beat the Wall Street estimate of $7.20.
药房客户总数增加了22%，至12000万。调整后的每股收益为7.51美元，较一年前的6.77美元增长，超过华尔街预期的7.20美元。
Guidance: Cigna reaffirms 2024 adjusted EPS guidance of at least $28.40 versus consensus of $28.50. The company expects a fiscal year 2024 medical cost ratio of 81.7%-82.5%.
指引：Cigna重申2024年调整后的每股收益指引至少为28.40美元，而市场预期为28.50美元。该公司预计2024财年医疗成本比例为81.7%-82.5%。
Price Action: CI stock is up 3.93% at $325.18 at the last check on Thursday.
股价走势：CI股票周四最后一次检查时上涨了3.93%，报325.18美元。
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Photo via Shutterstock
图片来自shutterstock。
