信诺集团第三季度营收737亿美元增6%：上调2026年调整后每股收益指引至至少30.60美元
全球健康公司信诺集团（The Cigna Group，纽交所代码：CI）11月5日公布2026年第三季度业绩：总营收737亿美元（736.83亿），同比增长6%；股东净收益14亿美元、每股5.47美元，去年同期为19亿美元、每股6.98美元，公司称同比下降主要因为去年同期有一笔出售业务的税后收益入账。
剔除投资损益、无形资产摊销与特殊项目后，信诺第三季度调整后经营收益为21亿美元、每股7.98美元，去年同期为每股7.83美元，大致持平。公司总裁兼首席执行官Brian Evanko表示：「我们强劲的第三季度业绩表明，我们正通过让医疗更可负担、更个性化来建立势头，并推进『Accelerate to One』计划以提高生产率、降低成本，支撑长期盈利增长。」
分部方面，Evernorth健康服务板块调整后营收638亿美元、同比增长6%，调整后经营收益（税前）18.29亿美元、同比下降4%：其中药品福利管理业务收益同比下降22%，公司称主要受大客户合同续签与战略投入影响；专科与护理服务收益同比增长15%。信诺医疗（Cigna Healthcare）板块调整后营收117亿美元、同比增长9%，调整后经营收益（税前）11.93亿美元、同比增长15%，医疗成本率（MCR）为85.0%，去年同期为84.8%。
客户规模方面，截至9月30日信诺医疗客户总数为1,845万人、同比增长2%，其中美国医疗客户1,670万人；客户关系总量为1.776亿，同比有所下降，公司称主要因药房与行为健康客户减少。截至11月4日，公司年内已回购180万股普通股、耗资约5亿美元；9月30日债务资本比为41.8%。
信诺同时上调2026年全年指引：调整后经营收益每股至少30.60美元，较此前预测上调0.15美元。公司在2026年投资者日提出「Lead to One」愿景与长期财务目标，包括调整后每股收益10%至14%的复合年增长率、到2030年累计约500亿美元经营现金流，并宣布多年期、耗资30亿美元的「Accelerate to One」现代化与生产率计划。
（来源：信诺集团）
The Cigna Group Q3 Revenue Rises 6% to $73.7 Billion, Raises 2026 Adjusted EPS Outlook to at Least $30.60
The Cigna Group (NYSE: CI) reported third quarter 2026 results on November 5: total revenues rose 6% to $73.7 billion ($73.68 billion), while shareholders' net income was $1.4 billion, or $5.47 per share, compared with $1.9 billion, or $6.98 per share, a year earlier, primarily reflecting the absence of an after-tax gain on sale recognized in the third quarter of 2025.
Adjusted income from operations was $2.1 billion, or $7.98 per share, compared with $7.83 per share a year earlier. "Our strong third quarter results demonstrate how we are building on this momentum by making health care more affordable and personalized, while advancing Accelerate to One to drive productivity, reduce costs, and support sustained long-term earnings growth," said Brian Evanko, President and Chief Executive Officer of The Cigna Group.
By segment, Evernorth Health Services posted adjusted revenues of $63.77 billion, up 6%, with adjusted income from operations before tax of $1.83 billion, down 4%: Pharmacy Benefit Services income fell 22%, reflecting large client contract renewals and strategic investments, while Specialty and Care Services income rose 15%. Cigna Healthcare's adjusted revenues rose 9% to $11.71 billion and its adjusted income from operations before tax rose 15% to $1.19 billion, with a medical care ratio of 85.0%, versus 84.8% a year earlier.
Total medical customers reached 18.45 million at September 30, up 2% year over year, including 16.70 million U.S. healthcare customers, while total customer relationships were 177.6 million. Through November 4, the company had repurchased 1.8 million shares for approximately $500 million, and its debt-to-capitalization ratio stood at 41.8% at September 30.
Cigna raised its full-year 2026 outlook for adjusted income from operations to at least $30.60 per share, up $0.15 from its prior projection. At its 2026 Investor Day, the company introduced its "Lead to One" vision and long-term financial targets, including 10%-14% adjusted EPS compound annual growth and roughly $50 billion in cumulative operating cash flow through 2030, alongside the multi-year, $3 billion "Accelerate to One" modernization and productivity initiative.
(Source: The Cigna Group)
来源：信诺集团
发布：GSM·美国（发布链接）
图片来源：图：位于康涅狄格州Bloomfield的信诺集团总部。ajay_suresh 摄，CC BY 4.0，经 Wikimedia Commons。 / Photo: The Cigna Group headquarters in Bloomfield, Connecticut. Photo by ajay_suresh, CC BY 4.0, via Wikimedia Commons.
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