| CI |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$7.72 vs. cons $7.60 |
MEDIUM |
| CI |
Report |
MCR - Cigna Healthcare (Q2 2026) |
MISS |
pred ~84.9% vs. cons 84.63% |
MEDIUM |
| CI |
Report |
Evernorth Operating Income (Q2 2026) |
BEAT |
pred ~$1.80B vs. cons $1.764B |
MEDIUM |
| CI |
Guide |
FY2026 Adj. EPS (FY2026) |
BETTER |
guide ~>=$30.50 vs. cons $30.40 |
MEDIUM |
| CI |
Guide |
FY2026 MCR Range (FY2026) |
UNCHANGED |
guide 83.7%-84.7% maintained vs. cons 84.20% |
HIGH |
| CI |
Guide |
FY2026 Evernorth Income (FY2026) |
UNCHANGED |
guide >=$6.9B maintained vs. cons $7.58B |
HIGH |
| CI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| CI |
Return |
5-day cumulative residual |
-1.0% (FADE) |
FADE - FY raise equals beat flow-through only; no H2 estimate lift; MCR miss trims Q3 MCR assumptions; initial relief rally fades as sell-side works through out-period math |
MEDIUM |