earnings
confidence high
sentiment negative
materiality 0.80
CVS Health Q4 revenue up 4.2% to $97.7B, adjusted EPS falls 44% to $1.19; FY25 guidance below consensus
CVS HEALTH Corp
2024-FY EPS reported
$3.66
revenue$372,809,000,000
- GAAP diluted EPS $1.30 (down $0.28 YoY); adjusted EPS $1.19 (down $0.93 YoY) on Health Care Benefits weakness.
- Full-year 2024 total revenues $372.8B (+4.2% YoY); GAAP diluted EPS $3.66, adjusted EPS $5.42.
- Health Care Benefits segment hurt by continued utilization pressure and unfavorable Medicare Advantage star ratings.
- 2025 guidance: GAAP diluted EPS $4.58-$4.83; adjusted EPS $5.75-$6.00; cash flow from ops ~$6.5B.
- Pharmacy & Consumer Wellness segment showed growth, but overall earnings pressured by insurance challenges.