earnings
confidence high
sentiment neutral
materiality 0.75
CVS Health Q2 adj EPS $1.81; raises FY25 adj EPS outlook to $6.30-6.40, cuts GAAP view on litigation charges
CVS HEALTH Corp
2025-Q2 EPS reported
$2.21
revenue$193,503,000,000
- Q2 revenue $98.9B (+8.4% YoY); GAAP EPS $0.80 vs $1.41; adj EPS $1.81 vs $1.83.
- Recorded $833M litigation charges and $471M premium deficiency reserve in Medicare Advantage.
- FY25 GAAP EPS guidance lowered to $3.84-3.94 from $4.23-4.43; adj EPS raised to $6.30-6.40 from $6.00-6.20.
- Aetna MBR 89.9% vs 89.6% with premium deficiency impact; medical membership 26.7M down 358k sequentially.
- Agreed to acquire certain Rite Aid prescription files and stores; cash flow from operations guided to at least $7.5B.
item 2.02item 9.01