earnings
confidence high
sentiment neutral
materiality 0.85
CVS Health Q3 GAAP EPS loss of $3.13 on $5.7B goodwill impairment; raises FY2025 adjusted EPS guide to $6.55-$6.65
CVS HEALTH Corp
2025-Q3 EPS reported
-$0.93
revenue$296,374,000,000
- Total revenues of $102.9B, up 7.8% YoY; GAAP diluted loss per share of $3.13 includes $5.7B goodwill impairment charge.
- Adjusted EPS of $1.60, above prior year $1.09; FY2025 Adjusted EPS guidance raised to $6.55-$6.65 from $6.30-$6.40.
- Health Care Benefits segment MBR improved to 92.8% from 95.2%; adjusted operating income of $314M vs loss of $924M in prior year.
- Health Services adjusted operating income down 7.0% to $2.05B; Pharmacy & Consumer Wellness down 7.4% to $1.478B.
- Aetna Medicare Advantage Star Ratings: >81% of members in 4-star+ plans; Caremark contract wins of ~$6.0B with high retention.