earnings
confidence high
sentiment positive
materiality 0.75
CVS Health raises 2025 guidance and initiates 2026 outlook with mid-teens EPS CAGR target
CVS HEALTH Corp
- 2025 revenue guidance raised to at least $400B; Adjusted EPS raised to $6.60-$6.70 from $6.55-$6.65.
- 2026 full-year guidance: revenue at least $400B, Adjusted EPS $7.00-$7.20, cash flow from operations at least $10B.
- Commits to mid-teens Adjusted EPS CAGR through 2028, driven by margin recovery at Aetna and growth across segments.
- Announces 'Engagement as a Service' open consumer platform using AI to integrate healthcare experiences.
- Reaffirms 2025 cash flow from operations of $7.5B-$8.0B; 2026 outlook at least $10B.