earnings
confidence high
sentiment positive
materiality 0.78
CVS Q1 revenue $100.4B (+6.2% YoY); raises FY26 EPS guidance to $7.30-7.50
CVS HEALTH Corp
2026-Q1 EPS reported
$2.30
revenue$100,426,000,000
- GAAP diluted EPS $2.30 vs $1.41 YoY; Adjusted EPS $2.57 vs $2.25 YoY.
- Health Care Benefits MBR improved to 84.6% (down 270 bps); adjusted op income up 52.6% to $3.04B.
- Health Services segment revenue $48.2B (+11.0%) but adj op income -7.1% on client price improvements.
- Pharmacy & Consumer Wellness adj op income -8.8% due to reimbursement pressure and seasonal illness decline.
- FY26 guidance raised: GAAP EPS $6.24-6.44 (from $5.94-6.14); cash from ops at least $9.5B (from $9.0B).