secwatch / observer
8-K filed May 6, 2026, 7:59 PM ET ticker CVS CIK 0000064803
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
item 2.02item 9.01

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JSON Markdown Plain text

Source-grounded claims

0d40ce1d8b55e5cfe44dff5fd6bb3128f45e941f

CVS HEALTH Corp reported the three months ended March 31, 2026 results: revenue $100.4 billion, net income $2,957, EPS $2.30. Guidance raised.

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

SEC 8-K Item 2.02 confidence 0.9 SEC evidence

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PETMED EXPRESS INC June 2, 2026, 4:15 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.

Filing page SEC filing

SPWH

Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,

Filing page SEC filing

PANW

Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)

Palo Alto Networks Inc June 2, 2026, 4:08 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

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Filing page SEC filing

ULTA

Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80

Ulta Beauty, Inc. June 2, 2026, 4:06 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6

Filing page SEC filing

YEXT

Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

Exchange Act, except as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Yext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of

Filing page SEC filing

YSWY

Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook

Yesway, Inc. June 2, 2026, 7:35 AM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

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Filing page SEC filing

VSCO

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.

Filing page SEC filing

CTRN

Citi Trends Q1 sales up 14.4% to $230.9M; adjusted EBITDA doubles to $13.9M

Citi Trends Inc June 2, 2026, 6:58 AM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE • First quarter total revenues increased to $100.4 billion, up 6.2% year-over-year • First quarter GAAP diluted EPS of $2.30 and Adjusted EPS of $2.57

Comparable filing

(EXHIBIT 99.1) --- EX-99.1 2 tm2616574d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 CITITRENDS ANNOUNCES FIRST QUARTER FISCAL 2026 RESULTS Q1 2026 total sales increased 14.4% to $230.9 million Comparable store sales growth of 13.9%; Two-year stack of 23.8% Q1 2026 Net Income of $7.8 million; Q1 2026 adjusted EBITDA* of $13.9 million, more than double Q1 2025 results

Filing page SEC filing

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