| CVS |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.95 vs. cons $1.86 |
MEDIUM |
| CVS |
Report |
Health Care Benefits MBR (Q2 2026) |
BEAT |
pred ~89.9% vs. cons ~90.5% |
MEDIUM |
| CVS |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$100.6B vs. cons $100.2B |
MEDIUM |
| CVS |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$7.55-$7.65 vs. cons $7.50 (FY2026) |
MEDIUM |
| CVS |
Guide |
FY2026 Enterprise Adjusted Operating Income |
BETTER |
guide ~$15.9B-$16.1B vs. cons $15.7B (FY2026) |
LOW |
| CVS |
Guide |
FY2026 Health Care Benefits MBR guidance |
UNCHANGED |
guide ~90.5% +/-50bps vs. cons 90.4% (FY2026) |
MEDIUM |
| CVS |
Guide |
H1/H2 earnings split & buyback signal commentary |
UNKNOWN |
guide ~60/40 split reaffirmed vs. cons expectation of 60/40 (FY2026) |
LOW |
| CVS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.3% |
— |
MEDIUM |
| CVS |
Return |
5-day cumulative residual |
+3.2% (FOLLOW-THROUGH) |
A likely beat-and-raise on EPS/AOI driven by continued organic MBR improvement (not just reserve releases) should trigger positive out-period estimate revisions for 2027/2028 MA margin targets, extending gains over the week; however upside is capped since much of the Aetna turnaround is already priced in after the +30% YTD run and Q1 rally, so follow-through is modest rather than explosive, with risk of partial fade if MBR improvement is flagged as partly reserve-driven again. |
MEDIUM |