| CVS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.89 vs. cons $1.85 |
MEDIUM |
| CVS |
Report |
Health Care Benefits adjusted operating income |
BEAT |
pred ~$1.60B vs. cons $1.54B |
MEDIUM |
| CVS |
Report |
Health Services adjusted operating income |
MISS |
pred ~$1.40B vs. cons $1.46B |
MEDIUM |
| CVS |
Guide |
FY2026 adjusted EPS guidance |
LOWER |
guide ~$7.40 midpoint vs. cons $7.47 (FY2026) |
MEDIUM |
| CVS |
Guide |
FY2026 operating cash flow guidance |
LOWER |
guide ~$9.50B vs. cons $9.75B (FY2026) |
LOW |
| CVS |
Guide |
FY2026 revenue guidance |
LOWER |
guide ~$405.0B vs. cons $406.2B (FY2026) |
MEDIUM |
| CVS |
Guide |
FY2026 Health Care Benefits MBR commentary |
UNCHANGED |
guide ~90.5% vs. cons 90.4% (FY2026) |
MEDIUM |
| CVS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| CVS |
Return |
5-day cumulative residual |
-3.6% (FOLLOW-THROUGH) |
A ~$1.89 EPS result versus $1.85 consensus and stronger ~$1.60B Health Care Benefits profit versus $1.54B are outweighed by a likely unchanged ~$7.40 FY2026 EPS midpoint versus $7.47 consensus and ~$9.50B operating-cash-flow guide versus $9.75B consensus. The implied second-half EPS burden remains demanding, while the ~$1.40B Health Services result versus $1.46B consensus reinforces out-period estimate risk. |
MEDIUM |