| CVS |
Report |
Medical Benefit Ratio (MBR) |
BEAT |
pred ~88.7% vs. cons 89.2% |
MEDIUM |
| CVS |
Report |
HCB Adj. Operating Income |
BEAT |
pred ~$1.60B vs. cons $1.48B |
MEDIUM |
| CVS |
Report |
Adj. EPS (Diluted, Operating) |
BEAT |
pred ~$1.97 vs. cons $1.87 |
MEDIUM |
| CVS |
Guide |
FY 2026 Adj. EPS (FY2026) |
BETTER |
guide ~$7.55-$7.75 vs. cons $7.47 |
MEDIUM |
| CVS |
Guide |
FY 2026 MBR (FY2026) |
BETTER |
guide ~90.0-90.5% vs. cons 90.2% |
MEDIUM |
| CVS |
Guide |
FY 2026 Revenue (FY2026) |
UNCHANGED |
guide >=407B vs. cons $407.6B |
HIGH |
| CVS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| CVS |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 estimate revisions drive continued buying as sell-side models update; fades from Day-1 peak given elevated stock price |
MEDIUM |