| CVS |
Report |
Adjusted EPS |
IN-LINE |
pred ~$1.88 vs. cons $1.865 |
MEDIUM |
| CVS |
Report |
Medical benefit ratio |
IN-LINE |
pred ~89.1% vs. cons 89.23% |
MEDIUM |
| CVS |
Report |
HCB operating income |
BEAT |
pred ~$1.50B vs. cons $1.475B |
MEDIUM |
| CVS |
Guide |
Adjusted EPS (FY26) |
UNCHANGED |
guide ~$7.30-$7.50 vs. cons $7.470 |
MEDIUM |
| CVS |
Guide |
HCB operating income (FY26) |
LOWER |
guide ~$4.00-$4.34B vs. cons $4.34B |
MEDIUM |
| CVS |
Guide |
MBR / medical-cost tone (FY26) |
UNCHANGED |
guide ~90.5% +/-50 bps vs. cons 90.23% |
MEDIUM |
| CVS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| CVS |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide implies a modest H2 EPS cut |
LOW |