CVS · CVS HEALTH Corp
$97.16
+2.17 (+2.28%)
At close · Aug 14
Market Cap
$124.26B
Shares
1.28B
CVS HEALTH Corp Earnings Call Transcripts
Every quarterly earnings call for CVS HEALTH Corp (CVS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲10%
$81.16B
−$3.41B
'22 Q3
22-11-02
▲9.5%
$83.85B
$2.33B
'22 Q4
23-02-08
▲11%
$85.28B
$2.14B
'23 Q1
23-05-03
▲10.3%
$88.92B
$1.90B
'23 Q2
23-08-02
▲10.6%
$89.76B
$2.26B
'23 Q3
23-11-01
▲11.9%
$93.81B
$2.05B
'23 Q4
24-02-07
▲3.7%
$88.44B
$1.11B
'24 Q1
24-05-01
▲2.6%
$91.23B
$1.77B
'24 Q2
24-08-07
▲6.3%
$95.43B
$87.00M
'24 Q3
24-11-06
▲4.2%
$97.71B
$1.64B
'24 Q4
25-02-12
▲7%
$94.59B
$1.78B
'25 Q1
25-05-01
▲8.4%
$98.92B
$1.02B
'25 Q2
25-07-31
▲7.8%
$102.87B
−$3.98B
'25 Q3
25-10-29
▲8.2%
$105.69B
$2.94B
'25 Q4
26-02-10
▲6.2%
$100.43B
$2.94B
'26 Q1
26-05-06
LATEST
▲7.3%
$106.10B
$2.98B
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
Q2 2026 Earnings Conference Call
Revenue
$106.10B
▲ 7.3% YoY Diluted EPS
$2.31
▲ 188.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
CVS HEALTH Corp Q1 FY2026 Earnings Call
Confident tone
Guidance raise and 2026 outlook
GLP-1 access and direct-to-consumer
Commercial business momentum and 2027 selling season
Revenue
$100.43B
▲ 6.2% YoY Diluted EPS
$2.30
▲ 63.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-09
Leerink Global Healthcare Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-10
CVS HEALTH Corp Q4 FY2025 Earnings Call
Confident tone
Aetna margin recovery
PBM and pharmacy services
Medicare Advantage rate notice
Revenue
$105.69B*
▲ 8.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
CVS HEALTH Corp Q3 FY2025 Earnings Call
Positive tone
2025 Guidance and 2026 Earnings Growth
PBM / Caremark Client Recontracting
Aetna/Medicare Advantage Stars Ratings and Recovery
Revenue
$102.87B
▲ 7.8% YoY Diluted EPS
$-3.13
▼ 4571.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
CVS HEALTH Corp Q2 FY2025 Earnings Call
Positive tone
Health Care Delivery pressure at Oak Street
Aetna recovery and margin improvement
Caremark PBM performance and 2026 selling season
Revenue
$98.92B
▲ 8.4% YoY Diluted EPS
$0.80
▼ 43.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
CVS HEALTH Corp Q1 FY2025 Earnings Call
Positive tone
GLP-1 / Wegovy Partnership with Novo Nordisk
Raised Full-Year EPS Guidance and Q1 Results
Leadership Team Changes
Revenue
$94.59B
▲ 7% YoY Diluted EPS
$1.41
▲ 60.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-12
CVS HEALTH Corp Q4 FY2024 Earnings Call
Positive tone
2025 Guidance and EPS Outlook
Aetna Turnaround
CostVantage Pharmacy Reimbursement
Revenue
$97.71B*
▲ 4.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
CVS HEALTH Corp Q3 FY2024 Earnings Call
Cautious tone
Healthcare Benefits / Aetna Underperformance
Oak Street and Signify Health Acquisitions
Health Services / PBM Performance
Revenue
$95.43B
▲ 6.3% YoY Diluted EPS
$0.07
▼ 96% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
CVS HEALTH Corp Q2 FY2024 Earnings Call
Cautious tone
Healthcare benefits segment pressure
Pharmacy pricing model transformation
Guidance revision
Revenue
$91.23B
▲ 2.6% YoY Diluted EPS
$1.41
▼ 4.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
CVS HEALTH Corp Q1 FY2024 Earnings Call
Cautious tone
Medicare Advantage utilization pressure and guidance cut
Health Care Delivery integration (Oak Street, Signify)
Cordavis biosimilars and Humira formulary change
Revenue
$88.44B
▲ 3.7% YoY Diluted EPS
$0.88
▼ 46.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
CVS HEALTH Corp Q4 FY2023 Earnings Call
Balanced tone
Medicare Advantage Utilization Pressure
Medicare Advantage Membership Growth
2024 Guidance Revision
Revenue
$93.81B*
▲ 11.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
CVS HEALTH Corp Q3 FY2023 Earnings Call
Revenue
$89.76B
▲ 10.6% YoY Diluted EPS
$1.75
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
CVS HEALTH Corp Q2 FY2023 Earnings Call
Revenue
$88.92B
▲ 10.3% YoY Diluted EPS
$1.48
▼ 35.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
CVS HEALTH Corp Q1 FY2023 Earnings Call
Revenue
$85.28B
▲ 11% YoY Diluted EPS
$1.65
▼ 6.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
CVS HEALTH Corp Q4 FY2022 Earnings Call
Revenue
$83.85B*
▲ 9.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
CVS HEALTH Corp Q3 FY2022 Earnings Call
Revenue
$81.16B
▲ 10% YoY Diluted EPS
$-2.59
▼ 315.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
CVS HEALTH Corp Q2 FY2022 Earnings Call
Revenue
$80.64B
▲ 11% YoY Diluted EPS
$2.29
▲ 9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
CVS HEALTH Corp Q1 FY2022 Earnings Call
Revenue
$76.83B
▲ 11.2% YoY Diluted EPS
$1.77
▲ 5.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
CVS HEALTH Corp Q4 FY2021 Earnings Call
Revenue
$76.60B*
▲ 10.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
CVS HEALTH Corp Q3 FY2021 Earnings Call
Revenue
$73.79B
▲ 10% YoY Diluted EPS
$1.20
▲ 29% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
CVS HEALTH Corp Q2 FY2021 Earnings Call
Revenue
$72.62B
▲ 11.1% YoY Diluted EPS
$2.10
▼ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
CVS HEALTH Corp Q1 FY2021 Earnings Call
Revenue
$69.10B
▲ 3.5% YoY Diluted EPS
$1.68
▲ 9.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-16
CVS HEALTH Corp Q4 FY2020 Earnings Call
Revenue
$69.55B*
▲ 4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-06
CVS HEALTH Corp Q3 FY2020 Earnings Call
Revenue
$67.06B
▲ 3.5% YoY Diluted EPS
$0.93
▼ 20.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
CVS HEALTH Corp Q2 FY2020 Earnings Call
Revenue
$65.34B
▲ 3% YoY Diluted EPS
$2.26
▲ 51.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
CVS HEALTH Corp Q1 FY2020 Earnings Call
Revenue
$66.75B
▲ 8.3% YoY Diluted EPS
$1.53
▲ 40.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-12
CVS HEALTH Corp Q4 FY2019 Earnings Call
Revenue
$66.89B
▲ 22.9% YoY Diluted EPS
$1.33
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
64803
CUSIP
126650100
13F (30d)
1803 filings
1737 filers
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