CVS · CVS HEALTH Corp
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. CVS Health reported Q2 2026 adjusted EPS of $2.58 (up ~40% YoY) and revenue of $106.1 billion (up 7.3%), raised full-year 2026 adjusted EPS guidance by $0.60 to $7.90–$8.10 and cash flow from operations guidance to at least $11.5 billion, while flagging 340B and Caremark membership declines as 2027 headwinds.
- + Q2 adjusted EPS rose over 40% YoY to $2.58 with adjusted operating income up 35%
- + Q2 revenue grew 7.3% to $106.1 billion with growth across all operating segments
- + Raised full-year 2026 adjusted EPS guidance by $0.60 to $7.90–$8.10
- + Raised full-year 2026 cash flow from operations guidance to at least $11.5 billion (up $2 billion)
- + Health Care Benefits adjusted operating income up 85.5% YoY with MBR improving 250 bps to 87.4%
- + Pharmacy & Consumer Wellness segment delivered over 10% adjusted operating income growth with same-store pharmacy sales up ~3% and prescription volume up 7%
- − 340B program dynamics flagged as a headwind for 2027
- − Caremark expected to see membership declines in 2027 due to selling season dynamics and health plan product actions
- − Medical membership declined ~700K YoY to ~26 million, partly due to exit from individual exchange business
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Healthcare Plans — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CVS
this stock
CVS HEALTH Corp
|
$110.82B | +8.9% | +7.8% | 22.9 | 1.3% |
|
UNH
Unitedhealth Group Inc
|
$338.03B | +12.7% | +11.8% | — | 1.5% |
|
ELV
Elevance Health, Inc.
|
$85.90B | +10.2% | +12.5% | 17.5 | 2.5% |
|
CI
Cigna Group
|
$71.06B | -1.7% | +11.2% | 11.1 | 2.5% |
|
HUM
Humana Inc
|
$47.78B | +51.6% | +10.1% | 42.5 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CVS | -3.0% | -11.1% | +10.7% | +0.9% | +9.0% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -2.8% | -10.6% | -1.5% | 0.0% | -3.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.