CVS
CVS Health·NYSE
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CVS fundamentals
CVS Health (CVS) released its earnings on Oct 29, 2025: revenue was 102.90B (YoY +7.86%), beat estimates; EPS was 1.6 (YoY +46.79%), beat estimates.
Revenue / YoY
102.90B
+7.86%
EPS / YoY
1.6
+46.79%
Report date
Oct 29, 2025
CVS Earnings Call Summary for Q3,2025
- Q3 Strong Performance: Adjusted EPS of $1.60, 8% revenue growth, and 240bps MBR improvement in Aetna. Full year EPS guidance raised to $6.55-$6.65.
- Strategic Adjustments: $5.7B goodwill impairment in Health Care Delivery, exit of individual exchange business, and $6B new PBM wins.
- 2026 Outlook: Mid-teens EPS growth driven by Aetna margin recovery, PBM contract recontracting, and 3% script growth in retail pharmacy.
- Key Risks: PBM market basket contract pressures ($240M impact), Oak Street clinic closures, and Medicare Advantage enrollment trends.
- Innovation: TrueCost model adoption, IVF therapy partnership with admin, and CostVantage front-store growth (2.7% trips YoY).
EPS
Revenue
Revenue & Expenses
CVS has released its 2025 Q3 earnings report, with revenue of 102.87B, reflecting a YoY change of 7.80%, and net profit of -3.99B, showing a YoY change of -5719.72%. The Sankey diagram below clearly presents CVS's revenue sources and cost distribution.
Key Indicators
CVS Health (CVS) key financial stats and ratios, covering profitability, financial health, and leverage.
CVS Health (CVS)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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CVS Health (CVS)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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CVS Health (CVS)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does CVS Health (CVS) generate its revenue? Explore its key revenue streams and top earning regions.
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Track CVS Health (CVS) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is CVS Health's latest dividend and current dividend yield?What were the key takeaways from CVS Health’s earnings call?What is the revenue and EPS growth rate for CVS Health year over year?What is CVS Health's gross profit margin?What factors drove the changes in CVS Health's revenue and profit?What does CVS Health do and what are its main business segments?What guidance did CVS Health's management provide for the next earnings period?What is the market's earnings forecast for CVS Health next quarter?
