Quarterly ResultMay 6, 2026, 06:37 AM
CVS Health Q1 Revenue $100.4B, EPS $2.30; Raises FY26 Guidance
AI Summary
CVS Health Corporation reported strong first quarter 2026 results, with total revenues increasing 6.2% year-over-year to $100.4 billion. GAAP diluted EPS rose to $2.30 and Adjusted EPS to $2.57, primarily driven by improved performance in the Health Care Benefits segment. The company also raised its full-year 2026 guidance for GAAP diluted EPS, Adjusted EPS, and cash flow from operations, reflecting strong execution across its enterprise while maintaining a cautious view on potential macro headwinds.
Key Highlights
- Q1 2026 total revenues increased 6.2% year-over-year to $100.4 billion.
- Q1 2026 GAAP diluted EPS was $2.30, up from $1.41 in prior year.
- Q1 2026 Adjusted EPS was $2.57, up from $2.25 in prior year.
- Full-year 2026 GAAP diluted EPS guidance raised to $6.24-$6.44 from $5.94-$6.14.
- Full-year 2026 Adjusted EPS guidance raised to $7.30-$7.50 from $7.00-$7.20.
- Full-year 2026 cash flow from operations guidance raised to at least $9.5 billion from at least $9.0 billion.
- Health Care Benefits segment adjusted operating income increased 52.6% to $3.04 billion.
- Health Services segment total revenues increased 11.0% to $48.24 billion.
- Pharmacy & Consumer Wellness segment prescriptions filled increased 3.6% to 451.2 million.