CVS · News · 20260804N

Guidance and Outlook

CVS HEALTH Corp · 2026-08-04 · Importance 66 · Surprise 84

CVS Health raised its full-year 2026 GAAP diluted EPS guidance to $6.84-$7.04 from $6.24-$6.44. Adjusted EPS guidance increased to $7.90-$8.10 from $7.30-$7.50, above the approximately $7.45 analyst consensus. Operating cash-flow guidance increased to at least $11.5 billion from at least $9.5 billion, while year-to-date operating cash flow was $10.6 billion through June 30, 2026. The higher outlook reflects Aetna’s improving medical-cost performance, although 2027 risks include 340B changes, Caremark membership declines, and elevated costs.

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