CVS · News · 20260805N
Revenue Performance and Mix
CVS HEALTH Corp · 2026-08-05 · Importance 43 · Surprise 32 · No source text
CVS Health’s second-quarter 2026 total revenue increased 7.3% year over year to $106.1 billion, exceeding the $100.03 billion consensus estimate. Revenue increased across all three operating segments: Aetna insurance, Caremark pharmacy benefit services, and pharmacy and consumer health. Health services revenue increased 11.5% year over year, while Caremark membership declined. The stronger revenue mix included improved drug revenues and growth in Aetna government plans.
Key facts
- Second quarter total revenues increased to $106.1 billion, up 7.3% year-over-year. source
- All three of CVS Health's business segments – insurance, pharmacy and health services — surpassed Wall Street's revenue expectations for the quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +6.8% | Second quarter total revenues increased to $106.1 billion, up 7.3% year-over-year. |