CVS · 8-K · 20260805PR000097
Guidance and Outlook
CVS HEALTH Corp · 2026-08-05 · Importance 67 · Surprise 76 · In source text
CVS Health raised 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, and cash flow from operations guidance increased to at least $11.5 billion from at least $9.5 billion. Full-year revenue guidance is at least $414.0 billion. The increases reflect expected improvements in the Health Care Benefits and Pharmacy & Consumer Wellness segments, while management cited elevated cost trends and potential macro headwinds as reasons for caution.
Key facts
- Consolidated projected net income attributable to CVS Health for year ending December 31, 2026: low $8,810 million ($6.84 per share) to high $9,065 million ($7.04 per share) source
- Projected adjusted income attributable to CVS Health for full-year 2026: $10,186 million to $10,441 million, or $7.90 to $8.10 per share source
- Raised full-year 2026 GAAP diluted EPS guidance range to $6.84 to $7.04 from $6.24 to $6.44 source
- Raised full-year 2026 Adjusted EPS guidance range to $7.90 to $8.10 from $7.30 to $7.50 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | unclear | committed | — | Consolidated projected net income attributable to CVS Health for year ending December 31, 2026: low $8,810 million ($6.84 per share) to… |
| net_income | unclear | committed | — | Projected adjusted income attributable to CVS Health for full-year 2026: $10,186 million to $10,441 million, or $7.90 to $8.10 per share |
| net_income | positive | committed | — | Raised full-year 2026 GAAP diluted EPS guidance range to $6.84 to $7.04 from $6.24 to $6.44 |
| net_income | positive | committed | — | Raised full-year 2026 Adjusted EPS guidance range to $7.90 to $8.10 from $7.30 to $7.50 |