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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for CVS Health (CVS) is 9/10.
CVS Health reported Q1 FY2026 revenue exceeding $100 billion, up over 6%, with adjusted EPS of $2.57, a meaningful increase of over 14%. The medical benefit ratio was 84.6%, and full-year 2026 adjusted EPS guidance was raised to $7.30 to $7.50, a 4.23% midpoint increase. Aetna margin recovery momentum continued, and pharmacy share growth and CostVantage model execution drove results. The AI investment and Health100 platform launch advanced the company strategy, while PBM regulatory evolution and transparency transition progressed.
Scored from CVS Health’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $97.71B | +4.2% | $1.30 | -18.2% | 13.2% | 2.4% | 1.7% | $1.09B |
| FY2025 Q1 | $94.59B | +7.0% | $1.41 | +60.2% | 15.2% | 3.6% | 1.9% | $3.81B |
| FY2025 Q2 | $98.92B | +8.4% | $0.80 |
| -43.3% |
| 13.7% |
| 2.4% |
| 1.0% |
| $1.29B |
| FY2025 Q3 | $102.87B | +7.8% | $-3.13 | -4629.7% | 13.4% | -3.1% | -3.9% | $98M |
| FY2025 Q4 | $105.69B | +8.2% | $2.30 | +76.9% | 12.8% | 2.0% | 2.8% | $2.61B |
| FY2026 Q1 | $100.43B | +6.2% | $2.30 | +63.1% | 15.6% | 4.7% | 2.9% | $3.40B |
| FY2026 Q2 | $106.10B | +7.3% | $2.31 | +188.8% | 14.8% | 4.4% | 2.8% | $5.65B |