CVS Health

CVS

Q2 FY2026 EarningsQ2 FY2026 beat consensus across all key metrics: total revenue reached $106.1B vs. $100.1B expected, while Adjusted EPS of $2.58 significantly outperformed the $1.85 mean estimate. The performance was driven by a robust recovery in the Health Care Benefits (HCB) segment, where the Medical Benefit Ratio (MBR) improved to 87.4% vs. 89.9% YoY. Consequently, management raised FY2026 Adjusted EPS guidance to $7.90–$8.10, well above the prior range and consensus expectations.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: CVS Health(CVS) the Revenue is 106.1 B (+7.26%), Beat estimate;the EBIT is 5.157 B (+35.43%), Beat estimate;the EPS is 2.31 (+188.8%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
106.10B7.26%
100.09B1.19%
+6.01B6.07%
EBITExceed expectations
5.16B35.43%
3.95B3.68%
+1.21B31.75%
EPSExceed expectations
2.31188.75%
1.583897.98%
+0.726290.77%

Upcoming earnings report - Q3 FY2026

Available dateNov 4, 2026
Estimate Revenue$104.8 B
Estimate EBIT$3.601 B
Estimate EPS$1.2921

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
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EPS

ActualEstimateUnit: USD
Quarterly