Latest Earnings Results: Q3 '26
Estimated EPS
$1.65
Reported EPS
$2.09
Surprise
+26.42%
Estimated Rev
$104.8B
Reported Rev
$108.4B
Surprise
+3.44%
• Reported GAAP EPS of $2.09 up 30.62% YoY • Reported revenue of $108.4B up 5.37% YoY • CVS Health raised full-year 2026 guidance to at least $6.98 GAAP diluted EPS, $8.20 Adjusted EPS and $15.5B cash flow from operations; projected revenue is at least $420B.
Bullish Takeaway
CVS Health reported improved underlying Government-business performance and a lower Health Care Benefits medical benefit ratio, offers integrated GLP-1 care, and has more than 69% of Aetna Medicare Advantage members in 4-star-or-higher plans.
Bearish Takeaway
CVS Healths commercial premiums decreased 16.9%; Pharmacy & Consumer Wellness revenue fell amid regulatory price reductions, generic introductions and reimbursement pressure, while management cited continued elevated cost trends and potential macro headwinds.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.18 | -- | -- | N/A |
Q3 '26 | $1.65 | $2.09 | 26.42% | BEAT |
Q2 '26 | $1.85 | $2.58 | 39.14% | BEAT |
Q1 '26 | $2.18 | $2.57 | 17.70% | BEAT |
Q4 '25 | $1.00 | $1.09 | 8.72% | BEAT |