What were CVS Health's fourth-quarter earnings results?

CVS Health reported net income of $2.92 billion, or $2.30 per share, for the fourth quarter, surpassing analyst expectations.

Did CVS Health reaffirm its 2026 financial guidance?

Yes, CVS Health reaffirmed its 2026 profit guidance and maintains its revenue guidance of at least $400 billion.

What headwinds is CVS Health factoring into its 2026 guidance?

CVS Health is factoring in approximately $20 billion in headwinds, including exiting the Affordable Care Act market and retail adjustments to lower drug prices.

Home / Business and Economy / CVS Health Beats Estimates, Eyes Turnaround Success

CVS Health Beats Estimates, Eyes Turnaround Success

10 Feb

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Summary

CVS Health reported fourth-quarter earnings and revenue exceeding expectations.
The company reaffirmed its 2026 profit guidance, signaling turnaround progress.
Full-year profit is projected between $7 to $7.20 per share for 2026.

CVS Health Beats Estimates, Eyes Turnaround Success

CVS Health has reported strong fourth-quarter financial results, surpassing analyst expectations for both earnings and revenue. The company has also reaffirmed its 2026 profit guidance, signaling positive momentum in its ongoing turnaround strategy. This financial health marks a significant improvement after a challenging previous year, with CFO Brian Newman stating that "'24 was a tough year for the company. So '25 righted the ship."

The company anticipates full-year profit for 2026 to fall between $7.00 and $7.20 per share, aligning with Wall Street's expectations. Furthermore, CVS Health is maintaining its 2026 revenue guidance of at least $400 billion. This outlook factors in approximately $20 billion in headwinds, partly due to the company's exit from the Affordable Care Act individual exchange market and adjustments in the retail business to lower drug prices.