Azioni CVS Health Corp (CVS) — è una buona azienda?

Azioni CVS Health Corp (CVS) — è una buona azienda? — InspectStocks

Just reported

Q3 2026 results

From CVS Health's results release of 4 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
108,4B USD
+5,4% y/y
+2,2% q/q
Guided
—
No guide given
EPS, GAAP
Actual
1,68 USD
-27% q/q
Guided
—
No guide given
EPS, adjusted: 2,09 USD
Operating income, GAAP
Actual
3,57B USD
-24% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Come guadagna

Prescription benefit management and related health services42%
Health insurance31%
Retail and other pharmacy sales28%

Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa vende6

Aetna health insurance
Medical, pharmacy, dental, and behavioral health coverage, including employer plans and Medicare and Medicaid coverage.
CVS Caremark pharmacy benefit management
Prescription drug plan administration for clients, including processing claims, maintaining drug lists that guide which medicines plans cover, and arranging access to retail, mail-order, and specialty pharmacies.
CVS Pharmacy
Retail pharmacies that fill prescriptions, provide services such as vaccinations, and sell over-the-counter medicines, personal care items, beauty products, and other goods.

Mostra altri 3

Specialty and mail-order pharmacy
Pharmacies that deliver ongoing medicines by mail and provide specialized support and medicines for people with complex, chronic, or genetic conditions.
Primary care, walk-in, and virtual care
Oak Street Health centers provide primary care, particularly for Medicare-eligible patients; MinuteClinic locations and virtual visits provide walk-in and remote care.
In-home health evaluations
Signify Health sends health care providers to people’s homes, or arranges virtual or in-person evaluations, to assess health needs and share findings with health plans and primary care providers.

Chi lo compra6

Employers and other plan sponsors buy health insurance or administrative services for employees and dependents; employees may choose among plans during enrollment.
Individuals buy health coverage directly, including Medicare plans; Medicaid members enroll through state programs.
Government agencies, including the Centers for Medicare & Medicaid Services, contract for Medicare, Medicaid, and other health services.

Mostra altri 3

Employers, insurers, unions, and other health plan sponsors hire CVS Caremark to manage prescription benefits for their members.
People fill prescriptions and buy health and general merchandise at CVS Pharmacy locations or online; payment may come from the customer or a third-party payer.
Health plans and patients use CVS care services, including primary care centers, walk-in clinics, virtual visits, and in-home evaluations.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Aetna depends on government contracts and payments, especially for Medicare and Medicaid coverage; those programs’ payment rules, requirements, and funding can change.
2CVS Caremark and CVS Pharmacy depend on contracts with health plans, pharmacy benefit managers, employers, and other payers, as well as on their terms for prescription reimbursement.
3Prescription businesses depend on drug manufacturers and suppliers for medicines, pricing, rebates, and continued supply; manufacturer restrictions also affect the federal 340B drug pricing program.
4Insurance and care delivery depend on contracted doctors, hospitals, pharmacies, and qualified medical staff being available on workable terms.

Che cosa potrebbe andare storto

1Medical costs can exceed the amounts Aetna priced into its insurance premiums. The company reported elevated health care use in the second quarter of 2026, which could increase costs for its insurance and care delivery businesses.
2Changes to Medicare and Medicaid funding or rules, and new restrictions on pharmacy benefit managers or the 340B drug pricing program, could affect payments, contracts, and how CVS operates its insurance and pharmacy businesses.
3Drug manufacturer pricing and supply terms, changes in prescription mix, and pressure from pharmacy clients on prices and reimbursement can affect revenue and the economics of CVS Caremark and CVS Pharmacy.

Bilanci completi →

Informazioni su CVS Health Corp

CVS Health combines health insurance through Aetna, prescription drug benefit management through CVS Caremark, and pharmacies and health care services. As of June 30, 2026, it had approximately 9,000 retail locations and a pharmacy benefit manager serving about 87 million plan members (June 30, 2026, high). Its care services include primary care centers, walk-in clinics, virtual care, and health assessments in people’s homes.

Sede: Woonsocket, Rhode Island
Fondata nel: 1963 (founding year, high)
Dipendenti: 300,000+ (December 31, 2025, high)
Quotata su: NYSE
Chiusura dell'esercizio: December 31

Costruito dai documenti depositati da CVS Health Corp presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q3 2026 results

From CVS Health's results release of 4 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
108,4B USD
+5,4% y/y
+2,2% q/q
Guided
—
No guide given
EPS, GAAP
Actual
1,68 USD
-27% q/q
Guided
—
No guide given
EPS, adjusted: 2,09 USD
Operating income, GAAP
Actual
3,57B USD
-24% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes CVS Health is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Healthcare Plans

Graded A or B and worth $2B or more: A first, then the largest.

All 11 graded companies in its industry

Grade rose recently in Healthcare

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

Come guadagna

Prescription benefit management and related health services42%
Health insurance31%
Retail and other pharmacy sales28%

Le quote di ricavo sono stime per six months ended June 30, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa vende6

Aetna health insurance
Medical, pharmacy, dental, and behavioral health coverage, including employer plans and Medicare and Medicaid coverage.
CVS Caremark pharmacy benefit management
Prescription drug plan administration for clients, including processing claims, maintaining drug lists that guide which medicines plans cover, and arranging access to retail, mail-order, and specialty pharmacies.
CVS Pharmacy
Retail pharmacies that fill prescriptions, provide services such as vaccinations, and sell over-the-counter medicines, personal care items, beauty products, and other goods.

Mostra altri 3

Specialty and mail-order pharmacy
Pharmacies that deliver ongoing medicines by mail and provide specialized support and medicines for people with complex, chronic, or genetic conditions.
Primary care, walk-in, and virtual care
Oak Street Health centers provide primary care, particularly for Medicare-eligible patients; MinuteClinic locations and virtual visits provide walk-in and remote care.
In-home health evaluations
Signify Health sends health care providers to people’s homes, or arranges virtual or in-person evaluations, to assess health needs and share findings with health plans and primary care providers.

Chi lo compra6

Employers and other plan sponsors buy health insurance or administrative services for employees and dependents; employees may choose among plans during enrollment.
Individuals buy health coverage directly, including Medicare plans; Medicaid members enroll through state programs.
Government agencies, including the Centers for Medicare & Medicaid Services, contract for Medicare, Medicaid, and other health services.

Mostra altri 3

Employers, insurers, unions, and other health plan sponsors hire CVS Caremark to manage prescription benefits for their members.
People fill prescriptions and buy health and general merchandise at CVS Pharmacy locations or online; payment may come from the customer or a third-party payer.
Health plans and patients use CVS care services, including primary care centers, walk-in clinics, virtual visits, and in-home evaluations.