正在加载公司
Just reported
Q3 2026 results
From CVS Health's results release of 2026年11月4日; its quarterly report has since been filed.
Revenue
Actual
US$108.4B
+5.4% y/y
+2.2% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$1.68
-27% q/q
Guided
—
No guide given
EPS, adjusted: US$2.09
Operating income, GAAP
Actual
US$3.57B
-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.
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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 themes it is part of
Highest-graded in Healthcare Plans
Graded A or B and worth $2B or more: A first, then the largest.
CIThe Cigna GroupUS$78.1BA
OSCROscar Health, Inc.US$9.9BA
CLOVClover Health Investments, Corp.US$2.6BA
HUMHumana Inc.US$53.3BB
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
BIIBBiogen Inc.2026年10月28日BAGraded B, now A
GEHCGE Healthcare Technologies Inc.2026年10月28日CAGraded C, now A
怎么赚钱
- Prescription benefit management and related health services42%
- Health insurance31%
- Retail and other pharmacy sales28%
各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
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.
再显示 3 项
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.
谁在买6
- 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.
再显示 3 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Woonsocket, Rhode Island
- 成立于
- 1963 (founding year, high)
- 员工人数
- 300,000+ (December 31, 2025, high)
- 上市于
- NYSE
- 财年结束
- December 31
基于 CVS Health Corp 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。