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CVS Health Corp (CVS)
NYSE:CVS
US Market
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CVS Health (CVS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.96
Last Year’s EPS
1.19
Same Quarter Last Year
Based on 19 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected strong revenue growth and increased guidance, driven by improvements across various segments, especially in Health Care Benefits and Medicare Advantage. However, significant challenges such as the goodwill impairment in Health Care Delivery and near-term PBM headwinds tempered the overall positive outlook.
Company Guidance
During the CVS Health Third Quarter 2025 Earnings Call, the company reported solid financial performance, with adjusted operating income reaching $3.5 billion and adjusted earnings per share (EPS) of $1.60. The company also raised its full-year 2025 adjusted EPS guidance to a range of $6.55 to $6.65, up from the previous range of $6.30 to $6.40. Third-quarter revenues set a new record at nearly $103 billion, marking an 8% increase from the prior year. CVS Health highlighted its diversified business model, noting improvements in its Health Care Benefits segment, which generated nearly $36 billion in revenue, and its Pharmacy & Consumer Wellness segment, which saw a 12% revenue increase. The company also recorded a $5.7 billion goodwill impairment in its Health Care Delivery segment due to adjustments in Oak Street Health Clinic's growth strategy. Despite challenges, CVS remains optimistic about its future, expecting mid-teens growth in adjusted EPS for 2026, driven by strategic initiatives and continued investments in technology and service enhancements.
Record Revenue Achievement
Third quarter revenues reached nearly $103 billion, an increase of approximately 8% over the prior year, driven by revenue growth across all segments.
Increase in Full-Year Guidance
Full year 2025 adjusted earnings per share guidance increased to a range of $6.55 to $6.65, up from the previous range of $6.30 to $6.40.
Strong Performance in Health Care Benefits
Health Care Benefits segment generated nearly $36 billion of revenue, an increase of over 9% from the prior year, with a substantial improvement in adjusted operating income.
Pharmacy & Consumer Wellness Growth
CVS Pharmacy delivered solid performance with pharmacy share gains and increased revenues of over $36 billion, an increase of nearly 12% versus the prior year quarter.
Medicare Advantage Success
Aetna led the industry among national payers for 2026 Medicare Advantage Stars Ratings, with over 81% of members in plans rated 4 stars or higher.

CVS Health (CVS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CVS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
0.96 / -
1.19
Oct 29, 2025
2025 (Q3)
1.36 / 1.60
1.0946.79% (+0.51)
Jul 31, 2025
2025 (Q2)
1.46 / 1.81
1.83-1.09% (-0.02)
May 01, 2025
2025 (Q1)
1.70 / 2.25
1.3171.76% (+0.94)
Feb 12, 2025
2024 (Q4)
0.91 / 1.19
2.12-43.87% (-0.93)
Nov 06, 2024
2024 (Q3)
1.44 / 1.09
2.21-50.68% (-1.12)
Aug 07, 2024
2024 (Q2)
1.74 / 1.83
2.21-17.19% (-0.38)
May 01, 2024
2024 (Q1)
1.70 / 1.31
2.2-40.45% (-0.89)
Feb 07, 2024
2023 (Q4)
1.99 / 2.12
1.996.53% (+0.13)
Nov 01, 2023
2023 (Q3)
2.13 / 2.21
2.095.74% (+0.12)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CVS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$82.20$80.60-1.95%
Jul 31, 2025
$61.79$61.60-0.31%
May 01, 2025
$65.46$68.14+4.09%
Feb 12, 2025
$53.41$61.40+14.96%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does CVS Health Corp (CVS) report earnings?
CVS Health Corp (CVS) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
    What is CVS Health Corp (CVS) earnings time?
    CVS Health Corp (CVS) earnings time is at Feb 18, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CVS EPS forecast?
          CVS EPS forecast for the fiscal quarter 2025 (Q4) is 0.96.

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