Form 8-K · Current report

CVS Health 8-K, filed Nov 4, 2026

Filed
CIK
0000064803
Accession no.
0000064803-26-000107
AI-generated summary

Summary

CVS Health reported third quarter 2026 revenues of $108.4 billion, up 5.4% year over year, with GAAP diluted EPS of $1.68 and adjusted EPS of $2.09, and raised its full-year 2026 guidance for GAAP diluted EPS to at least $6.98, adjusted EPS to at least $8.20, and cash flow from operations to at least $15.5 billion. Chairman and CEO David Joyner said each of the company's businesses delivered another quarter of strong results, while the company maintained a cautious view for the remainder of the year given elevated cost trends and potential macro headwinds.

Key points

  • CVS Health reported third quarter 2026 total revenues of $108.4 billion, up 5.4% year over year, with GAAP diluted EPS of $1.68 and adjusted EPS of $2.09.
  • GAAP diluted EPS improved from a loss per share of $3.13 a year earlier, which reflected a $5.7 billion goodwill impairment charge; adjusted EPS rose from $1.60.
  • CVS Health raised its full-year 2026 guidance to at least $6.98 GAAP diluted EPS, at least $8.20 adjusted EPS, and at least $15.5 billion in cash flow from operations, citing gains in its Health Care Benefits and Pharmacy & Consumer Wellness segments while maintaining a cautious view on elevated cost trends and possible macro headwinds.
  • The Health Care Benefits segment posted $912 million in adjusted operating income with a medical benefit ratio of 91.3%, down 1.5 percentage points, and Aetna said more than 69% of its Medicare Advantage members are in 2027 plans rated 4 stars or higher by the Centers for Medicare & Medicaid Services.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On November 4, 2026, CVS Health Corporation issued a press release announcing results for the three months ended September 30, 2026. A copy of that press release is furnished herewith as Exhibit 99.1 and hereby incorporated in this Item 2.02 by reference. The information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (as amended, the “Exchange Act”) or otherwise subject to the liabilities of that Section, and shall not be or be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or…

An excerpt of the text as filed with the SEC, cut for length.

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