"CVS Health ( NYSE: CVS) delivered a solid revenue beat in Q4 2025, though adjusted earnings declined year-over-year despite exceeding Wall Street expectations. The 8.2% revenue increase to $105.69 billion marked the company's strongest quarterly top-line growth of the year. However, adjusted EPS of $1.09 declined from $1.19 in Q4 2024, pressured by Medicare Part D headwinds from Inflation Reduction Act seasonality changes."
"Health Care Benefits posted $36.29 billion in revenue (up 10.1%), but its adjusted operating loss widened to $676 million from $439 million the previous year. The segment shed 504,000 members year-over-year. Health Services generated $51.24 billion in revenue (up 9.0%) with adjusted operating income rising 9.2%. Pharmacy & Consumer Wellness delivered $37.66 billion (up 12.4%), benefiting from Rite Aid prescription file acquisitions."
CVS Health reported Q4 2025 revenue of $105.69 billion, an 8.2% increase and the strongest quarterly top-line growth of the year, beating consensus. Adjusted EPS declined to $1.09 from $1.19 year-over-year, driven by Medicare Part D headwinds from Inflation Reduction Act seasonality changes. GAAP EPS rose to $2.30, reflecting a one-time $1.9 billion tax benefit tied to an Omnicare subsidiary bankruptcy. Health Care Benefits revenue rose but experienced a wider adjusted operating loss and shed 504,000 members. Health Services and Pharmacy & Consumer Wellness saw revenue gains, helped by Rite Aid prescription file acquisitions. 2026 guidance targets $7.00–$7.20 adjusted EPS and lowers operating cash flow expectations to at least $9.0 billion.
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