CVS Health — Third Quarter 2026 Earnings Summary

CVS Health reported third-quarter 2026 total revenues of $108.4 billion, representing a 5.4% increase year-over-year, driven primarily by growth in the Health Services and Health Care Benefits segments. The company posted GAAP diluted earnings per share of $1.68, a significant improvement from a loss of $3.13 in the prior year, largely due to the absence of a $5.7 billion goodwill impairment charge recorded in 2025. Adjusted earnings per share for the quarter reached $2.09, supported by improved operating income across all segments, particularly in Health Care Benefits. Consequently, CVS Health raised its full-year 2026 guidance, projecting GAAP diluted EPS of at least $6.98 and Adjusted EPS of at least $8.20.