CVS Health Q1 EPS rises to $1.41; adjusted EPS guidance raised, GAAP guidance cut
CVS Health reported first-quarter 2025 results with total revenues up 7.0% to $94.6 billion and GAAP diluted EPS of $1.41, up from $0.88 a year earlier. The company raised its full-year Adjusted EPS and cash flow from operations guidance but lowered its full-year GAAP diluted EPS guidance, and it said it will exit the individual exchange business, so shareholders face a mixed picture of higher adjusted profit expectations alongside lower GAAP expectations.
Key points
- Total revenues rose 7.0% to $94.6 billion; GAAP diluted EPS was $1.41 versus $0.88, and Adjusted EPS was $2.25 versus $1.31.
- 2025 Adjusted EPS guidance raised to $6.00 to $6.20 from $5.75 to $6.00; GAAP diluted EPS guidance revised to $4.23 to $4.43 from $4.58 to $4.83.
- Quarter included a $387 million Omnicare litigation charge tied to an April 2025 jury verdict and a $247 million pre-tax loss on the Accountable Care asset wind-down and sale.
- Full-year cash flow from operations guidance raised to approximately $7.0 billion from approximately $6.5 billion; the company will exit the individual exchange business where Aetna independently operates ACA plans for 2026.
The filing
Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 01, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.