AI brief of an SEC Form 8-K · CVS Health (CVS)

CVS Health raises 2026 EPS guidance after first-quarter profit rise

Positive Impact 4 of 5 earnings Written later

CVS Health reported first-quarter 2026 revenue of $100.4 billion, up 6.2% from a year earlier, with GAAP diluted EPS of $2.30 versus $1.41 and Adjusted EPS of $2.57 versus $2.25. The company raised its full-year 2026 guidance for GAAP diluted EPS, Adjusted EPS and cash flow from operations, while saying it is maintaining a cautious view for the rest of the year.

Key points

  • Q1 2026 total revenues $100.4 billion, up 6.2% from $94.6 billion; GAAP diluted EPS $2.30 vs. $1.41
  • Adjusted EPS $2.57 vs. $2.25; Health Care Benefits adjusted operating income rose to $3.0 billion from $2.0 billion
  • Full-year 2026 Adjusted EPS guidance raised to $7.30-$7.50 from $7.00-$7.20; GAAP diluted EPS guidance raised to $6.24-$6.44 from $5.94-$6.14
  • Full-year 2026 cash flow from operations guidance raised to at least $9.5 billion from at least $9.0 billion

The filing

CompanyCVS Health (CVS)
Form8-K, current report
Filed with the SECMay 6, 2026, 6:31 AM ET
Accession number0000064803-26-000051

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 06, 2026.

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.