CVS Health Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
12.9%projected annual EPS growth
Analyst Coverage
25analysts covering
FY Revenue (est.)
$417.7Bnext fiscal year
FY EPS (est.)
$7.93next fiscal year
Monitoring Framework
Key Performance Indicators
Medical Benefit Ratio (MBR) Quarterly84.6%Target: Target margins to be fully restored by 2028
Quarterly Revenue (USD Billions) Quarterly100.4Target: At least 405.0 billion for FY 2026
Adjusted Diluted EPS (USD) Quarterly2.6Target: 7.30 to 7.50 for FY 2026
Cash Flow from Operations (USD Billions) AnnuallyTarget: At least 9.5 billion for FY 2026
Watch Items
- Aetna Medical Benefit Ratio (MBR) NormalizationTrigger: MBR exceeding 88%Action: Re-evaluate underwriting assumptions, pricing models, and Medicare Advantage plan designs.
- PBM Regulatory and Legislative ChangesTrigger: Federal Trade Commission (FTC) or congressional actions restricting PBM pricing transparency or rebate structuresAction: Assess impact on Caremark's operating margins and adjust contract structures with clients and manufacturers.
Research as of 2 Sep 2026