CVS Health (CVS) · Form 8-K filed Nov 4, 2026
| Key figure | This quarter |
|---|---|
| Revenue | $108.4 billion |
| Net income (GAAP) | $2.17 billion |
| Diluted EPS (GAAP) | $1.68 |
| Diluted EPS (non-GAAP) | $2.09 |
Results
Total revenues came in at $108.4 billion, which the company said was up 5.4% year-over-year.
Net income attributable to CVS Health was $2.2 billion. GAAP diluted earnings per share were $1.68. On the company's adjusted (non-GAAP) basis, diluted EPS were $2.09.
The prior-year quarter was a loss: net loss attributable to CVS Health of $4.0 billion and GAAP diluted loss per share of $3.13. Adjusted EPS in that quarter were $1.60.
What else stood out
The company said adjusted operating income increased 21.2%, driven by increases across all operating segments.
Year-to-date cash flow from operations was $15.3 billion.
On Medicare Advantage, more than 69 percent of Aetna members are in 2027 plans rated 4 stars or higher.
Looking at the quarterly GAAP trend, revenue has moved from $100.4 billion in the March 2026 quarter to $106.1 billion in June 2026 and $108.4 billion in September 2026. Diluted EPS were $2.30, $2.31 and $1.68 over those same three quarters, and net income was $2.9 billion, $3.0 billion and $2.2 billion.
