> Возможностей в Telegram + Портфель + Сделки + Обзоры
29.10.2025

💰CVS Health отчет за 3 квартал

@usstocksnews | YouTube | VK Видео | Чат

🔹 Revenue: $102.87B (Est. $98.85B) 🟢; UP +7.8% YoY
🔹 Adj EPS: $1.60 (Est. $1.37) 🟢

FY25 Guidance:
🔹 Adjusted EPS: $6.55–$6.65 (Prior $6.30–$6.40; Cons. $6.38) 🟢
🔹 Diluted EPS: ($0.34)–($0.24) (Prior $3.84–$3.94) 🔴
🔹 Cash From Ops: $7.5B–$8.0B (Prior ≥ $7.5B) 🟡

Segment Notes (Q3)
🔹 Health Care Benefits: Adj. Op. Inc. $314M vs ($924M) LY; MBR 92.8% (↓ 240 bps YoY)
🔹 Health Services: Rev $49.27B; Adj. Op. Inc. $2.05B (DOWN YoY); Pharmacy claims -1.8% YoY
🔹 Pharmacy & Consumer Wellness: Rev $36.21B; Adj. Op. Inc. $1.478B (DOWN YoY); Scripts filled +6.9% YoY

Other:
🔹 GAAP Diluted EPS: — $3.13 (loss; includes $5.7B goodwill impairment in Health Care Delivery)
🔹 Adj Operating Income: $3.459B; UP +35.8% YoY
🔹 Cash From Ops (YTD): $7.2B

#cvs

Для обсуждения переходи в чат t.me/USstocksnews_chat