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CVS Health (CVS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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CVS Health (CVS - Free Report) reported $108.4 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 5.4%. EPS of $2.09 for the same period compares to $1.60 a year ago.
The reported revenue represents a surprise of +3.2% over the Zacks Consensus Estimate of $105.04 billion. With the consensus EPS estimate being $1.62, the EPS surprise was +29.01%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CVS Health performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Medical membership - Total: 26.12 million compared to the 25.99 million average estimate based on five analysts.
Medical membership - Insured - Commercial: 2.57 million versus the four-analyst average estimate of 2.47 million.
Medical membership - Insured - Medicare Supplement: $1.16 billion versus $1.18 billion estimated by four analysts on average.
Medical membership - Medicaid - Total: $2.32 billion versus the four-analyst average estimate of $2.31 billion.
Revenue- Health Care Benefits: $36.86 billion versus $35.86 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.4% change.
Net revenue- Health Services segment: $53.96 billion versus the five-analyst average estimate of $51.75 billion. The reported number represents a year-over-year change of +9.5%.
Revenue- Pharmacy & Consumer Wellness Segment: $35.5 billion versus $35.51 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -2% change.
Revenue- Health Care Benefits Segment- Services: $1.83 billion versus $1.86 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.2% change.
Revenue- Health Care Benefits Segment- Net investment income: $455 million compared to the $432.13 million average estimate based on four analysts. The reported number represents a change of -11.3% year over year.
Revenue- Pharmacy & Consumer Wellness Segment- Front store: $5.16 billion versus $5.16 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -0.5% change.
Revenue- Pharmacy & Consumer Wellness Segment- Pharmacy: $29.73 billion compared to the $29.72 billion average estimate based on four analysts. The reported number represents a change of -2.3% year over year.
Revenue- Health Care Benefits Segment- Premiums: $34.57 billion versus the four-analyst average estimate of $33.6 billion. The reported number represents a year-over-year change of +2.5%.
Shares of CVS Health have returned +5.8% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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CVS Health (CVS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
CVS Health (CVS - Free Report) reported $108.4 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 5.4%. EPS of $2.09 for the same period compares to $1.60 a year ago.
The reported revenue represents a surprise of +3.2% over the Zacks Consensus Estimate of $105.04 billion. With the consensus EPS estimate being $1.62, the EPS surprise was +29.01%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CVS Health performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for CVS Health here>>>
Shares of CVS Health have returned +5.8% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.