Overview
- Adjusted EPS reached $1.60 on revenue of about $102.9 billion, topping Wall Street estimates.
- Full‑year 2025 adjusted earnings guidance rose to $6.55–$6.65 per share, with a fuller 2026 outlook promised in December after signaling mid‑teens growth.
- CVS reported a net loss of roughly $4 billion after recording a $5.73 billion goodwill impairment tied to Oak Street Health, MinuteClinics and Signify Health.
- Sixteen underperforming Oak Street clinics will close, and the company will slow future primary‑care clinic openings.
- Aetna’s medical loss ratio improved to 92.8% with revenue up about 9%, while pharmacy and PBM results benefited from higher prescription volume, including files acquired from Rite Aid.