Overview
- CVS now projects at least $400 billion in 2025 revenue and raises adjusted EPS guidance to $6.60–$6.70.
- For 2026, the company guides to at least $400 billion in revenue and adjusted EPS of $7.00–$7.20, and commits to a mid-teens EPS CAGR through 2028.
- An AI-native engagement platform anchored in a single app will integrate services across Aetna, CVS Caremark, CVS Pharmacy and selected external partners.
- Management reports more than $1 billion in savings to fund growth and AI, citing Aetna nurses saving 90 minutes per day, Oak Street AI scribes in 90% of facilities, and Caremark processing 300+ claims per second with 99% first-call resolution.
- CVS narrows its Medicare Advantage margin goal to roughly 3%–4% due in part to Inflation Reduction Act effects, as shares rose about 2%–3% following the Investor Day updates.