CVS HEALTH (CVS) earnings for the quarter ended September 2026: EPS beats estimates
CVS HEALTH reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $2.09 against the analysts’ average forecast of $1.65, a beat of 26.6%.
Revenue for the quarter was $108.40 billion, up 5.4% from $102.87 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 11.0% on the first trading day after the report.
The last four quarters
CVS HEALTH has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.09 | $1.65 | +26.6% | +5% | −11.0% |
| Jun 2026 | $2.58 | $1.85 | +39.4% | +7% | −7.8% |
| Mar 2026 | $2.57 | $2.21 | +16.5% | +6% | +8.3% |
| Sep 2025 | $1.60 | $1.36 | +17.9% | +8% | −6.7% |
What comes next
Analysts expect EPS of $1.09 for the next quarter on average and $8.27 for the fiscal year ending December 31, 2026.
The average analyst price target is $110.32, 23% above the current price of $89.35.
Valuation and score
CVS HEALTH scores 2.4 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 10.4, and its intrinsic value under moderate assumptions is about 60% above the current market value. Full CVS HEALTH analysis with 10 years of financials
Frequently asked questions
What was CVS HEALTH’s EPS for the quarter ended September 2026?
$2.09 adjusted per share, against an analyst consensus of $1.65.
How much revenue did CVS HEALTH report?
$108.40 billion, up 5.4% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.