CVS Health posts transcript of Q2 2026 earnings call
CVS•GLP-1 cash-pay push
CVS also outlined a GLP-1 cash-pay push. MinuteClinic virtual weight management visits are priced at $29, and eligible patients can access therapies for as little as $149.
Q2 2026 earnings call transcript posted
CVS Health posted its Q2 2026 earnings call transcript from Aug. 5, attended by CEO J. David Joyner, CFO Brian Newman, and leaders of Aetna and Health Services.
- Adjusted EPS came in at 2.58 on revenue above $106 billion.
- Adjusted operating income reached $5.2 billion, with year-to-date operating cash flow at $10.6 billion.
Guidance raised for full year and 2027 outlook
- Full-year adjusted EPS guidance was lifted by $0.60 to $7.90-$8.10.
- Cash flow from operations outlook was raised to at least $11.5 billion.
- Revenue is expected to be at least $414 billion.
- Management flagged 2027 headwinds in Caremark from pressure and expected membership declines.
