-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。CVS Healthは2026年第1四半期に好調な業績を達成し、総売上高は前年同期比6.2%増の1,004億ドル、調整後EPSは2.57ドル（前年同期は2.25ドル）となり、市場予想の2.21ドルを上回りました。特にヘルスケア・ベネフィット部門は目覚ましい業績を上げ、調整後営業利益は52.6%増の30億4,000万ドルに急増、医療給付比率も87.3%から84.6%へと大幅に改善しました。これは、政府関連事業の業績改善に支えられたものです。この好調な第1四半期の業績に基づき、CVSは通期調整後EPSガイダンスを7.00～7.20ドルから7.30～7.50ドルに、キャッシュフロー目標を90億ドルから少なくとも95億ドルに引き上げました。医療会員数は、CVSが個人向け保険交換事業から撤退したことが主な原因で、2,710万人から2,600万人に減少しましたが、法人会員数の増加によって部分的に相殺されました。ヘルスサービス部門は、売上高が11.0%増加したものの、営業利益が7.1%減少するなど、まちまちの結果となりました。好調な四半期にもかかわらず、同社はコスト上昇傾向と潜在的なマクロ経済の逆風について慎重な見通しを維持していることに留意すべきです。
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Commodities
Fortis Reports Mixed Q1 Utility Sales, Growth Projects Advance
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Metallis Resources Provides Update on 2026 Drill Program at Greyhound Project, Idaho
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