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CVS Health在第一季業績超預期後上調了2026年業績展望。

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-- CVS Health (CVS) 在公佈優於預期的第一季業績後，上調了全年獲利預期，主要得益於其醫療保健福利業務的改善。 該公司將2026年調整後每股盈餘預期從先前的7美元至7.20美元上調至7.30美元至7.50美元。 FactSet 的市場共識預期為7.16美元。 首席財務官布萊恩紐曼在財報電話會議上表示：“我們還將全年經營活動現金流預期上調至至少95億美元，這反映了基本面的改善，主要與醫療保健福利業務的營運資本有關。” 該股週三上漲7.3%，今年以來累計上漲9.1%。 CVS 維持了其醫療福利比率預期，該比率代表保費中用於醫療福利的百分比。 紐曼表示：“在更清晰地了解藥房和消費者健康業務板塊的醫療成本趨勢發展情況之前，我們將繼續對醫療成本趨勢保持謹慎和審慎的態度。” 第一季度，調整後每股盈餘從去年同期的2.25美元增至2.57美元，營收成長6.2%至1,004.3億美元。華爾街先前預期每股盈餘為2.18美元，營收為949.7億美元。 醫療保健福利業務部門的銷售額成長3.3%至359.7億美元。紐曼表示：“這一增長主要得益於政府業務，但部分被我們2026年退出個人醫保交易市場業務所抵消。” 醫療服務業務部門的營收成長11%至482.4億美元，而藥局和消費者健康業務板塊的營收則基本持平，為319.9億美元。

Price: $86.61, Change: $+5.92, Percent Change: +7.34%

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