CVS has updated its 2026 full-year adjusted EPS guidance to $7.30–$7.50, reflecting strong Q1 performance and confidence in continued growth.
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What is CVS's updated earnings guidance for 2026 Q1 and how does it reflect on the company's performance expectations?
In the earnings call excerpt, CVS states that its updated CVS Pharmacy guidance now already reflects an over 2% increase in earnings for 2026.1 However, the excerpts do not explicitly state a standalone “2026 Q1” earnings guidance figure (e.g., “adjusted EPS for Q1 2026”)—they discuss (a) first-quarter results and (b) full-year 2026 guidance updates.123
CVS explicitly updates its full-year 2026 adjusted EPS guidance to a range of $7.30 to $7.50.23 Management frames this as an increase of $0.30 or more than 4% versus the previous range of $7.00 to $7.20.23
Based on the call, CVS’s guidance update reflects three main things:
Confidence grounded in Q1 performance
The company expects improvement across parts of the business, not just one driver
Prudent outlook despite early outperformance
If you want the exact Q1-specific guidance number, it would need to be stated explicitly in the filings/press release text that corresponds to “2026 Q1 guidance” (the excerpts provided here focus on Q1 results and full-year updates).123
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