CVS Raises Aetna 2026 Earnings and Cash-Flow Guidance on Margin Recovery
Aetna’s adjusted operating income improved by more than $1 billion through the March quarter and more than $2 billion through the June quarter. CVS raised full-year 2026 guidance for Health Care Benefits adjusted operating income by over $1 billion, lifting adjusted EPS guidance to $7.90–$8.10 and cash flow from operations to at least $11.5 billion. Management flagged headwinds in Pharmacy Services tied to 340B and expects Caremark membership declines.