CVS Health (CVS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

CVS Health (CVS) reported $98.92 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 8.4%. EPS of $1.81 for the same period compares to $1.83 a year ago.The reported revenue represents a surprise of +5.54% over the Zacks Consensus Estimate of $93.72 billion. With the consensus EPS estimate being $1.47, the EPS surprise was +23.13%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how CVS Health performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Medical benefit ratio (MBR): 89.9% versus the seven-analyst average estimate of 90.7%.Medical membership - Total: 26.72 million versus the five-analyst average estimate of 26.79 million.Medical membership - Insured - Medicare Supplement: $1.24 billion versus the four-analyst average estimate of $1.24 billion.Pharmacy claims processed: 469 million compared to the 481.53 million average estimate based on four analysts.Revenue- Pharmacy & Consumer Wellness Segment: $33.58 billion versus the six-analyst average estimate of $32.16 billion. The reported number represents a year-over-year change of +12.5%.Revenue- Health Care Benefits: $36.26 billion versus the six-analyst average estimate of $34.6 billion. The reported number represents a year-over-year change of +11.7%.Net revenue- Health Services segment: $46.45 billion versus the six-analyst average estimate of $43.52 billion. The reported number represents a year-over-year change of +10.2%.Revenue- Pharmacy & Consumer Wellness Segment- Other: $582 million versus $587.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7% change.Revenue- Health Care Benefits Segment- Services: $1.67 billion compared to the $1.67 billion average estimate based on four analysts. The reported number represents a change of +9.6% year over year.Revenue- Health Care Benefits Segment- Net investment income: $407 million compared to the $355.25 million average estimate based on four analysts. The reported number represents a change of +35.7% year over year.Revenue- Health Care Benefits Segment- Premiums: $34.18 billion versus the four-analyst average estimate of $32.52 billion. The reported number represents a year-over-year change of +11.5%.Revenue- Pharmacy & Consumer Wellness Segment- Front store: $5.37 billion compared to the $5.24 billion average estimate based on four analysts. The reported number represents a change of +1.7% year over year.View all Key Company Metrics for CVS Health here>>>Shares of CVS Health have returned -6.5% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.One Big Gain, Every Trading DayTo help you take full advantage of this market, you’re invited to access every stock recommendation in all our private portfolios - for just $1.Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That’s about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%.Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CVS Health Corporation (CVS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks