CVS Health (CVS) Q4 Earnings: Revenue Up 6.1% to $103.7B, EPS $1.00 Expected

CVS Health (NYSE:CVS) is scheduled to report earnings Tuesday, Feb 16, 2026. Key expectations: revenue growth of 6.1% year on year to $103.7 billion, up from $102.9 billion in Q4 2025; adjusted EPS of $1.00 per share. The company outperformed in Q4 2025, delivering $102.9 billion in revenue, 7.8% YoY, and beating both revenue and EPS estimates. Analysts have maintained their guidance over the past 30 days; CVS shares are down 2.8% in the last month, trading at $78.24 vs an average price target of $94.76. Peer context: Cigna and Centene posted strong Q4 results, with Cigna revenue up 10.4% and Centene up 21.9% YoY.