NYSE:CVSHealthcare
What CVS Health (CVS)'s Guidance Hike and Goodwill Hit Means For Shareholders
Earlier in December 2025, CVS Health raised its 2025 guidance to at least US$400.00 billion in revenue and higher GAAP operating income, while also flagging an expected US$5.73 billion goodwill impairment tied to its health care delivery assets.
The combination of upgraded guidance and a very large non-cash impairment highlights how CVS is resetting reported earnings while doubling down on value-based care and its Healthy 2030 sustainability agenda.
We’ll now examine how this mix of higher...