周三，CVS Health公司（NYSE:CVS）发布了其第四季度财报。销售额达到977.1亿美元，高于市场预期的971.9亿美元。
总营收同比增长4.2%，主要得益于医疗保健福利和药房及消费健康部门的增长，尽管健康服务部门有所下降。
每股收益（EPS）经调整后为1.19美元，较去年同期的2.12美元有所下降，但高于市场预期的0.93美元。下降的主要原因是医疗保健福利部门的经营结果减弱，包括持续的使用压力以及2024年支付年度联邦医疗保险星级评级的不利影响。
CVS Health还提供了对2025财年的乐观指导，预计调整后每股收益在5.75至6.00美元之间，市场预期为5.96美元。报告发布后，CVS在当日盘前交易中上涨了9.89%，至60.44美元。
以上内容来自Benzinga Earnings专栏，原文如下：
On Wednesday, CVS Health Corp (NYSE:CVS) reported fourth-quarter sales of $97.71 billion, beating the consensus of $97.19 billion.
Total revenues increased 4.2%, driven by growth in the Health Care Benefits and Pharmacy & Consumer Wellness segments, partially offset by a decline in the Health Services segment.
Also Read: CVS Health Stock Is Relatively Cheap, Analyst Highlights Cost Trend Pressure Ahead Of Q4 Earnings
Adjusted EPS of $1.19 decreased from $2.12 in the prior year, beating the consensus of $0.93, primarily due to a decline in the Health Care Benefits segment's operating results, which reflect continued utilization pressure and the unfavorable impact of the Company's Medicare Advantage star ratings for the 2024 payment year.
Adjusted operating income decreased 35.5% to $2.73 billion.
Also Read: FTC Says UnitedHealth, CVS, Cigna Make Billions Via PBMs On Specialty Drugs
Revenues in the Health Care Benefits segment increased 23.3% to $32.96 billion, primarily driven by growth in the Medicare and individual exchange product lines.
The Medical benefit ratio increased from 88.5% to 94.8% compared to the prior year, driven by increased utilization, the unfavorable impact of the previously disclosed decline in the company's Medicare Advantage star ratings for the 2024 payment year, and the impact of higher acuity in Medicaid.
Medical membership as of December 31, 2024, of 27.1 million, increased by 1.4 million members compared with December 31, 2023, reflecting increases in the Medicare and individual exchange product lines.
Health Services segment (offering pharmacy benefit management) sales decreased 4.3% to $47.02 billion, primarily driven by the previously announced loss of a large client and continued pharmacy client price improvements. These decreases were partially offset by the pharmacy drug mix, increased contributions from the company's healthcare delivery assets, and growth in specialty pharmacy.
Pharmacy & Consumer Wellness segment sales increased 7.5% to $33.51 billion, primarily driven by pharmacy drug mix and increased prescription volume.
Prescriptions filled increased by 3.3%, and Same-store prescription volume increased by 5.9% in the quarter.
Guidance: CVS Health forecasts fiscal year 2025 adjusted EPS of $5.75-$6.00 versus consensus of $5.96.
The company expects GAAP EPS of $4.58 to $4.83, with cash flow from operations guidance of approximately $6.5 billion.
In the last 12 months, CVS stock has fallen by 29%. The stock has jumped today on positive Q4 report.
Price Action: CVS stock is up 9.89% at $60.44 during the premarket session on last check Wednesday
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