CVS Health Corp (NYSE:CVS) shares moved higher on Tuesday after raising its full-year 2025 financial guidance during its Investor Day event, reflecting stronger performance across its health care businesses.
The company now expects 2025 revenue of at least $400 billion, up from a prior forecast of $397.3 billion.
Adjusted earnings per share (EPS) guidance was increased to $6.60 to $6.70, compared with the previous range of $6.55 to $6.65.
Adjusted operating income guidance was also revised upward to $14.22 billion to $14.39 billion from $14.14 billion to $14.31 billion, while GAAP operating income was raised to $4.37 billion to $4.54 billion from $4.29 billion to $4.46 billion.
Cash flow from operations is projected to remain between $7.5 billion and $8 billion.
Looking ahead to 2026, CVS Health provided initial guidance projecting revenues of at least $400 billion, adjusted EPS of $7 to $7.20, and cash flow from operations of at least $10 billion.
The company expects mid-teens adjusted EPS compound annual growth rate through 2028, driven by continued execution across Aetna, CVS Caremark, and its health care delivery operations.
“We are executing with discipline, strengthening our core businesses and delivering meaningful progress across our enterprise,” CVS Health CEO David Joyner said in a statement.
“As we look ahead, we are focused on building a simpler, more connected and more affordable health care experience for consumers, health care professionals, and payors, delivering value for all stakeholders.”
Shares of CVS added 3% at about $79 following the update.