CVS Health(US:CVS) ZACKSยท2025-07-24 15:08Core Viewpoint - CVS Health is expected to report a year-over-year decline in earnings despite an increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - CVS Health is projected to post quarterly earnings of $1.47 per share, reflecting a year-over-year decrease of 19.7% [3]. - Revenues are anticipated to reach $93.72 billion, which is a 2.7% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.55% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. - The Most Accurate Estimate for CVS Health is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.06% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a higher likelihood of an earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12]. - CVS Health has a Zacks Rank of 2, indicating a strong potential for beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, CVS Health exceeded the expected earnings of $1.71 per share by delivering $2.25, resulting in a surprise of +31.58% [13]. - Over the past four quarters, CVS Health has consistently beaten consensus EPS estimates [14]. Industry Context - In the Zacks Medical Services industry, Teladoc is expected to report a loss of $0.27 per share, with a year-over-year change of +3.6% [18]. - Teladoc's revenue is projected to be $620.91 million, down 3.4% from the previous year [18]. - The consensus EPS estimate for Teladoc has been revised down by 3.9% in the last 30 days, resulting in an Earnings ESP of -13.8% [19].