Dec 31, 2023

CVS Health Q4 2023 Earnings Report

Announced operating results for the fourth quarter and full-year 2023.

Key Takeaways

CVS Health's Q4 2023 total revenues increased to $93.8 billion, up 11.9% compared to prior year. GAAP diluted EPS was $1.58 and Adjusted EPS was $2.12.

Total revenues increased to $93.8 billion, up 11.9% compared to prior year

GAAP diluted EPS of $1.58 and Adjusted EPS of $2.12

Announced CVS CostVantageTM, which evolves our pharmacy reimbursement model and brings greater transparency and simplicity to the system.

Launched CVS HealthspireTM, the new name for the Health Services segment, which includes Caremark, CordavisTM, Oak Street Health, Signify Health and MinuteClinic®.

Total Revenue
$93.8B
Previous year: $83.8B
+11.9%
EPS
$2.12
Previous year: $1.99
+6.5%
Gross Profit
$13.9B
Previous year: $13.8B
+0.5%
Cash and Equivalents
$11.5B
Previous year: $12.9B
-11.5%
Free Cash Flow
-$3.55B
Previous year: -$2.64B
+34.4%
Total Assets
$250B
Previous year: $228B
+9.4%

CVS Health

CVS Health

CVS Health Revenue by Segment

Forward Guidance

The Company revised its full-year 2024 GAAP diluted EPS guidance to at least $7.06 from at least $7.26 and its full-year 2024 Adjusted EPS guidance to at least $8.30 from at least $8.50. The Company also revised its full-year 2024 cash flow from operations guidance to at least $12.0 billion from at least $12.5 billion.

Revenue & Expenses

Visualization of income flow from segment revenue to net income