CVS (CVS) affirms FY26 revenue of at least USD 400bln (exp. 412.1bln, prev. at least USD 400bln) and CapEx USD 3-3.2bln - earnings slides
CVS's affirmation of its FY26 revenue guidance suggests stability in their growth outlook, although it falls short of consensus expectations, which may generate concern among investors.
CVS Health (CVS) says utilisation is expected to persist at elevated levels in 2026, although the level is difficult to accurately predict, beyond current levels it may pressure the health care benefits segment and health care delivery assets in 2026
S&P Global Inc. (SPGI) Q4 2025 (USD): Adj. EPS 4.30 (exp. 4.33), Revenue 3.92bln (exp. 3.91bln); sees 2026 revenue +6-8%
CVS (CVS) affirms FY26 revenue of at least USD 400bln (exp. 412.1bln, prev. at least USD 400bln) and CapEx USD 3-3.2bln - earnings slides
USTR Greer says beginning to negotiate a deal on critical minerals, Trump-Xi meeting still scheduled or April, had a great call last week
Commerzbank (CBK GY) to implement a further share buyback of up to EUR 540mln; FY25 net result EUR 2.63bln
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The CapEx guidance remains within a reasonable range, signalling ongoing investment in operational capacity, but the earnings slides could indicate underlying challenges that might affect market sentiment. Overall, the divergence from expectations could weigh on CVS's stock performance, particularly in the context of broader equity and forex markets.
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