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CVS Health reported a third-quarter earnings surge with a 47% year-over-year increase in adjusted earnings per share (EPS), reaching $1.60. Revenues hit a record $103 billion, representing an 8% rise from the previous year. The company has raised its full-year 2025 adjusted EPS guidance to between $6.55 and $6.65, up from $6.30-$6.40.
Key contributors to this growth included a strong performance in the Health Care Benefits segment, particularly in government business, achieving an adjusted operating income of approximately $314 million. The medical benefit ratio improved to 92.8%, a decrease of 240 basis points year-over-year. Additionally, the Pharmacy & Consumer Wellness segment saw revenues rise nearly 12%, primarily driven by increased prescription volumes.
In comparison, Amazon’s third-quarter net sales increased 13% to $180.2 billion, while Elevance Health reported 2025 operating revenues of $50.1 billion, up 12% year-over-year. CVS Health’s stock rose 43.5% over the past year, significantly outpacing the industry average decline of 5.5%.
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