Price is syncing
Reported smart-money activity is still available below.
Recent earnings
4/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
50 articles, 7 days
Analysts
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsWhat it reported, what was expected, and what comes next.
Reported Aug 5, 2026
Earnings per share
$1.87 expected
GAAP EPS was $2.31 and adjusted EPS was $2.58. The analyst basis could not be confirmed, so no beat or miss is shown.
Next report
EPS expected
$1.46 to $1.82
Revenue expected
13 analysts
Last 30 days
Split both ways
Estimate drift
Change in 30 days
From the release
The three statements, quarter by quarter.
Sep 2025 to Jun 2026
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| RevenueTotal revenue | $102.87B | $105.69B | $100.43B | $106.10B |
| Cost of what it soldCost of revenue | $89.06B | $92.13B | $84.80B | $90.35B |
| Gross profit | $13.81B | $13.57B | $15.62B | $15.75B |
| What it spent | ||||
| Other operating costsOperating costs not itemised in the filing's summary | $17.01B | $11.46B | $10.94B | $11.05B |
| Total operating expenses | $17.01B | $11.46B | $10.94B | $11.05B |
| What was left | ||||
| Operating profitOperating income | -$3.21B | $2.11B | $4.68B | $4.70B |
| Interest on debtInterest expense | $784.0M | $787.0M | $774.0M | $757.0M |
| Profit before tax | -$3.48B | $1.35B | $3.94B | $3.98B |
| TaxIncome tax expense | $508.0M | -$1.57B | $995.0M | $982.0M |
| Net profitNet income | -$3.98B | $2.94B | $2.94B | $3.00B |
| EBITDAEarnings before interest, tax, depreciation, amortisation | -$1.56B | $3.29B | $5.83B | $5.86B |
Business quality, value, and expectations at a glance.
Fundamentals
Reasonably priced and running thin margins.
Valuation
Quality
Growth
Filed positions and reported activity tied to this stock.
8 funds hold a position and insiders have been net selling.
Real smart money
Insiders
Politicians
Trend, range, and the price levels that matter.
Technicals
Technicals sync when verified market data is available. No sample data is shown.
Recent coverage and its overall tone.
News
Coverage leans bullish
20 bullish · 17 neutral · 13 bearish
Tone of tracked coverage
Gilead wins appeals court ruling against overseas drug imports
Leans bullishAug 14Mark Cuban Wants Investors Out of Health Insurers. That’s Tough If You Own These ETFs
NeutralAug 14How Cigna’s Dividend Hike And Jefferies’ Downgrade At Cigna Group (CI) Has Changed Its Investment Story
NeutralAug 14Dodge & Cox (CVS: CVS) reports 50M-share, 3.9% ownership stake in CVS Health
NeutralAug 13CVS Health (CVS) Stock Trades Below Fair Value After A 48% Gain
Leans bullishAug 13Cedar deploys agentic AI for patient billing, financial experience
Leans bullishAug 13Molina Healthcare (MOH) Surged on Medicaid Clarity and Robust Results
Leans bullishAug 13Value-based mandates linked to higher hospital admin costs
Leans bearishAug 12Thomas Tuberville
$1K to $15K · traded Aug 26
$1K
sold
AlphaYou
