CVS Health Reports Mixed Q2 Earnings, Lowers 2024 Outlook, Reshuffles Segment Management
CVS Health Reports Mixed Q2 Earnings, Lowers 2024 Outlook, Reshuffles Segment Management
During the premarket session on Wednesday, CVS Health Corp (NYSE:CVS) stock fell after the company reported mixed second-quarter earnings and cut annual profit guidance. The stock has been volatile since.
周三盘前交易中，CVS Health公司（纽交所：CVS）发布了二季度业绩不佳的混合报告并下调了全年利润预测，股票下跌。自那以后，股票一直很波动。
The company reported second-quarter sales of $91.23 billion, missing the consensus of $91.51 billion.
该公司报告第二季度销售额为912.3亿美元，低于预估的915.1亿美元。
Total revenues increased 2.6%, primarily driven by growth in the Health Care Benefits and Pharmacy & Consumer Wellness segments, partially offset by a decline in the Health Services segment.
总收入增长了2.6%，主要是由于医疗保健福利和药房及消费者健康部门增长，部分抵消了医疗服务部门的下降。
Adjusted EPS of $1.83 decreased from $2.21 in the prior year, beating the consensus of $1.73. The fall is primarily due to a decline in the Health Care Benefits segment's operating results, which reflect continued utilization pressure and the unfavorable impact of the company's Medicare Advantage star ratings for the 2024 payment year within the Medicare product line.
每股收益为1.83美元，较上年的2.21美元下降，超过了1.73美元的预估值。这次下跌主要是由于医疗保健福利部门业绩下降，反映了持续的利用压力和公司在医疗保险产品线中的2024年缴费年份的医保优势星级评定的不利影响。
Adjusted operating income decreased 16.4% to $3.74 billion.
调整后的营收净收益下降16.4%，至37.4亿美元。
Also Read: CVS, Rite Aid, Walgreens Hit Hard By Online Pharmacy Trend.
亚马逊网上药店的激增打击了CVS、来爱德、沃尔格林等药店。
Revenues in the Health Care Benefits segment increased 21.4% to $32.48 billion. The Medical benefit ratio increased to 89.6% from 86.2% a year ago. Medical membership reached 27 million.
医疗保健福利部门的收入增长了21.4%，达到324.8亿美元。医疗福利比率从一年前的86.2%增长至89.6%。医疗会员达到了2700万。
Health Services segment revenues decreased 8.8% to $42.17 billion. Pharmacy claims processed decreased 18.3%.
医疗服务部门的收入下降了8.8%，至421.7亿美元。处理的药房索赔下降了18.3%。
Based on the current performance and outlook for the Health Care Benefits segment, the company has decided to make leadership changes effective immediately.
基于医疗保健福利部门的现状和前景，该公司决定立即进行领导层变革。
Brian Kane is leaving the company, and Karen Lynch, CEO, will assume direct leadership of the Health Care Benefits segment.
布莱恩·凯恩正在离开公司，首席执行官卡伦·林奇将直接负责医疗保健福利部门。
Karen and Tom Cowhey, CVS Health's CFO, will oversee this business's day-to-day management.
卡伦和CVS Health的首席财务官汤姆·考伊将监督该业务的日常管理。
Guidance: CVS Health revised its adjusted EPS guidance to $6.40-$6.65 from at least $7.00 versus consensus of $6.98.
预测：CVS Health将其调整后的每股收益指导下调至6.40-6.65美元，而不是至少7.00美元，而市场预期为6.98美元。
CVS Health also revised its full-year 2024 cash flow from operations guidance to approximately $9.0 billion from at least $10.5 billion.
CVS Health还将其2024年全年经营现金流的指导下调至约90亿美元，而不是至少105亿美元。
The guidance revision reflects continued pressure in the Health Care Benefits segment.
指导的修订反映了医疗保健福利部门持续的压力。
CVS Health forecasts 2024 sales of $369.0 billion—$372.0 billion versus a consensus of $368.876 billion at prior guidance of at least $369 billion.
CVS Health预测其2024年销售额为3690亿美元—3720亿美元，而不是至少3690亿美元的预期，并在之前的指导中为3688.76亿美元。
The company expects adjusted operating income of $13.75 billion—$14.15 billion, compared to the prior guidance of at least $14.75 billion.
该公司预期调整后的营业收入为137.5亿美元—141.5亿美元，而之前的指导至少为147.5亿美元。
The company expects a medical benefits ratio of 90.6% – 90.8% versus ~89.8% expected earlier.
公司预计医疗福利比例在90.6%—90.8%，而之前预期为大约89.8%。
Price Action: CVS stock is up 1.22% at $59.05 during the premarket session at the last check on Wednesday.
股价行情：周三盘前交易中，CVS股价上涨1.22%，至59.05美元。
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