CVS Health Corporation

CVSintermediary

CVS Health is one of the largest healthcare companies in the US, operating an integrated model spanning pharmacy benefits management (Caremark), health insurance (Aetna), retail pharmacy (9,900 stores), and primary care clinics (Oak Street Health, MinuteClinic).

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产品与营收

产品营收占比

营收构成 ($357B)

静态数据（加载实时财务…）

Health Services (Caremark PBM) (38%)

Health Insurance (Aetna) (35%)

Pharmacy & Consumer Wellness (22%)

Corporate / Other (5%)

业务板块构成与主要客户

产品详情

Pharmacy Benefits (CVS Caremark)38%

One of the three largest pharmacy benefit managers (PBMs) in the US. Manages drug coverage for 100M+ plan members.

Health Insurance (Aetna)35%

Aetna commercial, Medicare Advantage, and Medicaid health plans serving 24M+ members acquired for $69B in 2018.

Retail Pharmacy (CVS Pharmacy)22%

9,900+ retail pharmacy locations. Filling 1.5B+ prescriptions annually. Also includes front-store retail.

Health Services (MinuteClinic / Oak Street)5%

Primary care clinics (1,100+ MinuteClinics, 200+ Oak Street Health centers). Vertical integration into care delivery.

供应链关系

竞争对手

UnitedHealth Group

PBM (UnitedHealth OptumRx) and health insurance

影响: Primary competitor

The Cigna Group

PBM (Express Scripts) and health insurance

影响: Significant competitor

宏观与市场背景

헬스케어行业新闻

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

近期催化剂

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI 分析

点击「获取 AI 分析」以获得 CVS Health Corporation 的 AI 供应链分析。

企业信息

总部

Woonsocket, Rhode Island, USA

成立时间

1963

员工人数

300,000+

官网

cvshealth.com

行业概况 — 헬스케어

行业新闻