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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產品與營收

產品營收佔比

營收結構 ($357B)

靜態數據（加載即時財務…）

Health Services (Caremark PBM) (38%)

Health Insurance (Aetna) (35%)

Pharmacy & Consumer Wellness (22%)

Corporate / Other (5%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

競爭對手

UnitedHealth Group

PBM (UnitedHealth OptumRx) and health insurance

影響: Primary competitor

The Cigna Group

PBM (Express Scripts) and health insurance

影響: Significant competitor

宏觀與市場背景

헬스케어行業新聞

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)

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 CVS Health Corporation 的 AI 供應鏈分析。

企業資訊

總部

Woonsocket, Rhode Island, USA

成立時間

1963

員工人數

300,000+

官網

cvshealth.com

行業概況 — 헬스케어

行業新聞