CVS Health is executing a multi-year plan to restore Aetna, its insurance business, to target margins, with benefits visible in the first half of 2026 as Health Care Benefits adjusted operating income rose more than $2 billion year over year. The company raised its 2026 Health Care Benefits adjusted operating income outlook to $5.03-$5.37 billion, more than $1 billion above prior guidance, and expects a full-year medical benefit ratio of about 89.75%. Operational initiatives, including Aetna's Claims Assist Manager and the Aetna Clinical Collaboration program, are supporting the recovery. In a peer update, McKesson reported first-quarter fiscal 2027 Oncology & Multispecialty revenues up 33% and adjusted operating profit up 41%, while Align Technology saw teen and growing-patient treatment starts increase 7.2% year over year to 240,000 cases in the second quarter.
CVS Health CorpRaised 2026 Aetna profit outlook and operating income guidance.
McKesson Corporation
Align Technology Inc