《华尔街日报》周二报道,CVS健康正考虑拆分为两家公司,将其零售药房业务与保险及药房福利管理业务分开。
will split into two companies, dividing its retail pharmacies from its insurance and pharmacy-benefit operations, the Wall Street Journal reported on Tuesday.
《华尔街日报》援引公司消息报道,两家公司中将有一家保留CVS健康名称,并由现任首席执行官大卫·乔伊纳领导。
One of the two companies will retain the CVS Health name and be led by current CEO David Joyner, the Journal reported, citing the company.
CVS健康定于周三发布季度业绩,未立即回应路透社的置评请求。
CVS Health, which is set to report quarterly results on Wednesday, did not immediately respond to a Reuters request for comment.
若拆分成行,将标志着CVS通过收购构建一体化医疗健康业务战略的重大逆转,其中包括2018年约780亿美元收购健康保险商安泰。该公司股价在盘后交易中上涨1.2%。
A separation would mark a significant reversal of CVS' strategy of building an integrated healthcare business through acquisitions, including its roughly $78 billion purchase of health insurer Aetna in 2018. Shares of the company were up 1.2% in extended trading.
《金融时报》早前报道,CVS正考虑将其零售药房业务(运营约9000家药房)分拆为一家独立上市公司,而安泰及其药房福利管理子公司Caremark将保持在一起。
The Financial Times earlier reported that CVS was considering spinning off its retail pharmacy business, which operates about 9,000 pharmacies, into a separately listed company, while Aetna and its pharmacy-benefit manager, Caremark, would remain together.
这一潜在重组之际,药房福利管理机构因其在美国药品供应链中的角色面临日益增长的政治和监管审视,使兼具保险、药品福利管理及药房运营的医疗健康公司备受关注。
The potential shakeup comes as pharmacy benefit managers face growing political and regulatory scrutiny over their role in the US drug supply chain, spotlighting healthcare companies that combine insurance, drug-benefit management and pharmacy operations.
该公司2025年营收创纪录达4021亿美元,较上年增长7.8%。
The company reported record revenue of $402.1 billion in 2025, up 7.8% from the prior year.
路透社当时报道,CVS在2024年曾探索包括潜在拆分在内的多种选项,因这家医疗巨头在其各项业务中面临挑战。
CVS had explored options including a potential breakup in 2024, Reuters reported at the time, as the healthcare giant grappled with challenges across its businesses.
自2024年10月接任以来,乔伊纳带领CVS股价反弹,助推公司市值升至约1170亿美元。
Shares of CVS have rebounded under Joyner, who took over in October 2024, helping lift the company's market value to about $117 billion.