2026 EPS baseline rose 3.5%; preliminary 2027 floor stayed near consensus
Adjusted EPS, $/share; preprint cutoff Aug. 4, current management anchors as of Aug. 5
Table comparing CVS's 2026 clean adjusted EPS base and 2027 earnings destination before and after 2Q26. The 2026 clean base increased from an estimated $7.20 to CVS's $7.46 baseline, about $0.26 or 3.5%. The preliminary 2027 floor of at least $8.44 was essentially unchanged from $8.43 preprint consensus. The $7.20 figure is a Graver Research estimate; the $8.44 figure is preliminary management commentary.