Consensus EPS · Q1 2027
$0.40
Consensus revenue · Q1 2027
$1.3B
Analysts
19
Expected report
Jul 29, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 19 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.2B | $1.3B | $1.3B |
| EPS | $0.37 | $0.40 | $0.42 |
| EBITDA | $324.9M | $327.5M | $330.1M |
| EBIT | $256M | $258M | $260.1M |
| Net income | $419.3M | $430M | $451.5M |
- Revenue$1.3B
- EPS$0.40
- EBITDA$327.5M
- EBIT$258M
- Net income$430M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q4 2026 | $1.5B | $1.5B | +1.1% | $0.60 | $0.58 | +3.2% |
| Q3 2026 | $1.2B | $1.2B | +1.1% | $0.43 | $0.41 | +5.1% |
- Q4 2026+1.1%+3.2%
- Q3 2026+1.1%+5.1%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 3 analysts.
- Low
- $130.00
- Consensus
- $318.50
- Median
- $317.50
- High
- $500.00
- Current
- $283.40
- Upside
- +12.4%
Upside calculated vs most recent trading price of $283.40.
Analyst ratings
Consensus: Buy — based on 27 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 | Susquehanna | maintain | Positive | Positive |
| Jul 20, 2026 | UBS | maintain | Buy | Buy |
| Jul 14, 2026 | Keybanc | maintain | Overweight | Overweight |
| Jul 14, 2026 | HSBC | downgrade | Buy | Hold |
| Jun 24, 2026 | UBS | maintain | Buy | Buy |
| Jun 24, 2026 | TD Cowen | maintain | Buy | Buy |
| Jun 23, 2026 | B of A Securities | maintain | Neutral | Neutral |
| Jun 18, 2026 | New Street Research | downgrade | Buy | Neutral |
| Jun 11, 2026 | B of A Securities | maintain | Neutral | Neutral |
| Jun 4, 2026 | Mizuho | maintain | Outperform | Outperform |
- Jul 21, 2026SusquehannaPositive
- Jul 20, 2026UBSBuy
- Jul 14, 2026KeybancOverweight
- Jul 14, 2026HSBCHold
- Jun 24, 2026UBSBuy
- Jun 24, 2026TD CowenBuy
- Jun 23, 2026B of A SecuritiesNeutral
- Jun 18, 2026New Street ResearchNeutral
- Jun 11, 2026B of A SecuritiesNeutral
- Jun 4, 2026MizuhoOutperform
Frequently asked questions
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