Consensus EPS · Q2 2027
$1.79
Consensus revenue · Q2 2027
$1.5B
Analysts
11
Expected report
Oct 22, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.5B | $1.5B | $1.6B |
| EPS | $1.74 | $1.79 | $1.85 |
| EBITDA | $514.5M | $521.3M | $538.1M |
| EBIT | $492.3M | $498.7M | $514.8M |
| Net income | $237M | $248M | $261.8M |
- Revenue$1.5B
- EPS$1.79
- EBITDA$521.3M
- EBIT$498.7M
- Net income$248M
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 |
|---|---|---|---|---|---|---|
| Q1 2027 | $1B | $1B | +0.1% | $0.94 | $0.88 | +7.3% |
| Q4 2026 | $1.1B | $1.1B | +3.1% | $0.96 | $0.83 | +15.5% |
- Q1 2027+0.1%+7.3%
- Q4 2026+3.1%+15.5%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $1.1B | $1.1B | — | — | +0.2% |
| EPS | $1.05 | $0.98 | — | — | +7.0% |
Community vs analysts
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Analyst price target
Based on price targets from 6 analysts.
- Low
- $85.00
- Consensus
- $117.94
- Median
- $121.00
- High
- $145.00
- Current
- $96.04
- Upside
- +22.8%
Upside calculated vs most recent trading price of $96.04.
Analyst ratings
Consensus: Hold — based on 56 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 24, 2026 | Truist Securities | maintain | Buy | Buy |
| Jul 24, 2026 | Telsey Advisory Group | maintain | Market Perform | Market Perform |
| Jul 24, 2026 | Stifel | maintain | Buy | Buy |
| Jul 24, 2026 | Needham | maintain | Buy | Buy |
| Jul 24, 2026 | Barclays | maintain | Overweight | Overweight |
| Jul 24, 2026 | Baird | maintain | Neutral | Neutral |
| Jul 13, 2026 | Jefferies | upgrade | Hold | Buy |
| May 26, 2026 | Barclays | maintain | Overweight | Overweight |
| May 22, 2026 | UBS | maintain | Buy | Buy |
| May 22, 2026 | Truist Securities | maintain | Buy | Buy |
- Jul 24, 2026Truist SecuritiesBuy
- Jul 24, 2026Telsey Advisory GroupMarket Perform
- Jul 24, 2026StifelBuy
- Jul 24, 2026NeedhamBuy
- Jul 24, 2026BarclaysOverweight
- Jul 24, 2026BairdNeutral
- Jul 13, 2026JefferiesBuy
- May 26, 2026BarclaysOverweight
- May 22, 2026UBSBuy
- May 22, 2026Truist SecuritiesBuy
Frequently asked questions
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