Consensus EPS · Q2 2027
$2.00
Consensus revenue · Q2 2027
$11.2B
Analysts
22
Expected report
Aug 27, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 22 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $11.1B | $11.2B | $11.3B |
| EPS | $1.90 | $2.00 | $2.09 |
| EBITDA | $992.8M | $1B | $1B |
| EBIT | $752.5M | $758.6M | $763.3M |
| Net income | $427.2M | $442.7M | $462.6M |
- Revenue$11.2B
- EPS$2.00
- EBITDA$1B
- EBIT$758.6M
- Net income$442.7M
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 | $10.8B | $10.8B | -0.3% | $2.00 | $1.89 | +6.0% |
| Q4 2026 | $10.9B | $10.8B | +0.9% | $1.93 | $1.66 | +16.4% |
- Q1 2027-0.3%+6.0%
- Q4 2026+0.9%+16.4%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $11.3B | $11.3B | — | — | 0% |
| EPS | $2.17 | $2.17 | — | — | +0.0% |
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 0 analysts.
- Low
- $110.00
- Consensus
- $137.89
- Median
- $136.00
- High
- $170.00
- Current
- $120.24
- Upside
- +14.7%
Upside calculated vs most recent trading price of $120.24.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 51 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 7, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Jun 4, 2026 | Barclays | maintain | Overweight | Overweight |
| Jun 3, 2026 | Truist Securities | maintain | Hold | Hold |
| Jun 3, 2026 | Telsey Advisory Group | maintain | Market Perform | Market Perform |
| Jun 3, 2026 | Piper Sandler | maintain | Neutral | Neutral |
| Jun 3, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Jun 3, 2026 | Loop Capital | maintain | Hold | Hold |
| Jun 3, 2026 | Freedom Broker | downgrade | Buy | Hold |
| Jun 3, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Jun 3, 2026 | Citigroup | maintain | Neutral | Neutral |
- Jul 7, 2026Evercore ISI GroupIn Line
- Jun 4, 2026BarclaysOverweight
- Jun 3, 2026Truist SecuritiesHold
- Jun 3, 2026Telsey Advisory GroupMarket Perform
- Jun 3, 2026Piper SandlerNeutral
- Jun 3, 2026Morgan StanleyEqual Weight
- Jun 3, 2026Loop CapitalHold
- Jun 3, 2026Freedom BrokerHold
- Jun 3, 2026Evercore ISI GroupIn Line
- Jun 3, 2026CitigroupNeutral
Frequently asked questions
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