Consensus EPS · Q2 2026
$0.76
Consensus revenue · Q2 2026
$3.5B
Analysts
7
Expected report
Aug 6, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 7 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $2.3B | $3.5B | $4B |
| EPS | $0.65 | $0.76 | $0.82 |
| EBITDA | $1.5B | $1.5B | $1.5B |
| EBIT | $995.3M | $1B | $1B |
| Net income | $250.4M | $264.5M | $271.5M |
- Revenue$3.5B
- EPS$0.76
- EBITDA$1.5B
- EBIT$1B
- Net income$264.5M
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 2026 | $5.1B | $5.2B | -2.4% | $2.17 | $2.28 | -4.8% |
- Q1 2026-2.4%-4.8%
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 1 analyst.
- Low
- $97.00
- Consensus
- $107.75
- Median
- $107.50
- High
- $118.00
- Current
- $112.09
- Upside
- -3.9%
Upside calculated vs most recent trading price of $112.09.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Hold — based on 27 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 2, 2026 | Mizuho | downgrade | Outperform | Neutral |
| May 11, 2026 | Barclays | maintain | Underweight | Underweight |
| Apr 21, 2026 | Morgan Stanley | maintain | Underweight | Underweight |
| Apr 21, 2026 | Keybanc | maintain | Underweight | Underweight |
| Mar 12, 2026 | JP Morgan | maintain | Underweight | Underweight |
| Mar 5, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Mar 4, 2026 | Keybanc | maintain | Underweight | Underweight |
| Feb 24, 2026 | TD Cowen | maintain | Hold | Hold |
| Feb 24, 2026 | Barclays | maintain | Underweight | Underweight |
| Feb 20, 2026 | Scotiabank | maintain | Sector Perform | Sector Perform |
- Jun 2, 2026MizuhoNeutral
- May 11, 2026BarclaysUnderweight
- Apr 21, 2026Morgan StanleyUnderweight
- Apr 21, 2026KeybancUnderweight
- Mar 12, 2026JP MorganUnderweight
- Mar 5, 2026Evercore ISI GroupIn Line
- Mar 4, 2026KeybancUnderweight
- Feb 24, 2026TD CowenHold
- Feb 24, 2026BarclaysUnderweight
- Feb 20, 2026ScotiabankSector Perform
Frequently asked questions
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- Stock Split History3 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.