Consensus EPS · Q2 2026
$14.53
Consensus revenue · Q2 2026
$3.4B
Analysts
10
Expected report
Jul 29, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 10 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $3.3B | $3.4B | $3.7B |
| EPS | $12.97 | $14.53 | $16.44 |
| EBITDA | $448.3M | $458.4M | $466.2M |
| EBIT | $448.3M | $458.4M | $466.2M |
| Net income | $545.7M | $585M | $659.2M |
- Revenue$3.4B
- EPS$14.53
- EBITDA$458.4M
- EBIT$458.4M
- Net income$585M
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 | $4.1B | $4.2B | -2.4% | $16.08 | $13.97 | +15.1% |
- Q1 2026-2.4%+15.1%
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 6 analysts.
- Low
- $355.00
- Consensus
- $397.25
- Median
- $383.00
- High
- $484.00
- Current
- $373.07
- Upside
- +6.5%
Upside calculated vs most recent trading price of $373.07.
Analyst ratings
Consensus: Hold — based on 22 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 10, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Jul 9, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jul 9, 2026 | Mizuho | maintain | Neutral | Neutral |
| Jul 9, 2026 | Cantor Fitzgerald | maintain | Neutral | Neutral |
| Jul 8, 2026 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Jul 7, 2026 | Barclays | maintain | Overweight | Overweight |
| Jul 6, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| May 21, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| May 14, 2026 | BMO Capital | maintain | Market Perform | Market Perform |
| May 12, 2026 | Citigroup | maintain | Neutral | Neutral |
- Jul 10, 2026Evercore ISI GroupIn Line
- Jul 9, 2026Wells FargoEqual Weight
- Jul 9, 2026MizuhoNeutral
- Jul 9, 2026Cantor FitzgeraldNeutral
- Jul 8, 2026Keefe, Bruyette & WoodsOutperform
- Jul 7, 2026BarclaysOverweight
- Jul 6, 2026Morgan StanleyEqual Weight
- May 21, 2026Morgan StanleyEqual Weight
- May 14, 2026BMO CapitalMarket Perform
- May 12, 2026CitigroupNeutral
Frequently asked questions
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