Consensus EPS · Q2 2026
$3.97
Consensus revenue · Q2 2026
$13.5B
Analysts
11
Expected report
Jul 29, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $13.2B | $13.5B | $13.9B |
| EPS | $3.76 | $3.97 | $4.12 |
| EBITDA | $1.7B | $1.7B | $1.7B |
| EBIT | $1.4B | $1.4B | $1.5B |
| Net income | $1B | $1.1B | $1.1B |
- Revenue$13.5B
- EPS$3.97
- EBITDA$1.7B
- EBIT$1.4B
- Net income$1.1B
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 | $13.5B | $12.7B | +6.1% | $4.10 | $3.67 | +11.6% |
| Q4 2025 | $14.4B | $13.8B | +4.2% | $4.17 | $4.11 | +1.4% |
- Q1 2026+6.1%+11.6%
- Q4 2025+4.2%+1.4%
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
- $371.00
- Consensus
- $415.33
- Median
- $435.00
- High
- $440.00
- Current
- $373.16
- Upside
- +11.3%
Upside calculated vs most recent trading price of $373.16.
Analyst ratings
Consensus: Buy — based on 34 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 9, 2026 | Jefferies | maintain | Buy | Buy |
| Jul 6, 2026 | B of A Securities | maintain | Buy | Buy |
| Jun 11, 2026 | Jefferies | upgrade | Hold | Buy |
| May 18, 2026 | Citigroup | maintain | Neutral | Neutral |
| Apr 30, 2026 | UBS | maintain | Neutral | Neutral |
| Apr 30, 2026 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Apr 30, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Apr 7, 2026 | Jefferies | maintain | Hold | Hold |
| Apr 2, 2026 | Citigroup | maintain | Neutral | Neutral |
| Feb 2, 2026 | Jefferies | maintain | Hold | Hold |
- Jul 9, 2026JefferiesBuy
- Jul 6, 2026B of A SecuritiesBuy
- Jun 11, 2026JefferiesBuy
- May 18, 2026CitigroupNeutral
- Apr 30, 2026UBSNeutral
- Apr 30, 2026RBC CapitalSector Perform
- Apr 30, 2026JP MorganOverweight
- Apr 7, 2026JefferiesHold
- Apr 2, 2026CitigroupNeutral
- Feb 2, 2026JefferiesHold
Frequently asked questions
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- Buybacks0.90% TTM
- Dividend Profile1.66% yield
- Dividend Calculator
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- Stock Split History7 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.