Consensus EPS · Q2 2026
$2.01
Consensus revenue · Q2 2026
$1.2B
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 | $1.2B | $1.2B | $1.2B |
| EPS | $1.84 | $2.01 | $2.38 |
| EBITDA | $180.5M | $183.6M | $188.3M |
| EBIT | $137.4M | $139.7M | $143.3M |
| Net income | $112M | $118.7M | $126.6M |
- Revenue$1.2B
- EPS$2.01
- EBITDA$183.6M
- EBIT$139.7M
- Net income$118.7M
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 2026 | $1.1B | $1.1B | +0.7% | $1.80 | $1.33 | +35.5% |
- Q1 2026+0.7%+35.5%
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
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Analyst price target
Based on price targets from 2 analysts.
- Low
- $257.00
- Consensus
- $299.73
- Median
- $302.00
- High
- $335.00
- Current
- $213.42
- Upside
- +40.4%
Upside calculated vs most recent trading price of $213.42.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 39 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 2, 2026 | Citigroup | maintain | Neutral | Neutral |
| Jun 30, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
| Jun 11, 2026 | UBS | maintain | Buy | Buy |
| May 22, 2026 | Jefferies | upgrade | Hold | Buy |
| May 21, 2026 | Stephens & Co. | maintain | Overweight | Overweight |
| May 5, 2026 | UBS | maintain | Buy | Buy |
| May 5, 2026 | Citigroup | maintain | Neutral | Neutral |
| May 1, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Apr 30, 2026 | TD Cowen | maintain | Buy | Buy |
| Apr 30, 2026 | JP Morgan | maintain | Overweight | Overweight |
- Jul 2, 2026CitigroupNeutral
- Jun 30, 2026BarclaysEqual Weight
- Jun 11, 2026UBSBuy
- May 22, 2026JefferiesBuy
- May 21, 2026Stephens & Co.Overweight
- May 5, 2026UBSBuy
- May 5, 2026CitigroupNeutral
- May 1, 2026Wells FargoOverweight
- Apr 30, 2026TD CowenBuy
- Apr 30, 2026JP MorganOverweight
Frequently asked questions
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