Consensus EPS · Q3 2026
$2.48
Consensus revenue · Q3 2026
$1.7B
Analysts
8
Expected report
Aug 18, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 8 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.7B | $1.7B | $1.8B |
| EPS | $2.45 | $2.48 | $2.55 |
| EBITDA | $480.5M | $483.3M | $489.9M |
| EBIT | $395.6M | $397.8M | $403.3M |
| Net income | $426.7M | $428.5M | $432M |
- Revenue$1.7B
- EPS$2.48
- EBITDA$483.3M
- EBIT$397.8M
- Net income$428.5M
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | $1.7B | $1.7B | +0.7% | $2.87 | $2.32 | +23.6% |
- Q2 2026+0.7%+23.6%
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
- $376.00
- Consensus
- $395.88
- Median
- $388.50
- High
- $425.00
- Current
- $327.53
- Upside
- +20.9%
Upside calculated vs most recent trading price of $327.53.
Analyst ratings
Consensus: Buy — based on 16 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 13, 2026 | Morgan Stanley | upgrade | Equal Weight | Overweight |
| May 22, 2026 | Truist Securities | maintain | Hold | Hold |
| May 21, 2026 | JP Morgan | maintain | Overweight | Overweight |
| May 21, 2026 | Citigroup | maintain | Buy | Buy |
| May 20, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 20, 2026 | UBS | maintain | Buy | Buy |
| May 20, 2026 | Susquehanna | maintain | Positive | Positive |
| May 20, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| May 20, 2026 | Barclays | maintain | Overweight | Overweight |
| May 20, 2026 | Baird | maintain | Outperform | Outperform |
- Jul 13, 2026Morgan StanleyOverweight
- May 22, 2026Truist SecuritiesHold
- May 21, 2026JP MorganOverweight
- May 21, 2026CitigroupBuy
- May 20, 2026Wells FargoOverweight
- May 20, 2026UBSBuy
- May 20, 2026SusquehannaPositive
- May 20, 2026Morgan StanleyEqual Weight
- May 20, 2026BarclaysOverweight
- May 20, 2026BairdOutperform
Frequently asked questions
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