Consensus EPS · Q2 2026
$0.53
Consensus revenue · Q2 2026
$6.1B
Analysts
11
Expected report
Aug 5, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $6B | $6.1B | $6.2B |
| EPS | $0.51 | $0.53 | $0.56 |
| EBITDA | $638.6M | $650.2M | $656.6M |
| EBIT | $420.2M | $427.9M | $432M |
| Net income | $592M | $627.5M | $663M |
- Revenue$6.1B
- EPS$0.53
- EBITDA$650.2M
- EBIT$427.9M
- Net income$627.5M
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 | $6B | $5.9B | +2.7% | $0.58 | $0.50 | +15.8% |
- Q1 2026+2.7%+15.8%
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 2 analysts.
- Low
- $18.00
- Consensus
- $22.78
- Median
- $23.00
- High
- $25.00
- Current
- $25.96
- Upside
- -12.2%
Upside calculated vs most recent trading price of $25.96.
Analyst ratings
Consensus: Hold — based on 35 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | UBS | maintain | Neutral | Neutral |
| Jul 15, 2026 | JP Morgan | maintain | Underweight | Underweight |
| Jul 8, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jun 25, 2026 | Piper Sandler | maintain | Neutral | Neutral |
| Jun 3, 2026 | Bernstein | downgrade | Market Perform | Underperform |
| May 8, 2026 | UBS | maintain | Neutral | Neutral |
| May 7, 2026 | Piper Sandler | maintain | Neutral | Neutral |
| Apr 9, 2026 | BNP Paribas | maintain | Underperform | Underperform |
| Apr 7, 2026 | UBS | maintain | Neutral | Neutral |
| Mar 30, 2026 | Deutsche Bank | maintain | Hold | Hold |
- Jul 16, 2026UBSNeutral
- Jul 15, 2026JP MorganUnderweight
- Jul 8, 2026Wells FargoEqual Weight
- Jun 25, 2026Piper SandlerNeutral
- Jun 3, 2026BernsteinUnderperform
- May 8, 2026UBSNeutral
- May 7, 2026Piper SandlerNeutral
- Apr 9, 2026BNP ParibasUnderperform
- Apr 7, 2026UBSNeutral
- Mar 30, 2026Deutsche BankHold
Frequently asked questions
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