Consensus EPS · Q2 2026
$3.52
Consensus revenue · Q2 2026
$3.5B
Analysts
14
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 14 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $3.4B | $3.5B | $3.6B |
| EPS | $3.49 | $3.52 | $3.70 |
| EBITDA | $1.2B | $1.2B | $1.2B |
| EBIT | $860.1M | $865.1M | $872.6M |
| Net income | $881.3M | $891.4M | $929.2M |
- Revenue$3.5B
- EPS$3.52
- EBITDA$1.2B
- EBIT$865.1M
- Net income$891.4M
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 | $3.2B | $3.2B | +0.7% | $3.05 | $2.98 | +2.3% |
| Q4 2025 | $3.3B | $3.3B | +1.0% | $3.35 | $3.31 | +1.2% |
- Q1 2026+0.7%+2.3%
- Q4 2025+1.0%+1.2%
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
- $188.00
- Consensus
- $253.60
- Median
- $255.00
- High
- $295.00
- Current
- $278.80
- Upside
- -9.0%
Upside calculated vs most recent trading price of $278.80.
Analyst ratings
Consensus: Buy — based on 46 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 20, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jul 13, 2026 | TD Cowen | maintain | Buy | Buy |
| Jul 13, 2026 | B of A Securities | maintain | Neutral | Neutral |
| Jun 29, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Jun 23, 2026 | Citigroup | maintain | Buy | Buy |
| Jun 9, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| May 13, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| May 5, 2026 | Barclays | maintain | Overweight | Overweight |
| Apr 29, 2026 | Wolfe Research | maintain | Outperform | Outperform |
| Apr 29, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
- Jul 20, 2026Wells FargoEqual Weight
- Jul 13, 2026TD CowenBuy
- Jul 13, 2026B of A SecuritiesNeutral
- Jun 29, 2026Cantor FitzgeraldOverweight
- Jun 23, 2026CitigroupBuy
- Jun 9, 2026Wells FargoEqual Weight
- May 13, 2026Cantor FitzgeraldOverweight
- May 5, 2026BarclaysOverweight
- Apr 29, 2026Wolfe ResearchOutperform
- Apr 29, 2026Wells FargoEqual Weight
Frequently asked questions
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