Consensus EPS · Q2 2026
$0.86
Consensus revenue · Q2 2026
$4.9B
Analysts
14
Expected report
Jul 29, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 14 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $4.8B | $4.9B | $4.9B |
| EPS | $0.83 | $0.86 | $0.90 |
| EBITDA | $1.1B | $1.1B | $1.1B |
| EBIT | $983.1M | $991.2M | $1B |
| Net income | $709.7M | $726.8M | $769.5M |
- Revenue$4.9B
- EPS$0.86
- EBITDA$1.1B
- EBIT$991.2M
- Net income$726.8M
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 | $4.6B | $4.5B | +2.3% | $0.72 | $0.70 | +3.6% |
| Q4 2025 | $4.4B | $4.4B | +0.4% | $0.71 | $0.73 | -2.2% |
- Q1 2026+2.3%+3.6%
- Q4 2025+0.4%-2.2%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $4.9B | $4.9B | — | — | -0.0% |
| EPS | $0.86 | $0.86 | — | — | +0.0% |
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 4 analysts.
- Low
- $98.00
- Consensus
- $109.38
- Median
- $110.00
- High
- $115.00
- Current
- $87.40
- Upside
- +25.1%
Upside calculated vs most recent trading price of $87.40.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 47 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 22, 2026 | DA Davidson | maintain | Buy | Buy |
| Jul 7, 2026 | DA Davidson | maintain | Buy | Buy |
| May 8, 2026 | Mizuho | maintain | Outperform | Outperform |
| May 1, 2026 | UBS | maintain | Buy | Buy |
| May 1, 2026 | TD Cowen | maintain | Buy | Buy |
| May 1, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| May 1, 2026 | DA Davidson | maintain | Buy | Buy |
| May 1, 2026 | Citigroup | maintain | Buy | Buy |
| Apr 30, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Apr 7, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
- Jul 22, 2026DA DavidsonBuy
- Jul 7, 2026DA DavidsonBuy
- May 8, 2026MizuhoOutperform
- May 1, 2026UBSBuy
- May 1, 2026TD CowenBuy
- May 1, 2026Evercore ISI GroupOutperform
- May 1, 2026DA DavidsonBuy
- May 1, 2026CitigroupBuy
- Apr 30, 2026Wells FargoOverweight
- Apr 7, 2026Evercore ISI GroupOutperform
Frequently asked questions
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