Consensus EPS · Q4 2026
$0.90
Consensus revenue · Q4 2026
$11.6B
Analysts
12
Expected report
Aug 11, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $11B | $11.6B | $12B |
| EPS | $0.57 | $0.90 | $1.63 |
| EBITDA | $904.5M | $944M | $967.3M |
| EBIT | $853.6M | $890.8M | $912.9M |
| Net income | $449.8M | $477.1M | $490.7M |
- Revenue$11.6B
- EPS$0.90
- EBITDA$944M
- EBIT$890.8M
- Net income$477.1M
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | $10.2B | $12.4B | -17.3% | $0.84 | $0.62 | +36.1% |
| Q2 2026 | $12.7B | $10.4B | +21.7% | $0.69 | $0.49 | +40.9% |
- Q3 2026-17.3%+36.1%
- Q2 2026+21.7%+40.9%
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 3 analysts.
- Low
- $36.00
- Consensus
- $42.33
- Median
- $44.50
- High
- $46.00
- Current
- $30.56
- Upside
- +38.5%
Upside calculated vs most recent trading price of $30.56.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Hold — based on 25 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 6, 2026 | CJS Securities | upgrade | Market Underperform | Market Perform |
| Mar 23, 2026 | Northland Capital | downgrade | Outperform | Market Perform |
| Mar 20, 2026 | CJS Securities | downgrade | Market Perform | Market Underperform |
| Mar 20, 2026 | Argus | downgrade | Buy | Hold |
| Nov 6, 2025 | Argus | upgrade | Hold | Buy |
| Mar 24, 2025 | Goldman Sachs | downgrade | Neutral | Sell |
| Mar 21, 2025 | JP Morgan | upgrade | Underweight | Neutral |
| Feb 11, 2025 | CFRA | upgrade | Hold | Buy |
| Oct 2, 2024 | Barclays | maintain | Equal Weight | Equal Weight |
| Sep 23, 2024 | Loop Capital | maintain | Buy | Buy |
- May 6, 2026CJS SecuritiesMarket Perform
- Mar 23, 2026Northland CapitalMarket Perform
- Mar 20, 2026CJS SecuritiesMarket Underperform
- Mar 20, 2026ArgusHold
- Nov 6, 2025ArgusBuy
- Mar 24, 2025Goldman SachsSell
- Mar 21, 2025JP MorganNeutral
- Feb 11, 2025CFRABuy
- Oct 2, 2024BarclaysEqual Weight
- Sep 23, 2024Loop CapitalBuy
Frequently asked questions
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