Consensus EPS · Q4 2026
$1.51
Consensus revenue · Q4 2026
$21.9B
Analysts
9
Expected report
Aug 4, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 9 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $21B | $21.9B | $22.2B |
| EPS | $1.49 | $1.51 | $1.52 |
| EBITDA | $1.3B | $1.3B | $1.3B |
| EBIT | $1.1B | $1.1B | $1.1B |
| Net income | $722.1M | $726.9M | $731.7M |
- Revenue$21.9B
- EPS$1.51
- EBITDA$1.3B
- EBIT$1.1B
- Net income$726.9M
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 | $20.5B | $20.6B | -0.2% | $0.94 | $0.94 | -0.5% |
| Q2 2026 | $20.8B | $20.8B | 0.0% | $0.99 | $0.98 | +1.4% |
- Q3 2026-0.2%-0.5%
- Q2 20260.0%+1.4%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $21.6B | $21.6B | — | — | -0.1% |
| EPS | $1.07 | $1.07 | — | — | +0.2% |
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 0 analysts.
- Low
- $83.00
- Consensus
- $91.13
- Median
- $93.50
- High
- $100.00
- Current
- $82.12
- Upside
- +11.0%
Upside calculated vs most recent trading price of $82.12.
Analyst ratings
Consensus: Buy — based on 30 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Apr 29, 2026 | Citigroup | maintain | Neutral | Neutral |
| Apr 29, 2026 | Bernstein | maintain | Market Perform | Market Perform |
| Apr 29, 2026 | Barclays | maintain | Overweight | Overweight |
| Apr 7, 2026 | Piper Sandler | maintain | Neutral | Neutral |
| Apr 2, 2026 | UBS | maintain | Buy | Buy |
| Apr 2, 2026 | Guggenheim | maintain | Buy | Buy |
| Apr 2, 2026 | Citigroup | maintain | Neutral | Neutral |
| Mar 31, 2026 | Citigroup | maintain | Neutral | Neutral |
| Feb 19, 2026 | Wells Fargo | maintain | Overweight | Overweight |
- Jul 16, 2026Morgan StanleyEqual Weight
- Apr 29, 2026CitigroupNeutral
- Apr 29, 2026BernsteinMarket Perform
- Apr 29, 2026BarclaysOverweight
- Apr 7, 2026Piper SandlerNeutral
- Apr 2, 2026UBSBuy
- Apr 2, 2026GuggenheimBuy
- Apr 2, 2026CitigroupNeutral
- Mar 31, 2026CitigroupNeutral
- Feb 19, 2026Wells FargoOverweight
Frequently asked questions
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Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks1.91% TTM
- Dividend Profile2.64% yield
- Dividend Calculator
- Dividend Forecast
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- Stock Split History9 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.