Consensus EPS · Q4 2026
$1.50
Consensus revenue · Q4 2026
$1.7B
Analysts
19
Expected report
Aug 6, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 19 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.7B | $1.7B | $1.7B |
| EPS | $1.31 | $1.50 | $1.77 |
| EBITDA | $359.1M | $378.8M | $390.6M |
| EBIT | $359.3M | $378.9M | $390.8M |
| Net income | $270.4M | $389.3M | $424.5M |
- Revenue$1.7B
- EPS$1.50
- EBITDA$378.8M
- EBIT$378.9M
- Net income$389.3M
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 | $1.8B | $1.7B | +5.4% | $1.75 | $1.33 | +31.2% |
| Q2 2026 | $1.6B | $1.6B | +2.1% | $1.22 | $1.15 | +6.5% |
- Q3 2026+5.4%+31.2%
- Q2 2026+2.1%+6.5%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $1.8B | $1.8B | — | — | 0% |
| EPS | $1.49 | $1.49 | — | — | 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 2 analysts.
- Low
- $95.00
- Consensus
- $133.89
- Median
- $120.00
- High
- $295.00
- Current
- $85.40
- Upside
- +56.8%
Upside calculated vs most recent trading price of $85.40.
Analyst ratings
Consensus: Buy — based on 43 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | B of A Securities | maintain | Neutral | Neutral |
| Jul 10, 2026 | BTIG | maintain | Buy | Buy |
| Jul 8, 2026 | Keybanc | maintain | Overweight | Overweight |
| Jul 1, 2026 | Citizens | maintain | Market Perform | Market Perform |
| Jun 25, 2026 | BMO Capital | maintain | Outperform | Outperform |
| May 11, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| May 7, 2026 | BTIG | maintain | Buy | Buy |
| May 7, 2026 | Barclays | maintain | Overweight | Overweight |
| May 1, 2026 | UBS | maintain | Neutral | Neutral |
| May 1, 2026 | Truist Securities | maintain | Buy | Buy |
- Jul 16, 2026B of A SecuritiesNeutral
- Jul 10, 2026BTIGBuy
- Jul 8, 2026KeybancOverweight
- Jul 1, 2026CitizensMarket Perform
- Jun 25, 2026BMO CapitalOutperform
- May 11, 2026OppenheimerOutperform
- May 7, 2026BTIGBuy
- May 7, 2026BarclaysOverweight
- May 1, 2026UBSNeutral
- May 1, 2026Truist SecuritiesBuy
Frequently asked questions
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