Consensus EPS · Q3 2026
$3.23
Consensus revenue · Q3 2026
$11.4B
Analysts
20
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 20 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $11.2B | $11.4B | $11.6B |
| EPS | $3.18 | $3.23 | $3.32 |
| EBITDA | $7.7B | $7.8B | $7.9B |
| EBIT | $7.4B | $7.5B | $7.6B |
| Net income | $6.2B | $6.2B | $6.3B |
- Revenue$11.4B
- EPS$3.23
- EBITDA$7.8B
- EBIT$7.5B
- Net income$6.2B
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | $11.2B | $10.8B | +4.5% | $3.31 | $3.10 | +6.8% |
| Q1 2026 | $10.9B | $10.7B | +2.0% | $3.17 | $3.14 | +0.9% |
- Q2 2026+4.5%+6.8%
- Q1 2026+2.0%+0.9%
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
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
- $350.00
- Consensus
- $395.85
- Median
- $394.00
- High
- $450.00
- Current
- $353.42
- Upside
- +12.0%
Upside calculated vs most recent trading price of $353.42.
Analyst ratings
Consensus: Buy — based on 61 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 15, 2026 | BMO Capital | maintain | Outperform | Outperform |
| Jul 7, 2026 | Baird | maintain | Outperform | Outperform |
| Jun 30, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| May 12, 2026 | Truist Securities | maintain | Buy | Buy |
| Apr 30, 2026 | Macquarie | maintain | Outperform | Outperform |
| Apr 29, 2026 | UBS | maintain | Buy | Buy |
| Apr 29, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| Apr 29, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Apr 29, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Apr 24, 2026 | Truist Securities | maintain | Buy | Buy |
- Jul 15, 2026BMO CapitalOutperform
- Jul 7, 2026BairdOutperform
- Jun 30, 2026Piper SandlerOverweight
- May 12, 2026Truist SecuritiesBuy
- Apr 30, 2026MacquarieOutperform
- Apr 29, 2026UBSBuy
- Apr 29, 2026OppenheimerOutperform
- Apr 29, 2026Evercore ISI GroupIn Line
- Apr 29, 2026Cantor FitzgeraldOverweight
- Apr 24, 2026Truist SecuritiesBuy
Frequently asked questions
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- Buybacks3.69% TTM
- Dividend Profile0.74% yield
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- Stock Split History1 split
How this company returns cash to shareholders — buybacks, dividends, and stock splits.