Consensus EPS · Q2 2027
$2.22
Consensus revenue · Q2 2027
$905.4M
Analysts
15
Expected report
Sep 2, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 15 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $902.4M | $905.4M | $919.3M |
| EPS | $2.20 | $2.22 | $2.27 |
| EBITDA | $278.9M | $279.4M | $279.9M |
| EBIT | $265.8M | $266.3M | $266.7M |
| Net income | $367.3M | $368.9M | $377.2M |
- Revenue$905.4M
- EPS$2.22
- EBITDA$279.4M
- EBIT$266.3M
- Net income$368.9M
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 |
|---|---|---|---|---|---|---|
| Q1 2027 | $882.9M | $857.7M | +2.9% | $2.24 | $2.14 | +4.7% |
- Q1 2027+2.9%+4.7%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $987.2M | $986.6M | — | — | +0.1% |
| EPS | $2.42 | $2.42 | — | — | +0.1% |
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 1 analyst.
- Low
- $165.00
- Consensus
- $235.14
- Median
- $231.00
- High
- $320.00
- Current
- $184.55
- Upside
- +27.4%
Upside calculated vs most recent trading price of $184.55.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 43 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 4, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jun 4, 2026 | UBS | maintain | Neutral | Neutral |
| Jun 4, 2026 | Stifel | maintain | Buy | Buy |
| Jun 4, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Jun 4, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| Jun 4, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| Jun 4, 2026 | Needham | maintain | Buy | Buy |
| Jun 4, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jun 4, 2026 | Goldman Sachs | maintain | Sell | Sell |
| Jun 4, 2026 | Evercore ISI Group | maintain | In Line | In Line |
- Jun 4, 2026Wells FargoOverweight
- Jun 4, 2026UBSNeutral
- Jun 4, 2026StifelBuy
- Jun 4, 2026RBC CapitalOutperform
- Jun 4, 2026Piper SandlerOverweight
- Jun 4, 2026OppenheimerOutperform
- Jun 4, 2026NeedhamBuy
- Jun 4, 2026MizuhoOutperform
- Jun 4, 2026Goldman SachsSell
- Jun 4, 2026Evercore ISI GroupIn Line
Frequently asked questions
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