Consensus EPS · Q2 2026
$1.98
Consensus revenue · Q2 2026
$6.7B
Analysts
16
Expected report
Jul 28, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 16 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $6.5B | $6.7B | $6.8B |
| EPS | $1.88 | $1.98 | $2.11 |
| EBITDA | $1.9B | $1.9B | $1.9B |
| EBIT | $1.1B | $1.1B | $1.1B |
| Net income | $767.7M | $799.7M | $847.7M |
- Revenue$6.7B
- EPS$1.98
- EBITDA$1.9B
- EBIT$1.1B
- Net income$799.7M
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 2026 | $6.2B | $6.3B | -0.8% | $1.81 | $1.75 | +3.4% |
| Q4 2025 | $6.3B | $6.4B | -1.2% | $1.93 | $1.95 | -0.9% |
- Q1 2026-0.8%+3.4%
- Q4 2025-1.2%-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
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Analyst price target
Based on price targets from 1 analyst.
- Low
- $244.00
- Consensus
- $254.00
- Median
- $254.00
- High
- $264.00
- Current
- $236.38
- Upside
- +7.5%
Upside calculated vs most recent trading price of $236.38.
Analyst ratings
Consensus: Buy — based on 35 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 16, 2026 | Scotiabank | maintain | Sector Perform | Sector Perform |
| Jul 10, 2026 | Citigroup | maintain | Buy | Buy |
| Jul 8, 2026 | Oppenheimer | maintain | Outperform | Outperform |
| Jul 7, 2026 | CIBC | upgrade | Neutral | Outperform |
| Apr 30, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Apr 30, 2026 | TD Cowen | maintain | Buy | Buy |
| Apr 30, 2026 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Apr 30, 2026 | Barclays | maintain | Overweight | Overweight |
| Apr 16, 2026 | Baird | maintain | Outperform | Outperform |
| Apr 10, 2026 | JP Morgan | maintain | Overweight | Overweight |
- Jul 16, 2026ScotiabankSector Perform
- Jul 10, 2026CitigroupBuy
- Jul 8, 2026OppenheimerOutperform
- Jul 7, 2026CIBCOutperform
- Apr 30, 2026Wells FargoOverweight
- Apr 30, 2026TD CowenBuy
- Apr 30, 2026RBC CapitalSector Perform
- Apr 30, 2026BarclaysOverweight
- Apr 16, 2026BairdOutperform
- Apr 10, 2026JP MorganOverweight
Frequently asked questions
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