Estimates
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-27.
Estimate momentum
Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.
| Metric | FY | 180d | 90d | 30d | Now | Δ90d |
|---|---|---|---|---|---|---|
| EPS (normalized) | FY2027 | $9.58 | $9.53 | $9.57 | $9.72 | +2.0% |
| EPS (normalized) | FY2028 | $11.15 | $10.33 | $10.53 | $10.68 | +3.4% |
| Revenue | FY2027 | $4.54bn | $4.52bn | $4.60bn | $4.63bn | +2.4% |
| Revenue | FY2028 | $5.14bn | $4.72bn | $4.82bn | $4.86bn | +3.1% |
Beat / miss record
Current sequences by metric: Revenue: 2 consecutive beats; EPS (normalized): 1 consecutive beat.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q2 FY2026 | Revenue | $1.12bn | $1.15bn | +2.8% | Beat |
| Q2 FY2026 | EPS (normalized) | $2.22 | $2.40 | +8.3% | Beat |
| Q1 FY2026 | Revenue | $1.03bn | $1.03bn | +0.7% | Beat |
| Q1 FY2026 | EPS (normalized) | $1.90 | $1.80 | -5.1% | Miss |
| Q4 FY2025 | Revenue | $1.04bn | $1.03bn | -0.4% | Miss |
| Q4 FY2025 | EPS (normalized) | $1.98 | $1.94 | -2.0% | Miss |
| Q3 FY2025 | Revenue | $1.05bn | $1.07bn | +1.9% | Beat |
| Q3 FY2025 | EPS (normalized) | $2.24 | $2.30 | +2.5% | Beat |
| Q2 FY2025 | Revenue | $999.37m | $1.02bn | +2.3% | Beat |
| Q2 FY2025 | EPS (normalized) | $1.99 | $2.04 | +2.7% | Beat |
| Q1 FY2025 | Revenue | $920.82m | $941.90m | +2.3% | Beat |
| Q1 FY2025 | EPS (normalized) | $1.67 | $1.86 | +11.2% | Beat |
| Q4 FY2024 | Revenue | $938.91m | $945.60m | +0.7% | Beat |
| Q4 FY2024 | EPS (normalized) | $1.75 | $1.86 | +6.3% | Beat |
| Q3 FY2024 | Revenue | $970.04m | $967.10m | -0.3% | Miss |
| Q3 FY2024 | EPS (normalized) | $1.98 | $2.16 | +9.0% | Beat |
Normalized EPS compounds ~9-10% a year, ahead of ~5% revenue growth
Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.
| Metric | FY2026E | FY2027E | FY2028E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|
| Revenue | $4.41bn | $4.63bn | $4.86bn | +8.5% | 11 | $4.39bn / $4.46bn |
| EPS (normalized) | $8.94 | $9.72 | $10.68 | +9.8% | 10 | $8.85 / $9.02 |
| EBITDA | $1.10bn | $1.17bn | $1.26bn | +9.3% | 9 | $1.09bn / $1.12bn |
Analysts split ~11% on FY27 EPS; the gap widens into thin FY28
FY2027 normalized EPS runs from $9.29 to $10.35 across 11 analysts; by FY2028 the range is wider ($9.90-$11.40) on just five, so the outer-year spread reflects thinner coverage as much as real debate.
Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.
| Metric | Period | Mean | Low–high | Spread/mean | Analysts |
|---|---|---|---|---|---|
| EPS (normalized) | FY2027E | $9.72 | $9.29–$10.35 | 10.9% | 11 |
| Revenue | FY2027E | $4.63bn | $4.52bn–$4.72bn | 4.3% | 11 |
| EPS (normalized) | FY2028E | $10.68 | $9.90–$11.40 | 14.1% | 5 |
Coverage thins fast past FY2027 - FY2029 rests on a single analyst
FY2028 lines draw only 2-5 analysts and every FY2029 metric shown carries n=1, so those figures are directional placeholders, not firm consensus. Weight the FY2026-2027 tape, where roughly 9-11 analysts contribute.