CapIQ
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-29.
FY27 revenue up 2.1% over 90 days while FY27 EPS is cut 1.4% and FY28 EPS 3.3%
Both fiscal years show the same split, with revenue drifting up and EPS drifting down. The EPS cuts landed between the 90-day and 30-day marks; over the last 30 days all four lines are essentially unchanged.
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 | $7.40 | $7.32 | $7.22 | $7.22 | -1.4% |
| EPS (normalized) | FY2028 | $7.65 | $7.65 | $7.40 | $7.40 | -3.3% |
| Revenue | FY2027 | $1.99bn | $1.98bn | $2.02bn | $2.02bn | +2.1% |
| Revenue | FY2028 | $2.02bn | $2.02bn | $2.05bn | $2.05bn | +1.7% |
Normalized EPS has missed consensus in six of the last eight quarters
Current sequences by metric: Revenue: 2 consecutive misses; EPS (normalized): 2 consecutive misses.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q3 FY2026 | Revenue | $464.03m | $453.37m | -2.3% | Miss |
| Q3 FY2026 | EPS (normalized) | $1.57 | $1.33 | -15.1% | Miss |
| Q2 FY2026 | Revenue | $520.37m | $517.95m | -0.5% | Miss |
| Q2 FY2026 | EPS (normalized) | $2.23 | $2.20 | -1.1% | Miss |
| Q1 FY2026 | Revenue | $474.17m | $493.47m | +4.1% | Beat |
| Q1 FY2026 | EPS (normalized) | $1.70 | $1.74 | +2.6% | Beat |
| Q4 FY2025 | Revenue | $457.98m | $475.43m | +3.8% | Beat |
| Q4 FY2025 | EPS (normalized) | $1.33 | $1.34 | +0.4% | Beat |
| Q3 FY2025 | Revenue | $483.90m | $457.84m | -5.4% | Miss |
| Q3 FY2025 | EPS (normalized) | $1.58 | $1.49 | -5.6% | Miss |
| Q2 FY2025 | Revenue | $495.43m | $509.30m | +2.8% | Beat |
| Q2 FY2025 | EPS (normalized) | $1.94 | $1.78 | -8.2% | Miss |
| Q1 FY2025 | Revenue | $468.41m | $466.56m | -0.4% | Miss |
| Q1 FY2025 | EPS (normalized) | $1.67 | $1.62 | -2.7% | Miss |
| Q4 FY2024 | Revenue | $462.27m | $452.82m | -2.0% | Miss |
| Q4 FY2024 | EPS (normalized) | $1.38 | $1.35 | -2.3% | Miss |
Consensus still carries gross margin to 25.4% by FY28 and normalized EPS to $7.40
FY26 normalized EPS of $6.75 sits barely above the $6.72 FY25 actual, so the earnings growth in this tape is concentrated in FY27, where EPS steps to $7.22. The FY28 column rests on one or two estimates per line.
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 | FY2025A | FY2026E | FY2027E | FY2028E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|---|
| Revenue | $1.89bn | $1.93bn | $2.02bn | $2.05bn | — | 5 | $1.88bn / $1.90bn |
| Gross margin | 23.9% | 24.7% | 25.3% | 25.4% | — | — | — |
| EBITDA | $288.82m | $303.94m | $329.34m | $331.90m | — | 5 | $284.60m / $292.10m |
| EPS (normalized) | $6.71 | $6.75 | $7.22 | $7.40 | — | 5 | $6.66 / $6.80 |
FY27 EBITDA spans 314.2-347.5 across five analysts; revenue spans 1,971-2,050.8 across six
Disagreement is concentrated in profitability rather than sales, with the EBITDA range proportionally wider than revenue's. FY27 normalized EPS still spans 7.10 to 7.35.
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 |
|---|---|---|---|---|---|
| EBITDA | FY2027E | $329.34m | $314.20m–$347.50m | 10.1% | 5 |
| Revenue | FY2027E | $2.02bn | $1.97bn–$2.05bn | 4.0% | 6 |
| EPS (normalized) | FY2027E | $7.22 | $7.10–$7.35 | 3.5% | 5 |
FY28 is one broker's model rather than a consensus
FY28 normalized EPS, EBITDA and GAAP net income each rest on one estimate, so their zero dispersion is an artefact of coverage, not agreement; revenue has two. Quarterly coverage also thins to three or four analysts across the FY27 quarters.