| Report | EPS estimate | EPS actual | EPS surprise | Revenue estimate (m) | Revenue actual (m) | Revenue surprise |
|---|---|---|---|---|---|---|
| 2026-07-31 | 4.38 | 4.73 | +8.0% | 3,172.2 | 3,266.0 | +3.0% |
| 2026-05-15 | 3.60 | 4.05 | +12.5% | 2,984.3 | 3,051.0 | +2.2% |
| 2026-02-03 | 4.10 | 5.00 | +22.0% | 2,870.7 | 3,171.0 | +10.5% |
| 2025-11-13 | 3.69 | 4.24 | +14.9% | 2,688.5 | 2,751.0 | +2.3% |
| 2025-09-30 | 3.70 | 4.07 | +10.0% | 2,694.3 | 2,751.0 | +2.1% |
| 2025-07-24 | 3.75 | 3.55 | −5.3% | 2,558.7 | 2,561.4 | +0.1% |
| 2025-06-30 | 3.75 | 3.55 | −5.3% | 2,558.7 | 2,561.4 | +0.1% |
| 2025-01-17 | 3.00 | 3.50 | +16.7% | 2,110.0 | 2,197.0 | +4.1% |
| 2024-10-18 | — | 2.81 | — | 2,093.5 | 1,988.0 | −5.0% |
| 2024-07-19 | — | 2.25 | — | 1,600.0 | 1,800.2 | +12.5% |
| 2024-05-21 | 2.00 | 0.46 | −77.0% | 1,482.5 | 1,175.3 | −20.7% |
| 2024-02-01 | 1.50 | 1.32 | −12.0% | 1,371.0 | 1,553.6 | +13.3% |
Surprise is actual minus consensus, as a share of the consensus.