cutoff 8 October 2026, 13:11 ET
A newer forecast, cutoff 9 October 2026, replaces this one. This page stays as published.
Sales and earnings outlook
Next quarter · Q3 2026
Sales$19.9B+19% on Q3 2025
Adjusted EPS$1.63−4% on Q3 2025
Investment and cash generation
Base case
Capital spending$1.34B
Free cash flow$254M
Free cash flow: operating cash flow less capital spending.
The rest of this page is for subscribers
- Three years of sales and earnings per share, each with its low and high case, the five models' own numbers and the story
- The forecast after the call, the same day
- One API and MCP key, for your own tools