Re: Annual Meeting
Just looking at the Raymond James piece I mentioned(underperformed rated) b/c I have it in front of me but other sellsiders I think on average did the same thing if you have reports that old.
Rayjay moved up their 2018 numbers on February 27th from $1.06 to $1.08 for their 2018 actuals given the Q4 results. 2019 went from $1.22->$1.23 / share in earnings. There are pushes and pulls here given some one time benefits in Q4, govt shutdown, new accounting standards but my impression of the sellside was modestly moved their numbers higher for Q4 and 2019 from what they heard on the call.
***EDIT: Also found RBC report(it was a downgrade) that had EPS went from $1.02->$1.18 in 2018 and $0.91->$1.03 in 2019. For FCF: they estimated $1.111bn, came in $1.19bn
RBC estimated: $3.24bn in FCF, guide came in $3.25