July 13, 2026 04:00 AM GMT Increasing our estimates and PT to $108. CY26/27/28 revenue estimates come up by 2%/4%/7% to $821/$1,001/$1,182mn and EBIT estimates by 3%/9%/12% to $222/ $300/$378mn respectively ( Exhibit 5 ). The increase is mostly due to better than expected yield, which we now model at 4.30%/4.45%/4.60% in CY26/27/28, up from 4.10%/4.14%/4.18% though still leaving room for upside if execution remains strong. For additional details on the company's first Investor Day, please see - Movement Con ...