EPS DilutionUpdated analysis shows that the deal is expected to be dilutive to standalone BG EPS by 18% in 2026 and 7% in 2027, which might concern investors.
Operating ChallengesEPS upside lower quality and 40-45% profit decline across segments demonstrates operating environment challenges.
Uncertainty In EarningsThere is increasing uncertainty on earnings near-term, including the deal dilution and lack of pro forma guidance until later this year, which could result in choppy stock performance.