Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Andersen Group Inc (ANDG)
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-04
$66.27-1.76%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.28 → 2.28 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ANDG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve $225M to $250M adjusted EBITDA in 2026 | Adjusted EBITDA is guided to $225M to $250M, showing strong profit growth. | Intact | Adjusted EBITDA falls below $225M in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Andersen’s core earnings power continued to improve, with adjusted net income rising to $39.0 million in the second quarter, up 38.8% from $28.1 million a year ago, and to $106.3 million for the six months ended June 30, 2026, up 27.5% from $83.3 million in the prior-year period.” “Adjusted EBITDA projected in the range of approximately $225 million to $250 million with Adjusted EBITDA margins in the range of approximately 23% to 25%.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented business with stated investment in talent, technology, automation, and AI, rather than a turnaround story. Its long-term thesis remains intact but is in a watch state: management is on track with its 2026 goals, while recent financial performance is weak relative to its industry cohort.
ANDG is expensive versus peers, with its valuation premium recently widening; the valuation model has low confidence. The evidence points to valuation as the main source of fragility, not a broader combination of expensive pricing, weak results, and turbulent conditions. The snapshot does not specify exactly how much future growth the market assumes.
Near term, revenue growth and adjusted EBITDA expansion have tracked management’s reaffirmed 2026 guidance, though the latest quarter was missed and recent earnings surprises have been erratic. This leaves execution on track but near-term results uncertain. The next guidance update is a key check, while investment in technology and automation has no direct financial measure in the evidence.
The multi-year view hinges on ANDG sustaining revenue growth and margin progress while delivering its 2026 goals. A guidance cut would weaken the execution case; continued earnings strength and higher guidance from sector bellwethers SCI, HRB, and FTDR could support the sector backdrop, while misses or lower guidance from those companies could remove that support.
Over the next 1 to 3 years, ANDG has a credible growth plan with progress against its stated goals, but weak recent performance and an expensive valuation make consistent execution important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain free cash flow yield near 26% | It has a solid free cash flow yield of 26%. | Under Pressure | Free cash flow yield falls below 20% | Free cash flow yield: 18.75% As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202618.75 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Q2 2026 revenue in $190M to $205M range | A supporting condition in Andersen Group Inc's published investment case. The stated target is >= $190M revenue in Q2 2026. | Intact | Q2 revenue falls below $190M | Revenue: $217.658M FY2026-Q2; GAAP. Published target: >= $190M revenue in Q2 2026. Same fiscal period as the stored target. Aug 12, 2026217,658,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve $980M to $1B revenue in 2026 | A primary condition in Andersen Group Inc's published investment case. The stated target is >= $980M revenue in FY26. | Intact | Annual revenue falls below $980M in FY26 | Revenue: $217.658M FY2026-Q2; GAAP. Published target: >= $980M revenue in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026217,658,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Momentum Builds Across the Platform Andersen delivered second-quarter revenue of $217.7 million, up 23.7% from $176.0 million in the prior-year quarter, continuing a multi-year trend of double-digit growth.” “Adjusted EBITDA projected in the range of approximately $225 million to $250 million with Adjusted EBITDA margins in the range of approximately 23% to 25%.” Revenue was $217.658 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.19 → $2.28 · observed estimates
$1.12B → $1.17B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-07-25 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-07-26 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-07-27 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-07-28 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-07-29 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-07-30 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-07-31 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-01 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-02 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-03 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-04 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-05 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-06 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-07 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-08 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-09 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-10 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-11 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-12 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-13 | $2.19 | $1,117,435,710 | 7 / 7 |
| 2026-08-14 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-15 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-16 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-17 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-18 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-19 | $2.19 | $1,117,441,338 | 4 / 5 |
| 2026-08-20 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-21 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-22 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-23 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-24 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-25 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-26 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-27 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-28 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-29 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-30 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-08-31 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-01 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-02 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-03 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-04 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-05 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-06 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-07 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-08 | $2.28 | $1,170,930,748 | 4 / 5 |
| 2026-09-09 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-10 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-11 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-12 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-13 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-14 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-15 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-16 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-17 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-18 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-19 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-20 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-21 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-22 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-23 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-24 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-25 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-26 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-27 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-28 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-29 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-09-30 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-01 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-02 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-03 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-04 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-05 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-06 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-07 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-08 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-09 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-10 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-11 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-12 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-13 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-14 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-15 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-16 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-17 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-18 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-19 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-20 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-21 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-22 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-23 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-24 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-25 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-26 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-27 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-28 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-29 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-30 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-10-31 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-11-01 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-11-02 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-11-03 | $2.28 | $1,174,941,654 | 5 / 6 |
| 2026-11-04 | $2.28 | $1,174,941,654 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.