Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Artivion (AORT)
NYSEHealth CareMedical - DevicesSnapshot 2026-11-04
$25.33-4.23%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 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
0.29 → 0.29 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 AORT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Successful integration of Endospan acquisition | The company completed the Endospan acquisition to expand its aortic arch products. | Intact | Integration progress score falls below 50% | 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 3 supplied quarters. Management reported: “First, we completed the acquisition of Endospan Ltd.” “Our acquisition of the NEXUS system would expand our market-leading aortic arch portfolio, position us at the forefront of this segment, and broaden our pipeline with three additional PMA programs.” |
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 5, 2026
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.
AORT is a growth-oriented medical-device business with a sector tailwind, but it is still loss-making and carries elevated risk. The multi-year view is intact, supported by recent financial performance, though management execution is neutral overall and the evidence is only medium confidence.
AORT trades at a durable premium to peers, meaning the market assigns it a higher valuation based on an expectation of lasting business strength. The priced-in assessment is justified, with a slightly negative expectations gap, but valuation-model confidence is low and the business remains loss-making.
Near term, revenue growth has been consistent with management’s stated priority: Q2 2026 revenue rose 11% from a year earlier, and full-year guidance implies 7% to 11% adjusted constant-currency growth. Adjusted EBITDA also grew, while its full-year guidance was moderated; the Endospan acquisition closed in May with a $135 million upfront payment funded by a $150 million loan. The next guidance update and integration of the acquisition are key near-term tests, especially given the prior earnings miss and elevated risk.
The unfavorable case strengthens if management cuts guidance or weakening job growth raises recession concerns for cyclical healthcare names. The favorable case depends in part on continued strength from sector bellwethers such as ABT, MDT, and SYK, which could support healthcare-sector momentum. Over the multi-year view, revenue growth and improved operating performance need to continue while the Endospan acquisition is integrated.
Over the next 1 to 3 years, AORT’s thesis rests on sustained growth and better operating performance, balanced against ongoing losses, acquisition-related debt, and sensitivity to guidance and the economic backdrop. 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.
Operating income improves beyond $5.8 million quarterly run rate | Operating income improved to $5.8 million from $2.1 million a year ago. | Intact | Operating income falls below $5 million per quarter | Operating income: $-8.364M FY2026-Q2; GAAP. Published target: > $5.8 million per quarter. Target period is not explicitly aligned with this observation. Aug 7, 2026-8,364,000 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. |
Revenue grows to at least $488 million in FY26 | A primary condition in Artivion's published investment case. The stated target is >= $488 million. | Under Pressure | Revenue falls below $480 million in FY26 | Revenue: $125.757M FY2026-Q2; GAAP. Published target: >= $488 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 2026125,757,000 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. |
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.
$0.72 → $0.29 · observed estimates
$0.54B → $0.54B · 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 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-07-25 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-07-26 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-07-27 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-07-28 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-07-29 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-07-30 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-07-31 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-01 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-02 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-03 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-04 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-05 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-06 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-07 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-08 | $0.72 | $539,783,750 | 6 / 8 |
| 2026-08-09 | $0.72 | $540,483,750 | 6 / 8 |
| 2026-08-10 | $0.72 | $540,483,750 | 6 / 8 |
| 2026-08-11 | $0.78 | $542,852,500 | 6 / 8 |
| 2026-08-12 | $0.78 | $542,852,500 | 6 / 8 |
| 2026-08-13 | $0.78 | $542,852,500 | 6 / 8 |
| 2026-08-14 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-15 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-16 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-17 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-18 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-19 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-20 | $0.41 | $539,784,662 | 5 / 6 |
| 2026-08-21 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-22 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-23 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-24 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-25 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-26 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-27 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-28 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-29 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-30 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-08-31 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-01 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-02 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-03 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-04 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-05 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-06 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-07 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-08 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-09 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-10 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-11 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-12 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-13 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-14 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-15 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-16 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-17 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-18 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-19 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-20 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-21 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-22 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-23 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-24 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-25 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-26 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-27 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-28 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-29 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-09-30 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-01 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-02 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-03 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-04 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-05 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-06 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-07 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-08 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-09 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-10 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-11 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-12 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-13 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-14 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-15 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-16 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-17 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-18 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-19 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-20 | $0.29 | $543,215,000 | 5 / 6 |
| 2026-10-21 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-22 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-23 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-24 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-25 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-26 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-27 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-28 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-29 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-30 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-10-31 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-11-01 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-11-02 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-11-03 | $0.29 | $543,624,056 | 5 / 6 |
| 2026-11-04 | $0.29 | $543,612,944 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
0 raises · 0 cuts · 0 unchanged · 1 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 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.