Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Boston Omaha Corp. (BOC)
NYSEIndustrialsAdvertising AgenciesSnapshot 2026-11-04
$13.98-0.29%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAdvertising AgenciesSnapshot 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
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for BOC 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 |
|---|---|---|---|---|
Operating income improves toward break-even | Boston Omaha aims to improve its operating income and cash flow. | Under Pressure | Operating income remains below -$1 million by FY26 | Operating income: $-603,000 FY2026-Q2; GAAP. Published target: Operating income improves to at least -$1 million by FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 2026-603,000 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. |
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.
BOC is a loss-making, higher-risk business rather than a proven durable compounder. Its long-term thesis is in a watch state: operating losses narrowed in the latest quarter, but overall financial progress remains limited.
The valuation is expensive versus peers, with a durable premium reflected in the evidence, while the expectations gap is positive. The model confidence is low, and the available evidence does not show that the premium is supported by improving fundamentals.
Near term, earnings risk is elevated, with a 60% miss probability in the evidence, and momentum and company quality have weakened. Operating losses narrowed from the first to the second quarter of 2026, but revenue also fell and operating income remained negative; management has continued repurchases while progress on reducing losses remains limited.
The near-term case weakens if BOC cuts guidance or misses again. Over the multi-year view, progress depends on sustained improvement in operating results and whether revenue weakness eases. Industrials sector signals from BA, CAT, and UNP are another swing factor, while the recent acquisition and litigation add uncertainty.
Over the next 1 to 3 years, BOC’s thesis depends on turning narrower losses into broader financial progress, while managing elevated earnings and sector risks. The expensive valuation leaves little evidence of a cushion against weak execution. 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.
| Cash from operations was $3.9 million in Q1 2026, showing some cash generation. |
| Improving |
| Cash from operations falls below $3.5 million in FY26 |
Cash from operations: $3.88M FY2026-Q2; GAAP. Published target: Cash from operations at least $4 million in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 20263,880,000 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: “Cash inflow from continuing operations for the six months ended June 30, 2026 was $10.1 million, compared to a cash inflow of $8.2 million for the six months ended June 30, 2025.” “Cash inflow from operations for the three months ended March 31, 2026 was $3.9 million, compared to a cash inflow of $2.6 million for the three months ended March 31, 2025.” Delivery assessment Nov 4, 2026 |
Revenue grows at least 6% annually | A supporting condition in Boston Omaha Corp.'s published investment case. The stated target is >=6% revenue growth next 12 months. | Intact | Revenue growth falls below 6% next year | 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. |
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.
$-0.02 → $-0.02 · observed estimates
$0.13B → $0.13B · 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 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-25 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-26 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-27 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-28 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-29 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-30 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-07-31 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-01 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-02 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-03 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-04 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-05 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-06 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-07 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-08 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-09 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-10 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-11 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-12 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-13 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-14 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-15 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-16 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-17 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-18 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-19 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-20 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-21 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-22 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-23 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-24 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-25 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-26 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-27 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-28 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-29 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-30 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-08-31 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-01 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-02 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-03 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-04 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-05 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-06 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-07 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-08 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-09 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-10 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-11 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-12 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-13 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-14 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-15 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-16 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-17 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-18 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-19 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-20 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-21 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-22 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-23 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-24 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-25 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-26 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-27 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-28 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-29 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-09-30 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-01 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-02 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-03 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-04 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-05 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-06 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-07 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-08 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-09 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-10 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-11 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-12 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-13 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-14 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-15 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-16 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-17 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-18 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-19 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-20 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-21 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-22 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-23 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-24 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-25 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-26 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-27 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-28 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-29 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-30 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-10-31 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-11-01 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-11-02 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-11-03 | $-0.02 | $125,500,000 | 1 / 1 |
| 2026-11-04 | $-0.02 | $125,500,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 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 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.