Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Crawford & Co. (CRD-A)
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-04
$11.63-2.60%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 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
1.13 → 1.13 EPS · FY ending Dec 31, 2027 · 1 analyst
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 1 to 1; 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 CRD-A 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 |
|---|---|---|---|---|
EPS grows above 0.16 USD per share in FY26 | A primary condition in Crawford & Co.'s published investment case. The stated target is EPS >= $0.16 in FY26. | Intact | EPS guidance falls below $0.16 for FY26 | Diluted EPS: $0.27 per share FY2026-Q2; GAAP. Published target: EPS >= $0.16 in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 3, 20260.27 USD/share · 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.
Next earnings date unavailable
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 watch-stage profitability improvement story, not yet a durable growth case. Management has improved operating income and net income, but earnings quality is fragile and revenue is slightly lower than a year ago.
The evidence labels valuation as expensive and priced-in expectations as stretched, with a modest expectations gap. Fragility is rated low because weak execution quality is not combined with the full set of other fragility factors.
Near term, results show better profitability but mostly flat to slightly declining revenue, so execution remains mixed. Management is focused on a client-centered structure, profitability, and stable revenue; progress on profitability is on track, while the other priorities remain under watch. The next guidance update and continued weak performance relative to industry peers are key near-term risks.
The multi-year thesis strengthens if profitability gains continue and revenue stabilizes. A guidance cut would be a meaningful negative, while rate cuts could weigh on the Financials sector; continued strong results and higher guidance from sector peers would support sector momentum. The evidence gives limited detail on CRD-A-specific forward scenarios, so these factors leave meaningful uncertainty.
Over the next 1 to 3 years, CRD-A’s thesis rests on sustaining better profitability and stabilizing revenue, with weak recent performance and stretched valuation tempering the picture. 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 rose from negative $6.5M to positive $7.3M in one quarter. |
| Intact |
| Operating income or net income falls below $4M in any quarter |
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. |
Revenue growth remains positive near 1% annually | A supporting condition in Crawford & Co.'s published investment case. The stated target is Revenue growth >= 1% YoY. | Improving | Revenue growth falls below 0% YoY | 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.
$1.05 → $1.13 · observed estimates
$1.33B → $1.31B · 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 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-25 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-26 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-27 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-28 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-29 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-30 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-07-31 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-01 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-02 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-03 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-04 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-05 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-06 | $1.05 | $1,329,297,333 | 1 / 3 |
| 2026-08-07 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-08 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-09 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-10 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-11 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-12 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-13 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-14 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-15 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-16 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-17 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-18 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-19 | $1.06 | $1,313,334,000 | 1 / 3 |
| 2026-08-20 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-21 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-22 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-23 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-24 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-25 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-26 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-27 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-28 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-29 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-30 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-08-31 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-01 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-02 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-03 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-04 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-05 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-06 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-07 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-08 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-09 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-10 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-11 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-12 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-13 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-14 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-15 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-16 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-17 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-18 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-19 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-20 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-21 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-22 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-23 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-24 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-25 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-26 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-27 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-28 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-29 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-09-30 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-01 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-02 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-03 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-04 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-05 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-06 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-07 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-08 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-09 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-10 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-11 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-12 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-13 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-14 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-15 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-16 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-17 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-18 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-19 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-20 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-21 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-22 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-23 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-24 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-25 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-26 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-27 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-28 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-29 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-30 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-10-31 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-11-01 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-11-02 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-11-03 | $1.13 | $1,319,475,000 | 1 / 3 |
| 2026-11-04 | $1.13 | $1,312,775,000 | 1 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 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.