Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
CTS Corporation (CTS)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$61.91-1.61%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 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
2.87 → 2.93 EPS · FY ending Dec 31, 2027 · 2 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 2 to 2; 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 CTS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
5 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Smooth CEO transition with no disruption | A supporting condition in CTS Corporation's published investment case. The stated target is No material disruption from CEO change. | Intact | Significant operational or strategic disruption due to CEO transition | No disruption reported CEO transition occurred in June 2026. Q2 and Q3 results showed earnings beats and raised guidance, indicating no disruption. Nov 4, 2026Last 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.
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.
CTS is an execution-led growth business with recent strength in revenue and operating performance, rather than a turnaround story. The multi-year view is intact, supported by progress on diversified revenue and profitable growth priorities.
The valuation evidence points to CTS being cheap versus peers, and valuation has eased recently. Expectations are below the model’s view, while the priced-in assessment is tagged justified with low fragility, meaning the setup does not show a broad stack of expensive valuation, weak execution, and market stress.
Near-term results have been strong: revenue and operating income rose between 2025-Q1 and 2026-Q3, and gross margin improved year over year. Management has delivered on its recurring growth and operational priorities, but a guidance cut would be a meaningful risk; the recent earnings beats do not remove the company’s history of a deep miss.
Over the next few quarters, the thesis hinges on continued execution and whether guidance remains steady. Fed rate cuts or stabilization among sector bellwethers could ease pressure on technology names, while a guidance cut or continued sector weakness would challenge the near-term setup.
For the next 1 to 3 years, CTS has an intact long-term thesis supported by improving fundamentals and a valuation that is cheap versus peers, with execution and sector conditions as the main swing factors. 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.
| The company maintains steady dividends at $0.04 per share. |
| Intact |
| dividend per share falls below $0.04 per quarter |
Dividend per share: $0.04 per share FY2026-Q3; GAAP. Published target: $0.04 per quarter. Target period is not explicitly aligned with this observation. Oct 27, 20260.04 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. |
Operating cash flow grows above $17 million | Operating cash flow rose to $17.3 million. | Intact | operating cash flow falls below $15 million next 4 quarters | Cash from operations: $43.522M FY2026-Q3; GAAP. Published target: >= $17 million. Target period is not explicitly aligned with this observation. Oct 27, 202643,522,000 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. |
Adjusted gross margin near 39.5% | A primary condition in CTS Corporation's published investment case. The stated target is ~39.5% adjusted gross margin. | Intact | adjusted gross margin falls below 37% next 4 quarters | 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 grows at least 6% annually | A primary condition in CTS Corporation's published investment case. The stated target is >=6% YoY. | Intact | YoY revenue growth falls below 6% in FY26 | Revenue growth: 4.63% FY2026-Q3; GAAP. Published target: >=6% YoY. Annual target cannot be compared with a quarterly or TTM observation. Oct 27, 20264.625446 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. |
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.
$2.89 → $2.93 · observed estimates
$0.61B → $0.63B · 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 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-25 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-26 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-27 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-28 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-29 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-30 | $2.89 | $605,356,000 | 1 / 1 |
| 2026-07-31 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-01 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-02 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-03 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-04 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-05 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-06 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-07 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-08 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-09 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-10 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-11 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-12 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-13 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-14 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-15 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-16 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-17 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-18 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-19 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-20 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-21 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-22 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-23 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-24 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-25 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-26 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-27 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-28 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-29 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-30 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-08-31 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-09-01 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-09-02 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-09-03 | $2.98 | $613,976,000 | 1 / 1 |
| 2026-09-04 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-05 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-06 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-07 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-08 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-09 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-10 | $2.89 | $613,738,000 | 1 / 1 |
| 2026-09-11 | $2.87 | $608,331,667 | 1 / 1 |
| 2026-09-12 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-13 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-14 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-15 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-16 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-17 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-18 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-19 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-20 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-21 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-22 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-23 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-24 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-25 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-26 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-27 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-28 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-29 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-09-30 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-01 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-02 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-03 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-04 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-05 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-06 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-07 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-08 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-09 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-10 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-11 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-12 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-13 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-14 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-15 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-16 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-17 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-18 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-19 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-20 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-21 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-22 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-23 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-24 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-25 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-26 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-27 | $2.87 | $608,331,667 | 2 / 2 |
| 2026-10-28 | $2.89 | $616,465,000 | 2 / 2 |
| 2026-10-29 | $2.93 | $629,841,333 | 2 / 2 |
| 2026-10-30 | $2.93 | $629,841,333 | 2 / 2 |
| 2026-10-31 | $2.93 | $629,841,333 | 2 / 2 |
| 2026-11-01 | $2.93 | $629,841,333 | 2 / 2 |
| 2026-11-02 | $2.93 | $629,841,333 | 2 / 2 |
| 2026-11-03 | $2.93 | $629,841,333 | 2 / 2 |
| 2026-11-04 | $2.93 | $629,841,333 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 5 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.