Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 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 CYRX 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 |
|---|---|---|---|---|
Gross profit improves beyond $21.9 million quarterly | Gross profit is improving, rising from $21.3M to $21.9M recently. | Improving | Gross profit falls below $21.9 million in any quarter | Gross profit: $22.824M FY2026-Q2; GAAP. Published target: >= $21.9 million. Target period is not explicitly aligned with this observation. Aug 6, 202622,824,000 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 5, 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 investment represents a turnaround story with a medium confidence level. The company is currently loss-making but has shown some positive momentum in cash flow and revenue guidance, though recent financial performance has been weak.
The market seems to have priced in a low expectations gap, indicating that investors are not overly optimistic about immediate performance. Valuation appears cheap compared to peers, but there is a premium reflecting the optionality in its business model.
Management is focused on increasing revenue guidance and improving margins, with some progress noted in cash flow. However, the overall financial performance remains weak, and the risk of missing future guidance is present.
The long-term thesis hinges on the ability of sector leaders like UPS and FDX to maintain positive earnings and guidance. Any cuts in guidance from CYRX could lead to significant negative sentiment.
In the next 1 to 3 years, CYRX's performance will depend heavily on sector trends and management 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 increased from $0.9M to $3.7M, showing better cash flow. |
| Broken |
| Cash from operations falls below $3.7 million in any quarter |
Cash from operations: $1.131M FY2026-Q2; GAAP. Published target: >= $3.7 million. Target period is not explicitly aligned with this observation. Aug 6, 20261,131,000 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. |
Full-year revenue reaches at least $192 million in 2026 | A primary condition in CryoPort, Inc.'s published investment case. The stated target is >= $192 million. | Intact | Full-year revenue falls below $192 million in 2026 | Revenue: $48.971M FY2026-Q2; GAAP. Published target: >= $192 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202648,971,000 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: “Jerrell Shelton, CEO of Cryoport, commented, “Our revenue momentum over the past several periods continued into the second quarter, with total revenue reaching $49.0 million.” “Reflecting on our strong performance in the first quarter and increased visibility into the remainder of the year, we are raising our full-year revenue guidance to $192 million to $196 million,” concluded Mr. Shelton.” Revenue was $48.971 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.
$-0.62 → $-0.65 · observed estimates
$0.21B → $0.22B · 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 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-07-25 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-07-26 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-07-27 | $-0.65 | $213,101,444 | 4 / 6 |
| 2026-07-28 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-07-29 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-07-30 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-07-31 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-08-01 | $-0.65 | $213,101,444 | 4 / 6 |
| 2026-08-02 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-08-03 | $-0.65 | $213,101,444 | 4 / 6 |
| 2026-08-04 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-08-05 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-06 | $-0.62 | $213,101,440 | 3 / 9 |
| 2026-08-07 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-08 | $-0.62 | $213,634,780 | 3 / 9 |
| 2026-08-09 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-10 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-11 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-12 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-13 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-14 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-15 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-16 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-17 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-18 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-19 | $-0.65 | $213,145,889 | 4 / 6 |
| 2026-08-20 | $-0.64 | $214,923,000 | 4 / 6 |
| 2026-08-21 | $-0.64 | $214,923,000 | 4 / 6 |
| 2026-08-22 | $-0.64 | $214,923,000 | 4 / 6 |
| 2026-08-23 | $-0.64 | $214,923,000 | 4 / 6 |
| 2026-08-24 | $-0.64 | $214,923,000 | 4 / 6 |
| 2026-08-25 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-08-26 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-08-27 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-08-28 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-08-29 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-08-30 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-08-31 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-01 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-02 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-03 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-04 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-05 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-06 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-07 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-08 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-09 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-10 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-11 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-12 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-13 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-14 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-15 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-16 | $-0.64 | $214,924,333 | 4 / 6 |
| 2026-09-17 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-18 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-19 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-20 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-21 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-22 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-23 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-24 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-25 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-26 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-27 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-28 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-29 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-09-30 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-01 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-02 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-03 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-04 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-05 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-06 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-07 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-08 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-09 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-10 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-11 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-12 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-13 | $-0.64 | $214,921,416 | 4 / 6 |
| 2026-10-14 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-15 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-16 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-17 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-18 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-19 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-20 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-21 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-22 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-23 | $-0.65 | $215,163,638 | 4 / 6 |
| 2026-10-24 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-25 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-26 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-27 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-28 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-29 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-30 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-10-31 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-11-01 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-11-02 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-11-03 | $-0.65 | $215,183,972 | 4 / 6 |
| 2026-11-04 | $-0.65 | $215,195,083 | 4 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
1 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.
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.