Expectations trend
FY2028 · fiscal year ending 2028-02-28 · fmp
Ennis, Inc. (EBF)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
$20.94-0.81%
Close 2026-11-05 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 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
1.61 → 1.61 EPS · FY ending Feb 28, 2028 · 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 EBF yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Sustain consistent dividend payments | A supporting condition in Ennis, Inc.'s published investment case. The stated target is Maintain quarterly dividends at or above 25 cents per share. | Intact | dividends cut or suspended | 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 context |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-02-28 · 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.
EBF is a steady, income-oriented industrial business rather than a rapid-growth story. Its multi-year view is intact: management is delivering on stable revenue, profitability, cash flow, and dividend priorities, though recent results and industry risks warrant attention.
EBF is valued cheaply versus peers, while the market’s expectations appear slightly below the evidence snapshot’s baseline. The valuation is described as justified, with low fragility, so the cheapness alone does not establish that expectations are unusually pessimistic.
Near term, results may remain uneven: EBF missed earnings in September, and the estimated chance of a miss is 41%, with recent peer misses and its smaller size noted as risks. Over the multi-year view, revenue has grown modestly, gross margin has stayed stable, operating cash flow has strengthened, and the quarterly dividend increased by 5%.
A guidance cut on the next call would weaken the thesis, especially if estimates are then revised lower. The sector backdrop also matters: continued strength from CTAS, CPRT, and ROL could support industrial momentum, while misses or lower guidance from those companies could remove that support.
Over the next 1 to 3 years, the thesis rests on steady execution and cash generation continuing despite a mixed near-term earnings picture and a headwind from the sector backdrop. The valuation is cheap versus peers, but the next guidance update and industry signals are key checks. 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.
Stated in 3 of 3 supplied quarters. Management reported: “Highlights include: • The Board declared an increase of 5.0% on the quarterly dividend, from $0.25 per share to $0.2625 per share.” ““We are encouraged by our first quarter performance and believe our strong balance sheet, disciplined cost structure and acquisition strategy position us well for the remainder of fiscal year 2027.””
Operating income rises to about $15M | Profit rises from $13.3M to $15M. | Intact | operating income falls below $13.3M | Operating income: $13.579M FY2027-Q2; GAAP. Published target: >= $15M operating income. The stored target says 2026-Q3; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Oct 5, 202613,579,000 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. |
Maintain revenue near $100M per quarter | Ennis keeps stable revenue near $100M per quarter. | Under Pressure | quarterly revenue falls below $97M | Revenue: $102.006M FY2027-Q2; GAAP. Published target: >= $100M quarterly revenue. The stored target says 2026-Q3; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Oct 5, 2026102,006,000 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. |
Operating cash flow remains strong near $21.2M | Cash flow is strong, hitting over $21M in a quarter. | Intact | operating cash flow falls below $8M | Cash from operations: $12.894M FY2027-Q2; GAAP. Published target: >= $21M operating cash flow. The stored target says 2026-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Oct 5, 202612,894,000 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 3 of 3 supplied quarters. Management reported: “Operating cash flow increased to $34.1 million for the first six months of the year compared to $18.4 million for the same prior-year period, and cash increased to $54.0 million at August 31, 2026 from $34.6 million at February 28, 2026.” “During the quarter, cash increased to $49.1 million from $34.6 million at the end of fiscal year 2026, driven by operating cash flow of $21.2 million.” 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.
$1.61 → $1.61 · observed estimates
$0.40B → $0.40B · 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 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-25 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-26 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-27 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-28 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-29 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-30 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-07-31 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-01 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-02 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-03 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-04 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-05 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-06 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-07 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-08 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-09 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-10 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-11 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-12 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-13 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-14 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-15 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-16 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-17 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-18 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-19 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-20 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-21 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-22 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-23 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-24 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-25 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-26 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-27 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-28 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-29 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-30 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-08-31 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-01 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-02 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-03 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-04 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-05 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-06 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-07 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-08 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-09 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-10 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-11 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-12 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-13 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-14 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-15 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-16 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-17 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-18 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-19 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-20 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-21 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-22 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-23 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-24 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-25 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-26 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-27 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-28 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-29 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-09-30 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-01 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-02 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-03 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-04 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-05 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-06 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-07 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-08 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-09 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-10 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-11 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-12 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-13 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-14 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-15 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-16 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-17 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-18 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-19 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-20 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-21 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-22 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-23 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-24 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-25 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-26 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-27 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-28 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-29 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-30 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-10-31 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-11-01 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-11-02 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-11-03 | $1.61 | $400,000,000 | 1 / 1 |
| 2026-11-04 | $1.61 | $400,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 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.
Dec 28, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 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.