Ennis, Inc. (EBF)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · EBF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -20.3% |
| Our one-year growth estimate | diamond | 1.1% |
Growth built into the price is above our model estimate.
The price assumes 21.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 22 industry peers
EBF — earnings in line
Dated 2026-06-22
of Form 8-K). 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. Ennis, Inc. Date: June 22, 2026 By: /s/ Vera Burnett Vera Burnett Chief Financial Officer
Why it matters: Keeping dividends is key for investor trust. It shows that the company is stable and cares about shareholders.
Watch forManagement will announce a dividend payment in Q3.
Also watch forNo dividend announcement is made in Q3.
Why it matters: The industrial sector is maturing. Changes can affect EBF's growth outlook.
Watch forSector revenue growth speeds up to over 5% year over year.
Also watch forSector revenue growth slows down to under 5% year over year.
Why it matters: If revenue growth speeds up, it could indicate a stronger market position and better performance.
Supportive ifRevenue growth exceeds 5% year over year in upcoming quarters.
Worry ifRevenue growth stays below 5% year over year.
Why it matters: Confirming the dividend shows a promise to give money back to shareholders. This affects how investors feel.
Supportive ifThe company pays the declared dividend of $0.25 per share on August 10, 2026.
Worry ifThe company suspends or delays the dividend payment.
Why it matters: New acquisitions could boost revenue and earnings. They are a key part of the company's growth strategy.
Supportive ifA new acquisition is announced that adds at least $5 million in revenue.
Worry ifNo acquisitions are announced or completed in the next quarter.
Why it matters: Earnings results will show if revenue and profitability remain stable. This is key for investor confidence.
Watch forQ3 earnings report shows revenue above $100M and operating income above $15M.
Also watch forQ3 earnings report shows revenue below $97M or operating income below $13M.
Why it matters: Stable revenue helps keep profits high. Investors want to see steady growth.
Supportive ifQ2 earnings report shows revenue in line with $100.2M from Q1 2026.
Worry ifThe Q2 earnings report shows revenue under $97.2M. This suggests instability.
Why it matters: Exceeding last quarter's growth would show strong demand and effective pricing strategies.
Supportive ifQ3 revenue growth exceeds 1.4% compared to the same quarter last year.
Worry ifQ3 revenue growth is less than or equal to 1.4%.
Why it matters: Keeping cash flow above this level shows good financial health and efficiency.
Supportive ifOperating cash flow exceeds $20 million in Q3.
Worry ifOperating cash flow falls below $20 million in Q3.
Why it matters: Keeping or raising the margin shows good cost control and pricing.
Supportive ifQ3 gross profit margin exceeds 31.5%.
Worry ifQ3 gross profit margin falls below 31.5%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$75 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $196 loss on $10,000 · 2.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,063 loss on $10,000 · 10.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.