Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
EVI Industries, Inc. (EVI)
AMEXIndustrialsIndustrial - DistributionSnapshot 2026-11-04
$21.15-2.80%
Close 2026-11-05 · 1-day change
AMEXIndustrialsIndustrial - DistributionSnapshot 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
1.26 → 1.26 EPS · FY ending Jun 30, 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 EVI 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 |
|---|---|---|---|---|
Stable management team | The company has stable management and a robust quality rating. | Intact | Significant management turnover or instability | Qualitative condition This condition has no defined numerical measure. 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
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 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.
EVI is an acquisition-led growth business, with an established commercial laundry base and a newer consumer garment care division. The multi-year view is intact, supported by strong recent performance and progress on operating improvements, but confidence is medium and overall risk is high.
The valuation is tagged as stretched and is expensive versus peers, with a sizable premium. The valuation measure rose recently, while the expectations gap suggests some room between current expectations and the model; however, the evidence does not specify exactly what growth the market assumes.
Near term, management is continuing its acquisition strategy and operational improvement work. Gross margin improved between the first and second quarters of fiscal 2026, and recent earnings were in line, though the snapshot notes misses across recent quarters and a meaningful risk of guidance cuts. The sector backdrop is a headwind, so execution and industry signals matter.
Over the next few quarters, the thesis depends on EVI maintaining execution without cutting guidance and showing that acquisitions can support growth. Sudsies opens a new consumer garment care division, but its role in EVI’s longer-term results remains uncertain. Results and guidance from industrial peers could either support or weaken the sector backdrop.
For the next 1 to 3 years, EVI’s thesis rests on acquisition-led expansion and continued operating progress, balanced against a stretched valuation, high risk, and possible sector weakness. The thesis remains intact, but confidence is medium. 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 has stable management and a robust quality rating. |
| Under Pressure |
| Quality rating falls below robust |
quality_status: neutral vs robust target Factor data reports quality_status as 'neutral' with no numerical metric available for audit. 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. |
Revenue growth to $324.7 million in FY26 | A primary condition in EVI Industries, Inc.'s published investment case. The stated target is >=324.7 USD_MILLIONS. | Intact | Revenue falls below $300 million in FY26 | Revenue: $121.873M FY2026-Q4; GAAP. Published target: >=324.7 USD_MILLIONS. The target does not explicitly identify fiscal versus calendar quarters. Sep 8, 2026121,873,000 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. |
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.
$1.26 → $1.26 · observed estimates
$0.51B → $0.51B · 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 |
|---|---|---|---|
| 2026-09-10 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-11 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-12 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-13 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-14 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-15 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-16 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-17 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-18 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-19 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-20 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-21 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-22 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-23 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-24 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-25 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-26 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-27 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-28 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-29 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-09-30 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-01 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-02 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-03 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-04 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-05 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-06 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-07 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-08 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-09 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-10 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-11 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-12 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-13 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-14 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-15 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-16 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-17 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-18 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-19 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-20 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-21 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-22 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-23 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-24 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-25 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-26 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-27 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-28 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-29 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-30 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-10-31 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-11-01 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-11-02 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-11-03 | $1.26 | $506,900,000 | 1 / 1 |
| 2026-11-04 | $1.26 | $506,900,000 | 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.
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.