Expectations trend
FY2028 · fiscal year ending 2028-08-31 · fmp
Franklin Covey Co. (FC)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
$16.16-6.75%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesEducation & Training 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
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 FC 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 |
|---|---|---|---|---|
Adjusted EBITDA near $28M-$31M | Adjusted EBITDA stays close to $28 million to $31 million. | Under Pressure | adjusted EBITDA falls below $28 million in FY26 | 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. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-08-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
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.
FC is a higher-risk, smaller-cap business with signs of improving profitability, rather than a clearly established durable compounder. The multi-year view is watchful: the latest signal shifted from mildly favorable to mixed, and recent performance remains below its industry cohort.
Valuation is stretched, with a sizable premium versus peers and a durable-premium rationale. The expectations gap is positive but modest, so the market appears to assume some lasting business strength even as the evidence snapshot gives medium confidence and notes losses in its value dimension.
Near term, results are uneven: revenue rose from the second to the third quarter, and operating income and net income improved, with net income turning positive. Management is making progress on costs, but revenue guidance was revised slightly lower and narrowed EBITDA guidance remains a key execution test; the next print carries elevated miss risk.
The near-term downside case strengthens if management cuts guidance or jobs data weakens further, since both could weigh on cyclical businesses. The favorable case depends on continued profit improvement and stronger results from sector peers, which could support sector momentum.
Over the next 1 to 3 years, FC’s thesis depends on turning recent profitability gains into steady execution while addressing a cautious revenue outlook. The premium valuation leaves limited room for execution to disappoint, and the evidence remains mixed. 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 beat Q3 earnings with EPS of $0.27 despite a guidance cut. |
| Intact |
| EPS falls below $0.67 in next quarter |
Diluted EPS: $0.27 per share FY2026-Q3; GAAP. Published target: EPS >= $0.67 in next quarter. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Jul 7, 20260.27 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. |
Maintain revenue near $260M-$267M | A primary condition in Franklin Covey Co.'s published investment case. The stated target is >= $260 million and <= $267 million. | Intact | revenue falls below $260 million or above $267 million in FY26 | Revenue: $67.807M FY2026-Q3; GAAP. Published target: >= $260 million and <= $267 million. Annual target cannot be compared with a quarterly or TTM observation. Jul 7, 202667,807,000 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.
$0.00 → $0.00 · observed estimates
$0.28B → $0.28B · 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 |
|---|---|---|---|
| 2026-09-01 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-02 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-03 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-04 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-05 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-06 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-07 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-08 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-09 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-10 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-11 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-12 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-13 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-14 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-15 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-16 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-17 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-18 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-19 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-20 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-21 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-22 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-23 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-24 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-25 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-26 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-27 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-28 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-29 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-09-30 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-01 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-02 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-03 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-04 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-05 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-06 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-07 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-08 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-09 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-10 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-11 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-12 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-13 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-14 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-15 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-16 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-17 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-18 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-19 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-20 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-21 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-22 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-23 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-24 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-25 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-26 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-27 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-28 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-29 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-30 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-10-31 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-11-01 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-11-02 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-11-03 | $0.00 | $275,000,000 | 2 / 1 |
| 2026-11-04 | $0.00 | $275,000,000 | 2 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 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.