Expectations trend
FY2028 · fiscal year ending 2028-04-30 · fmp
Frequency Electronics, Inc. (FEIM)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
$54.24-11.83%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 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
1.92 → 1.92 EPS · FY ending Apr 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 FEIM 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 |
|---|---|---|---|---|
Effective use of $10M revolving credit facility | Frequency Electronics aims to improve by using a new $10M credit line for capital needs. | Intact | Credit facility use leads to increased financial distress or liquidity issues | 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 2028-04-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 10, 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.
FEIM is a growth and margin-improvement story, rather than a proven durable compounder. The long-term thesis is in a watch state: recent results show progress, but earnings quality is fragile and performance remains below its industry cohort.
The evidence characterizes valuation as expensive, with a premium versus peers and an expectations gap tied to future business potential. Valuation has risen recently, while the model has low confidence and flags the current setup as unjustified given execution concerns.
Near term, results may remain uneven: FEIM has had erratic earnings surprises and recent misses, although a September earnings beat and stronger reported revenue are positive signs. For the multi-year view, gross margin and operating margin have moved toward management’s Fiscal 2029 goals, but the revenue target remains ahead and the latest margins are still below their stated goals.
The thesis depends on FEIM sustaining growth and improving margins while delivering against its Fiscal 2029 targets. A guidance cut would weaken the case; steadier sector results and Fed rate cuts are possible tailwinds, but do not resolve company-specific execution risk.
Over the next 1 to 3 years, FEIM has evidence of improving operations, but the expensive valuation and fragile execution record make the long-term thesis uncertain. 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.
| Management focuses on cash flow discipline despite recent negative cash flow. |
| Intact |
| Cash from operations remains negative over next 4 quarters |
Cash from operations: $2.622M FY2027-Q1; GAAP. Published target: Cash from operations improves to non-negative in next 4 quarters. Target period is not explicitly aligned with this observation. Sep 14, 20262,622,000 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. |
Achieve at least 11% revenue growth | A primary condition in Frequency Electronics, Inc.'s published investment case. The stated target is >=11% YoY revenue growth in FY27. | Broken | YoY revenue growth falls below 11% in FY27 | 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. |
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.
$1.56 → $1.92 · observed estimates
$0.11B → $0.10B · 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 | $1.56 | $111,400,000 | 1 / 1 |
| 2026-07-25 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-07-26 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-07-27 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-07-28 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-07-29 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-07-30 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-07-31 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-01 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-02 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-03 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-04 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-05 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-06 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-07 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-08 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-09 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-10 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-11 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-12 | $1.91 | $108,400,000 | 1 / 1 |
| 2026-08-13 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-14 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-15 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-16 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-17 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-18 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-19 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-20 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-21 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-22 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-23 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-24 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-25 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-26 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-27 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-28 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-29 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-30 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-08-31 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-01 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-02 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-03 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-04 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-05 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-06 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-07 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-08 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-09 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-10 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-11 | $1.56 | $108,400,000 | 1 / 1 |
| 2026-09-12 | $1.92 | $103,950,000 | 1 / 2 |
| 2026-09-13 | $1.92 | $103,950,000 | 1 / 2 |
| 2026-09-14 | $1.92 | $103,950,000 | 1 / 2 |
| 2026-09-15 | $1.92 | $103,950,000 | 1 / 2 |
| 2026-09-16 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-17 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-18 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-19 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-20 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-21 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-22 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-23 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-24 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-25 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-26 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-27 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-28 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-29 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-09-30 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-01 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-02 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-03 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-04 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-05 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-06 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-07 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-08 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-09 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-10 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-11 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-12 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-13 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-14 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-15 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-16 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-17 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-18 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-19 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-20 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-21 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-22 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-23 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-24 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-25 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-26 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-27 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-28 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-29 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-30 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-10-31 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-11-01 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-11-02 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-11-03 | $1.92 | $104,350,000 | 1 / 2 |
| 2026-11-04 | $1.92 | $104,350,000 | 1 / 2 |
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 · 1 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.