Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
THE GORMAN- RUPP COMPANY (GRC)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$68.09-7.79%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 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
3.17 → 3.23 EPS · FY ending Dec 31, 2027 · 2 analysts
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 2 to 2; 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 GRC 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 |
|---|---|---|---|---|
Maintain CAPEX between $22M and $24M in 2026 | The company keeps capital spending stable between $22M and $24M in 2026. | Intact | CAPEX exceeds $24M or falls below $22M | 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
FY2027 · fiscal year ending 2027-12-31 · 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.
GRC is a profitable-growth industrial company, with recent results showing stronger revenue and operating income. The long-term thesis is intact, but company momentum has fallen and the sector backdrop is a headwind.
Valuation is tagged as justified, with no identified signs of concentrated fragility. The model shows GRC trading at a modest premium to peers, while the expectations gap is negative, suggesting expectations may be somewhat ahead of what the model supports.
Near-term, results have been strong: third-quarter revenue and operating income were higher than a year earlier, and cash flow rose as debt declined. Management is on track with profitable growth and debt reduction, though investment-plan execution is mixed; the next guidance update and recent peer misses are risks.
The near-term risk is a guidance cut, which could prompt estimates to move lower. Over the multi-year view, the thesis also depends on continued profitable growth and debt reduction; industrial bellwethers’ earnings and guidance will signal whether sector support strengthens or fades.
Over the next 1 to 3 years, stronger operating results support an intact long-term thesis, but falling momentum and a weak sector backdrop make continued execution important. 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.
| Profit per share is guided above $1.58 for the year. |
| Intact |
| EPS falls below $1.58 |
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. |
Sustain revenue growth near recent quarterly levels | A primary condition in THE GORMAN- RUPP COMPANY's published investment case. The stated target is >= $176.6M quarterly revenue. | Intact | quarterly revenue falls below $166.6M | Revenue: $193.254M FY2026-Q3; GAAP. Published target: >= $176.6M quarterly revenue. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 26, 2026193,254,000 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.
$3.00 → $3.23 · observed estimates
$0.76B → $0.77B · 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 | $3.00 | $759,695,330 | 3 / 3 |
| 2026-07-25 | $3.00 | $759,695,333 | 2 / 2 |
| 2026-07-26 | $3.00 | $759,695,330 | 3 / 3 |
| 2026-07-27 | $3.06 | $760,483,000 | 3 / 3 |
| 2026-07-28 | $3.06 | $760,483,000 | 2 / 2 |
| 2026-07-29 | $3.06 | $760,483,000 | 2 / 2 |
| 2026-07-30 | $3.06 | $760,483,000 | 2 / 2 |
| 2026-07-31 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-01 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-02 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-03 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-04 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-05 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-06 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-07 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-08 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-09 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-10 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-12 | $3.16 | $764,616,330 | 3 / 3 |
| 2026-08-13 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-14 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-15 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-16 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-17 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-18 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-19 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-20 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-21 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-22 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-23 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-24 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-25 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-26 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-27 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-28 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-29 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-30 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-08-31 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-01 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-02 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-03 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-04 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-05 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-06 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-07 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-08 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-09 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-10 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-11 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-12 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-13 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-14 | $3.16 | $764,616,333 | 2 / 2 |
| 2026-09-15 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-16 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-17 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-18 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-19 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-20 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-21 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-22 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-23 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-24 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-25 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-26 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-27 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-28 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-29 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-09-30 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-01 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-02 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-03 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-04 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-05 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-06 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-07 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-08 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-09 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-10 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-11 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-12 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-13 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-14 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-15 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-16 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-17 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-18 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-19 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-20 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-21 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-22 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-23 | $3.17 | $764,616,333 | 2 / 2 |
| 2026-10-24 | $3.17 | $768,813,333 | 2 / 2 |
| 2026-10-25 | $3.17 | $768,813,333 | 2 / 2 |
| 2026-10-26 | $3.17 | $768,813,333 | 2 / 2 |
| 2026-10-27 | $3.17 | $768,813,333 | 2 / 2 |
| 2026-10-28 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-10-29 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-10-30 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-10-31 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-11-01 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-11-02 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-11-03 | $3.23 | $774,146,667 | 2 / 2 |
| 2026-11-04 | $3.23 | $774,146,667 | 2 / 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.