Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
HALEON PLC (HLN)
NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-05
$9.15-0.87%
Close 2026-11-05 · 1-day change
NYSEHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-05
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
0.46 → 0.45 EPS · FY ending Dec 31, 2027 · 5 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 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; 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 HLN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
earnings per share growth from $0.55 to $0.61 | Earnings per share should rise from $0.55 to $0.61 next year. | Broken | EPS falls below $0.55 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 5, 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.
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.
The evidence does not establish whether HLN is a durable compounder, cyclical business, or another type of investment. Its long-term thesis state is insufficient because recent financial-performance history is limited, and overall confidence is low.
The snapshot provides no valuation or market-expectations evidence, so it is not possible to assess whether HLN is cheap, fair, or expensive versus peers, or what results the market assumes. Recent price reaction is described as muted, but that alone does not reveal expectations.
Near term, earnings risk is notable: HLN has a run of consecutive earnings misses, and the estimated chance of another miss is 40%. The sector backdrop has improved, but the evidence does not provide enough company-specific results or management guidance to establish a multi-year fundamental trajectory.
The near-term setup depends partly on whether the jobs report continues to weaken, which could increase recession concerns for cyclical names. Sector momentum also depends on whether bellwethers TEVA, ZTS, and VTRS keep beating and raising guidance, or instead miss and guide lower.
Over the next 1 to 3 years, HLN's long-term thesis remains unresolved: sector conditions are a tailwind, but limited company evidence and ongoing earnings-miss risk leave important questions open. 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.
| A supporting condition in HALEON PLC's published investment case. The stated target is operational manufacturing unit by end 2026. |
| Intact |
| manufacturing unit not operational by end 2026 |
Qualitative condition This condition has no defined numerical measure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
no major product recalls or regulatory setbacks | A primary condition in HALEON PLC's published investment case. The stated target is no nationwide recalls or major regulatory actions. | Under Pressure | any new nationwide recall or regulatory warning | 1 nationwide recall vs 0 allowed FDA Alert: Haleon Issues Voluntary Nationwide Recall of Gas-X Extra Strength Softgels. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
annual revenue growth near 4% or more | A primary condition in HALEON PLC's published investment case. The stated target is >=4% YoY revenue growth. | Intact | YoY revenue growth falls below 3% 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 5, 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.
$0.45 → $0.45 · observed estimates
$11.85B → $11.76B · 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 | $0.45 | $11,845,365,923 | 5 / 12 |
| 2026-07-25 | $0.61 | $11,890,510,170 | 3 / 16 |
| 2026-07-26 | $0.61 | $11,890,510,170 | 3 / 16 |
| 2026-07-27 | $0.61 | $11,890,510,170 | 3 / 16 |
| 2026-07-28 | $0.45 | $11,841,950,717 | 5 / 12 |
| 2026-07-29 | $0.45 | $11,841,950,717 | 5 / 12 |
| 2026-07-30 | $0.61 | $11,890,510,170 | 3 / 16 |
| 2026-07-31 | $0.61 | $11,894,043,410 | 3 / 16 |
| 2026-08-01 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-02 | $0.61 | $11,894,043,410 | 3 / 16 |
| 2026-08-03 | $0.61 | $11,887,089,140 | 3 / 16 |
| 2026-08-04 | $0.61 | $11,887,089,140 | 3 / 16 |
| 2026-08-05 | $0.62 | $11,888,541,460 | 3 / 16 |
| 2026-08-06 | $0.62 | $11,888,541,460 | 3 / 16 |
| 2026-08-07 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-08 | $0.62 | $11,875,655,220 | 3 / 16 |
| 2026-08-09 | $0.62 | $11,875,655,220 | 3 / 16 |
| 2026-08-10 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-12 | $0.62 | $11,873,467,720 | 3 / 16 |
| 2026-08-13 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-14 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-15 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-16 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-17 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-18 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-19 | $0.46 | $11,909,688,586 | 5 / 12 |
| 2026-08-20 | $0.46 | $11,941,178,760 | 5 / 12 |
| 2026-08-21 | $0.46 | $11,943,360,697 | 5 / 12 |
| 2026-08-22 | $0.46 | $11,960,149,731 | 5 / 12 |
| 2026-08-23 | $0.46 | $11,960,149,731 | 5 / 12 |
| 2026-08-24 | $0.46 | $11,960,149,731 | 5 / 12 |
| 2026-08-25 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-08-26 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-08-27 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-08-28 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-08-29 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-08-30 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-08-31 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-09-01 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-09-02 | $0.46 | $11,970,677,801 | 5 / 12 |
| 2026-09-03 | $0.46 | $11,971,673,942 | 4 / 12 |
| 2026-09-04 | $0.46 | $11,971,673,942 | 5 / 12 |
| 2026-09-05 | $0.46 | $11,971,673,942 | 5 / 12 |
| 2026-09-06 | $0.46 | $11,971,673,942 | 5 / 12 |
| 2026-09-07 | $0.46 | $11,971,673,942 | 5 / 12 |
| 2026-09-08 | $0.46 | $11,974,822,331 | 5 / 12 |
| 2026-09-09 | $0.46 | $11,975,264,700 | 5 / 12 |
| 2026-09-10 | $0.46 | $11,977,049,678 | 5 / 12 |
| 2026-09-11 | $0.46 | $11,977,049,678 | 5 / 12 |
| 2026-09-12 | $0.46 | $11,977,049,678 | 5 / 12 |
| 2026-09-13 | $0.46 | $11,977,049,678 | 5 / 12 |
| 2026-09-14 | $0.46 | $11,977,049,678 | 5 / 12 |
| 2026-09-15 | $0.46 | $11,977,049,678 | 5 / 12 |
| 2026-09-16 | $0.46 | $11,974,266,917 | 5 / 12 |
| 2026-09-17 | $0.46 | $11,974,266,917 | 5 / 12 |
| 2026-09-18 | $0.46 | $11,974,266,917 | 5 / 12 |
| 2026-09-19 | $0.46 | $11,974,266,917 | 5 / 12 |
| 2026-09-20 | $0.46 | $11,975,152,341 | 5 / 12 |
| 2026-09-21 | $0.46 | $11,975,152,341 | 5 / 12 |
| 2026-09-22 | $0.46 | $11,970,202,803 | 5 / 12 |
| 2026-09-23 | $0.46 | $11,937,997,948 | 5 / 12 |
| 2026-09-24 | $0.46 | $11,937,997,948 | 5 / 12 |
| 2026-09-25 | $0.46 | $11,925,865,644 | 5 / 12 |
| 2026-09-26 | $0.46 | $11,916,880,426 | 5 / 12 |
| 2026-09-27 | $0.46 | $11,916,880,426 | 5 / 12 |
| 2026-09-28 | $0.46 | $11,897,784,166 | 5 / 12 |
| 2026-09-29 | $0.46 | $11,885,586,005 | 5 / 12 |
| 2026-09-30 | $0.46 | $11,885,586,005 | 5 / 12 |
| 2026-10-01 | $0.46 | $11,870,407,309 | 5 / 12 |
| 2026-10-02 | $0.46 | $11,870,407,309 | 5 / 12 |
| 2026-10-03 | $0.46 | $11,870,407,309 | 5 / 12 |
| 2026-10-04 | $0.46 | $11,870,407,309 | 5 / 12 |
| 2026-10-05 | $0.46 | $11,870,407,309 | 5 / 12 |
| 2026-10-06 | $0.46 | $11,870,407,309 | 5 / 12 |
| 2026-10-07 | $0.46 | $11,851,378,074 | 5 / 12 |
| 2026-10-08 | $0.46 | $11,850,610,739 | 5 / 12 |
| 2026-10-09 | $0.46 | $11,846,191,988 | 5 / 12 |
| 2026-10-10 | $0.46 | $11,846,191,988 | 5 / 12 |
| 2026-10-11 | $0.46 | $11,846,191,988 | 5 / 12 |
| 2026-10-12 | $0.46 | $11,846,191,988 | 5 / 12 |
| 2026-10-13 | $0.46 | $11,846,191,988 | 5 / 12 |
| 2026-10-14 | $0.46 | $11,838,915,140 | 5 / 12 |
| 2026-10-15 | $0.46 | $11,838,915,140 | 5 / 12 |
| 2026-10-16 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-17 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-18 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-19 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-20 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-21 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-22 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-23 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-24 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-25 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-26 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-27 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-28 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-29 | $0.46 | $11,834,077,480 | 5 / 11 |
| 2026-10-30 | $0.45 | $11,827,658,931 | 5 / 11 |
| 2026-10-31 | $0.45 | $11,806,588,897 | 5 / 12 |
| 2026-11-01 | $0.45 | $11,809,282,202 | 5 / 12 |
| 2026-11-02 | $0.45 | $11,813,088,242 | 5 / 12 |
| 2026-11-03 | $0.45 | $11,785,109,790 | 5 / 12 |
| 2026-11-04 | $0.45 | $11,762,990,447 | 5 / 12 |
| 2026-11-05 | $0.45 | $11,762,990,447 | 5 / 12 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 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.