Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Huron Consulting Group, Inc. (HURN)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-11-04
$175.73+1.57%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsConsulting 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
10.59 → 10.59 EPS · FY ending Dec 31, 2027 · 4 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 4 to 4; 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 HURN 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 |
|---|---|---|---|---|
EPS at or above $7.6 per share for 2025 | The company raised EPS guidance to about $7.6 per share for 2025. | Intact | EPS falls below $7.5 per share in FY25 | Diluted EPS: $1.75 per share FY2026-Q3; GAAP. Published target: >= $7.6 per share. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 20261.75 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. |
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.
HURN is a growth-oriented professional services business with execution and sector-cycle risks, rather than a low-risk compounder. Its long-term thesis is intact: recent performance remains in the top half of its industry, and management is on track with its stated priorities.
Valuation is broadly aligned with the evidence, and the expectations gap is modest. HURN carries a small premium versus peers, so expectations do not appear especially stretched; recent valuation has also declined, though the evidence does not establish that the shares are cheap.
Near term, revenue growth and adjusted EBITDA margin progress support the business, and management raised full-year 2026 revenue guidance after the latest quarter. Earnings quality remains fragile, however, and the sector backdrop is a headwind; a recent history of a deep miss and peers missing add risk despite a low current miss-risk estimate.
For the multi-year view, a key test is whether management sustains growth and margin execution without reversing its recent guidance increase. Sector signals also matter: continued strong results from EFX, BAH, and FCN could support the backdrop, while misses or lower guidance from those companies could weaken it.
Over the next 1 to 3 years, the thesis rests on continued execution and a steadier sector backdrop, with fragile earnings quality and high risk limiting confidence. 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 margins stay near 15%. |
| Under Pressure |
| Margin falls below 14.5% 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. Management contextStated in 3 of 3 supplied quarters. Management reported: “The company also anticipates adjusted EBITDA as a percentage of RBR (8) in a range of 14.5% to 15.0%, and is raising the midpoint and narrowing adjusted diluted earnings per share (8) guidance in a range of $9.20 to $9.40.” “The company also anticipates adjusted EBITDA as a percentage of RBR (9) in a range of 14.5% to 15.0%, and adjusted diluted earnings per share (9) guidance in a range of $9.00 to $9.40.” Operating income was $58.830 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Maintain revenue near $1.82 billion in 2026 | A primary condition in Huron Consulting Group, Inc.'s published investment case. The stated target is >= $1.78 billion and <= $1.86 billion. | Under Pressure | Revenue falls below $1.78 billion or above $1.86 billion in FY26 | Revenue: $491.451M FY2026-Q3; GAAP. Published target: >= $1.78 billion and <= $1.86 billion. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 2026491,451,000 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. Management contextStated in 3 of 3 supplied quarters. Management reported: “2026 GUIDANCE AND OTHER HIGHLIGHTS • Huron raises the midpoint of its previous guidance for full year 2026 adjusted diluted earnings per share (8) to $9.30, and affirms the midpoint and narrows its previous guidance for full year 2026 RBR expectations to a range of $1.855 billion to $1.885 billion.” “2026 GUIDANCE AND OTHER HIGHLIGHTS • Huron increases its previous guidance for full year 2026, including RBR expectations in a range of $1.85 billion to $1.89 billion.” Revenue was $491.451 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Maintain valuation discount to peer median P/E | It has a cheap valuation with a P/E of 13.4, half the peer median. | Intact | P/E rises above peer median of 27.0 | P/E (TTM): 19.27x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202619.2673 ratio · calculatedLast 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.
$10.22 → $10.59 · observed estimates
$1.98B → $2.04B · 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 | $10.22 | $1,978,455,460 | 4 / 4 |
| 2026-07-25 | $10.22 | $1,978,455,460 | 5 / 5 |
| 2026-07-26 | $10.22 | $1,978,455,460 | 5 / 5 |
| 2026-07-27 | $10.22 | $1,978,455,460 | 5 / 5 |
| 2026-07-28 | $10.22 | $1,978,455,460 | 4 / 4 |
| 2026-07-29 | $10.22 | $1,978,455,460 | 5 / 5 |
| 2026-07-30 | $10.22 | $1,978,455,460 | 5 / 5 |
| 2026-07-31 | $10.46 | $2,025,892,100 | 5 / 5 |
| 2026-08-01 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-02 | $10.46 | $2,025,892,100 | 5 / 5 |
| 2026-08-03 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-04 | $10.59 | $2,039,967,700 | 5 / 5 |
| 2026-08-05 | $10.59 | $2,039,967,700 | 5 / 5 |
| 2026-08-06 | $10.59 | $2,039,967,700 | 5 / 5 |
| 2026-08-07 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-08 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-09 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-10 | $10.59 | $2,039,967,700 | 5 / 5 |
| 2026-08-12 | $10.59 | $2,039,967,700 | 5 / 5 |
| 2026-08-13 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-14 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-15 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-16 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-17 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-18 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-19 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-20 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-21 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-22 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-23 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-24 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-25 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-26 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-27 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-28 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-29 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-30 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-08-31 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-01 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-02 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-03 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-04 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-05 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-06 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-07 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-08 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-09 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-10 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-11 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-12 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-13 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-14 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-15 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-16 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-17 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-18 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-19 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-20 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-21 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-22 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-23 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-24 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-25 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-26 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-27 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-28 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-29 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-09-30 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-01 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-02 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-03 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-04 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-05 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-06 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-07 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-08 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-09 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-10 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-11 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-12 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-13 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-14 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-15 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-16 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-17 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-18 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-19 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-20 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-21 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-22 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-23 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-24 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-25 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-26 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-27 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-28 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-29 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-30 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-10-31 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-11-01 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-11-02 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-11-03 | $10.59 | $2,039,967,700 | 4 / 4 |
| 2026-11-04 | $10.59 | $2,040,065,300 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
1 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.
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.