Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Kimball Electronics, Inc. (KE)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$20.45-20.92%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 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
1.83 → 1.80 EPS · FY ending Jun 30, 2028 · 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 3 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 KE 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 $50 million and $60 million in fiscal 2026 | Capital spending is steady at $50-$60 million. | Intact | CAPEX falls outside $50-$60 million range in FY26 | Capital expenditures: $43.035M FY2026-Q4; GAAP. Published target: $50-$60 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 19, 202643,035,000 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. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · 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.
KE represents a stable investment with a focus on growth in the medical contract manufacturing organization (CMO) space. The current thesis is supported by strong management execution and a robust earnings quality, although recent financial performance has shown some mixed results.
The market appears to have a neutral valuation stance on KE, as it is seen as cheap compared to peers. There is an expectations gap, indicating that the market may not fully account for potential upside from the company's strategic initiatives.
Management has shown a commitment to maintaining revenue guidance and improving operating margins, which are currently on track. However, there is an elevated risk of a near-term earnings miss, as the company has struggled with recent results.
The future performance of KE will depend on sector dynamics, particularly the performance of key industry players like ETN, VRT, and BE. Guidance changes from management and the ability to execute on growth initiatives will also be critical.
Overall, KE's multi-year view hinges on its strategic priorities and sector performance, with some near-term risks to monitor. 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 primary condition in Kimball Electronics, Inc.'s published investment case. The stated target is >= 4.2% operating margin. |
| Intact |
| Operating margin falls below 4.2% in FY26 |
Operating margin: 7.83% FY2026-Q4; GAAP. Published target: >= 4.2% operating margin. Annual target cannot be compared with a quarterly or TTM observation. Sep 30, 20267.826457 percent · calculatedLast 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: “|| ** | Percentage changes compared to Q1 of fiscal 2026.” “• Net sales in the range of $1,400 - $1,460 million • Adjusted operating income is estimated to be 4.2% - 4.5% of net sales, with results expected at the high end of the range • Capital expenditures of $50 - $60 million Conference Call / Webcast Wednesday, May 6, 2026 Live Webcast: investors.kimballelectronics.com/events-and-presentations/events For those unable to participate in the live webcast, the call will be archived at investors.kimballelectronics.com.” Delivery assessment Nov 4, 2026 |
Achieve revenue of $1.4-$1.46 billion in fiscal 2026 | A primary condition in Kimball Electronics, Inc.'s published investment case. The stated target is >= $1.4 billion. | Intact | Revenue falls below $1.4 billion in FY26 | Revenue: $371.573M FY2026-Q4; GAAP. Published target: >= $1.4 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 19, 2026371,573,000 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.
$1.65 → $1.80 · observed estimates
$1.60B → $1.61B · 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 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-25 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-26 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-27 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-28 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-29 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-30 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-07-31 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-01 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-02 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-03 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-04 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-05 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-06 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-07 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-08 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-09 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-10 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-12 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-13 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-14 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-15 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-16 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-17 | $1.65 | $1,600,196,000 | 1 / 1 |
| 2026-08-18 | $1.65 | $1,600,196,000 | 2 / 2 |
| 2026-08-19 | $1.65 | $1,600,196,000 | 2 / 2 |
| 2026-08-20 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-21 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-22 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-23 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-24 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-25 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-26 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-27 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-28 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-29 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-30 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-08-31 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-01 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-02 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-03 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-04 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-05 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-06 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-07 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-08 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-09 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-10 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-11 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-12 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-13 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-14 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-15 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-16 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-17 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-18 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-19 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-20 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-21 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-22 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-23 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-24 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-25 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-26 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-27 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-28 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-29 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-09-30 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-01 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-02 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-03 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-04 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-05 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-06 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-07 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-08 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-09 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-10 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-11 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-12 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-13 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-14 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-15 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-16 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-17 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-18 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-19 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-20 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-21 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-22 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-23 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-24 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-25 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-26 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-27 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-28 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-29 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-30 | $1.83 | $1,608,862,500 | 3 / 3 |
| 2026-10-31 | $1.80 | $1,608,483,333 | 3 / 3 |
| 2026-11-01 | $1.80 | $1,608,483,333 | 2 / 2 |
| 2026-11-02 | $1.80 | $1,608,483,333 | 2 / 2 |
| 2026-11-03 | $1.80 | $1,608,483,333 | 2 / 2 |
| 2026-11-04 | $1.80 | $1,608,483,333 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 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.