Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
KORU Medical Systems, Inc. (KRMD)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
$3.03-7.34%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 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
0.02 → 0.02 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 6, 2026 to Nov 5, 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 KRMD 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 gross margin between 61-63% in 2026 | Gross margin is steady near 62%. | Intact | gross margin falls below 61% in FY26 | Gross margin: 65.14% FY2026-Q2; GAAP. Published target: 61-63%. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202665.138517 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Gross margin increased to 65.1% in the three months ended June 30, 2026, as compared to 63.5% in the prior year period.” “Cash and cash equivalents were $8.3 million as of June 30, 2026, reflecting cash usage of $0.5 million in the second quarter of 2026.” |
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.
Nov 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.
KRMD is a high-risk growth business with a healthcare-sector tailwind, rather than a proven, profitable compounder. Its multi-year view remains intact, but the business is still loss-making and its valuation is expensive versus peers.
KRMD trades at a durable premium to peers, and the valuation is tagged as justified with low signs of fragility. The expectations gap is negative, suggesting expectations may be demanding relative to the evidence, despite recent results holding in the top half of its industry.
Near term, revenue growth is on track: second-quarter revenue rose 18.2% year over year, within management’s 2026 growth range. Adjusted EBITDA improved and operating cash flow was positive in the first two quarters, while gross margin exceeded management’s stated range in the second quarter. The business remains loss-making and risk has recently been raised to high; a guidance cut or a weaker economy could pressure execution.
The multi-year thesis depends on KRMD sustaining growth while turning improving adjusted EBITDA and cash flow into durable profitability. A guidance cut is a clear negative scenario, while continued strength from healthcare bellwethers could support the sector backdrop. Weaker jobs data could raise recession concerns and add pressure to healthcare names.
Over the next 1 to 3 years, KRMD’s thesis rests on continued growth and progress toward positive adjusted EBITDA and cash flow, with an expensive valuation and high risk making execution central. Recent performance supports the thesis, but the evidence remains limited by ongoing losses. 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.
Achieve positive adjusted EBITDA and cash flow in 2026 | Management targets positive adjusted EBITDA and cash flow this year. | Improving | adjusted EBITDA and cash flow remain negative through 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 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Cash and cash equivalents were $8.3 million as of June 30, 2026, reflecting cash usage of $0.5 million in the second quarter of 2026.” “Adjusted EBITDA for the quarter was $0.9 million, or $0.02 per adjusted diluted share versus $0.3 million or $0.01 per adjusted diluted share in the prior year period.” Delivery assessment Nov 3, 2026 |
Achieve 15-22% revenue growth in 2026 | A primary condition in KORU Medical Systems, Inc.'s published investment case. The stated target is 15-22% YoY growth. | Intact | YoY revenue growth falls below 15% in FY26 | Revenue growth: 18.15% FY2026-Q2; GAAP. Published target: 15-22% YoY growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202618.152588 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Cash and cash equivalents were $8.3 million as of June 30, 2026, reflecting cash usage of $0.5 million in the second quarter of 2026.” “Domestic core revenues were $8.0 million, an increase of 12.4% over the prior year period, primarily due to higher pump and consumable volumes, driven by new patient starts and market share gains within new and existing accounts, supported by a strong underlying SCIg market.” Delivery assessment Nov 3, 2026 |
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.
$0.03 → $0.02 · observed estimates
$0.06B → $0.06B · 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 | $0.03 | $56,935,360 | 3 / 4 |
| 2026-07-25 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-07-26 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-07-27 | $0.03 | $56,935,360 | 3 / 4 |
| 2026-07-28 | $0.03 | $56,935,360 | 3 / 4 |
| 2026-07-29 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-07-30 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-07-31 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-08-01 | $0.03 | $56,935,360 | 3 / 4 |
| 2026-08-02 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-08-03 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-08-04 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-08-05 | $0.08 | $56,935,400 | 2 / 5 |
| 2026-08-06 | $0.03 | $56,935,360 | 3 / 4 |
| 2026-08-07 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-08 | $0.06 | $56,183,200 | 2 / 5 |
| 2026-08-09 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-10 | $0.06 | $56,183,200 | 2 / 5 |
| 2026-08-12 | $0.04 | $56,183,200 | 2 / 5 |
| 2026-08-13 | $0.04 | $56,183,200 | 2 / 5 |
| 2026-08-14 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-15 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-16 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-17 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-18 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-19 | $0.03 | $56,723,280 | 3 / 4 |
| 2026-08-20 | $0.02 | $56,183,280 | 3 / 4 |
| 2026-08-21 | $0.02 | $56,183,280 | 3 / 4 |
| 2026-08-22 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-23 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-24 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-25 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-26 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-27 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-28 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-29 | $0.02 | $56,181,400 | 3 / 4 |
| 2026-08-30 | $0.02 | $56,301,750 | 3 / 4 |
| 2026-08-31 | $0.02 | $56,301,750 | 3 / 4 |
| 2026-09-01 | $0.02 | $56,301,750 | 3 / 4 |
| 2026-09-02 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-03 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-04 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-05 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-06 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-07 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-08 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-09 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-10 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-11 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-12 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-13 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-14 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-15 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-16 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-17 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-18 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-19 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-20 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-21 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-22 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-23 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-24 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-25 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-26 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-27 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-28 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-29 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-09-30 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-01 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-02 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-03 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-04 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-05 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-06 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-07 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-08 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-09 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-10 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-11 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-12 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-13 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-14 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-15 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-16 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-17 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-18 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-19 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-20 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-21 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-22 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-23 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-24 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-25 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-26 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-27 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-28 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-29 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-30 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-10-31 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-11-01 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-11-02 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-11-03 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-11-04 | $0.02 | $56,301,750 | 2 / 3 |
| 2026-11-05 | $0.02 | $56,301,750 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 1 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.
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.