Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
LGL Group Inc/The (LGL)
AMEXInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$6.55-2.38%
Close 2026-11-05 · 1-day change
AMEXInformation TechnologyHardware, 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
0.10 → 0.10 EPS · FY ending Dec 31, 2027 · 1 analyst
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 1 to 1; 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 LGL 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 |
|---|---|---|---|---|
Improve operating income from recent losses | The company is working to improve operating income from recent losses. | Intact | Operating income remains below -$500,000 for two consecutive quarters | Operating income: $-447,000 FY2026-Q2; GAAP. Published target: Operating income >= -$200,000. Target period is not explicitly aligned with this observation. Aug 14, 2026-447,000 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
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 12, 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.
This is a small-cap recovery story, not a proven durable compounder. The long-term thesis remains on watch: management has made progress on stated priorities, but recent financial performance is weak and the business is still loss-making.
The valuation model has low confidence and indicates LGL trades at a premium to peers, while the expectations gap is negative. The evidence labels that pricing as justified and shows low fragility, but it does not specify exactly what operating assumptions the market already expects.
Near term, results may remain uneven: LGL has a run of earnings misses, and the next-quarter miss risk is elevated. In 2026-Q2, revenue rose year over year and Electronic Instruments revenue and backlog increased; the completed rights offering also raised cash, while overall profitability remains weak.
The multi-year view depends on revenue stabilization turning into sustained business improvement, especially in Electronic Instruments, and on management continuing to execute its stated priorities. Near term, another guidance cut would be a negative, while Fed rate cuts or stabilization among technology peers could support the sector backdrop.
Over the next 1 to 3 years, LGL remains a watch-stage recovery thesis: execution has improved in select areas, but losses, weak recent performance, and elevated earnings risk leave the evidence mixed. 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.
| Revenue is expected to stabilize near $1.1 million per quarter. |
| Intact |
| Quarterly revenue falls below $1 million for two consecutive quarters |
Revenue: $1.153M FY2026-Q2; GAAP. Published target: >= $1.1 million per quarter. Target period is not explicitly aligned with this observation. Aug 14, 20261,153,000 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. |
Complete Rights Offering to raise $45.2 million | LGL aims to raise about $45.2 million through a Rights Offering. | Intact | Rights Offering raises less than $40 million by 2026-Q2 | 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 1 of 2 supplied quarters. Management reported: “The Company issued 1,051,664 shares of common stock, par value $0.01 (the "Common Stock"), representing 100% of the shares issuable Rights Offering In July 2026, LGL Group completed a transferable subscription rights offering (the "Rights Offering") generating roughly $41.8 million, increasing cash and cash equivalents and marketable securities to over $86.0 million.” Delivery assessment Nov 4, 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.
$0.02 → $0.10 · observed estimates
$0.00B → $0.01B · 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 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-07-25 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-07-26 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-07-27 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-07-28 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-07-29 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-07-30 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-07-31 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-01 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-02 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-03 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-04 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-05 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-06 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-07 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-08 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-09 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-10 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-12 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-13 | $0.02 | $5,700,000 | 1 / 1 |
| 2026-08-14 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-15 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-16 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-17 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-18 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-19 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-20 | $0.02 | $3,800,000 | 1 / 1 |
| 2026-08-21 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-22 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-23 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-24 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-25 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-26 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-27 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-28 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-29 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-30 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-08-31 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-01 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-02 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-03 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-04 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-05 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-06 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-07 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-08 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-09 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-10 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-11 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-12 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-13 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-14 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-15 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-16 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-17 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-18 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-19 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-20 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-21 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-22 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-23 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-24 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-25 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-26 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-27 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-28 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-29 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-09-30 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-01 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-02 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-03 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-04 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-05 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-06 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-07 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-08 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-09 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-10 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-11 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-12 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-13 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-14 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-15 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-16 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-17 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-18 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-19 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-20 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-21 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-22 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-23 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-24 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-25 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-26 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-27 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-28 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-29 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-30 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-10-31 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-11-01 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-11-02 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-11-03 | $0.10 | $8,199,999 | 1 / 1 |
| 2026-11-04 | $0.10 | $8,199,999 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 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.