Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
LeMaitre Vascular (LMAT)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
$83.49-5.04%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 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
3.18 → 3.18 EPS · FY ending Dec 31, 2027 · 6 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 6 to 6; 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 LMAT 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 |
|---|---|---|---|---|
Dividend per share grows to $0.25 in Q1 2026 | A supporting condition in LeMaitre Vascular's published investment case. The stated target is >=$0.25. | Intact | Dividend per share falls below $0.20 | Dividend per share: $0.25 per share FY2026-Q2; GAAP. Published target: >=$0.25. Target period is not explicitly aligned with this observation. Aug 5, 20260.25 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. Management context |
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.
LMAT is a growing healthcare business with a sector tailwind, rather than a turnaround story. Its long-term thesis is intact, supported by strong recent financial performance and stable management, but recent earnings misses and elevated risk leave execution under scrutiny.
The valuation evidence describes LMAT as cheap versus peers, with a small expectations gap and a justified priced-in assessment. This suggests the market is not assuming flawless execution, though the evidence does not quantify what earnings growth is already expected.
Near term, revenue and operating income are growing in line with management’s stated priorities, and 2026 guidance calls for continued growth. However, LMAT missed its most recent quarter and has a run of consecutive misses, so guidance delivery remains a risk. A recent president transition adds a change to monitor, while the evidence on its effect is limited.
The multi-year thesis depends on continued revenue growth and improved operating income, alongside management delivering its 2026 guidance. A guidance cut would be a meaningful negative, while continued earnings strength from healthcare peers could support the sector backdrop. Weaker jobs data could raise recession concerns and weigh on cyclical businesses.
Over the next 1 to 3 years, LMAT’s growth record and sector tailwind support an intact long-term thesis, but earnings execution is the central uncertainty after the latest miss. 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.
Stated in 2 of 4 supplied quarters. Management reported: “Margin (Mid) 30% 29% EPS $0.79 - $0.84 (Mid $0.81, +35%.) $2.93 - $3.08 (Mid $3.00, +19%, +26% adj.) Quarterly Dividend On April 28, 2026, the Company’s Board of Directors approved a quarterly dividend of $0.25/share of common stock.” “+22%) Quarterly Dividend On February 19, 2026, the Company’s Board of Directors approved a 25% increase to the quarterly dividend to $0.25/share of common stock.”
EPS reaches about $3.00 in FY26 | A primary condition in LeMaitre Vascular's published investment case. The stated target is ~$3.00. | Broken | EPS falls below $2.48 in FY26 | Diluted EPS: $0.74 per share FY2026-Q2; GAAP. Published target: ~$3.00. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 20260.74 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. |
Operating margin near 27% in FY25 | A primary condition in LeMaitre Vascular's published investment case. The stated target is >=27%. | Intact | Operating margin falls below 24% | Operating margin: 28.98% FY2026-Q2; GAAP. Published target: >=27%. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202628.983263 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 4 supplied quarters. Management reported: “Chairman/CEO George LeMaitre said, “Higher ASPs, geographic expansion and disciplined spending produced 11% sales growth and 42% EPS growth in Q1.” “Chairman/CEO George LeMaitre said, “International Artegraft growth, higher ASPs and disciplined spending produced 16% Q4 sales growth and 47% op.” Operating income was $20.399 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Revenue grows to about $280M in FY26 | LeMaitre Vascular grows revenue about 11% yearly, reaching $280M in 2026. | Under Pressure | Revenue falls below $247M in FY26 | Revenue: $70.382M FY2026-Q2; GAAP. Published target: ~$280M. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202670,382,000 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.
$3.26 → $3.18 · observed estimates
$0.31B → $0.30B · 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 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-07-25 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-07-26 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-07-27 | $3.26 | $305,755,733 | 6 / 6 |
| 2026-07-28 | $3.26 | $305,755,733 | 6 / 6 |
| 2026-07-29 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-07-30 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-07-31 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-08-01 | $3.26 | $305,755,733 | 6 / 6 |
| 2026-08-02 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-08-03 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-08-04 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-08-05 | $3.26 | $305,757,330 | 9 / 9 |
| 2026-08-06 | $3.26 | $305,755,733 | 6 / 6 |
| 2026-08-07 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-08 | $3.21 | $304,017,670 | 9 / 9 |
| 2026-08-09 | $3.21 | $304,017,670 | 9 / 9 |
| 2026-08-10 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-12 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-13 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-14 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-15 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-16 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-17 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-18 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-19 | $3.20 | $303,473,256 | 6 / 6 |
| 2026-08-20 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-21 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-22 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-23 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-24 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-25 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-26 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-27 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-28 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-29 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-30 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-08-31 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-01 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-02 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-03 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-04 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-05 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-06 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-07 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-08 | $3.18 | $302,919,913 | 6 / 6 |
| 2026-09-09 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-10 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-11 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-12 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-13 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-14 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-15 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-16 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-17 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-18 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-19 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-20 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-21 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-22 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-23 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-24 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-25 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-26 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-27 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-28 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-29 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-09-30 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-01 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-02 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-03 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-04 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-05 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-06 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-07 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-08 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-09 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-10 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-11 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-12 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-13 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-14 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-15 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-16 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-17 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-18 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-19 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-20 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-21 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-22 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-23 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-24 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-25 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-26 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-27 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-28 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-29 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-30 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-10-31 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-11-01 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-11-02 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-11-03 | $3.18 | $302,922,250 | 6 / 6 |
| 2026-11-04 | $3.18 | $302,922,250 | 6 / 6 |
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 · 4 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.
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.