Expectations trend
FY2027 · fiscal year ending 2027-10-31 · fmp
Limoneira Co. (LMNR)
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-11-04
$10.41-1.05%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 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
0.45 → 0.45 EPS · FY ending Oct 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 1, 2026 to Oct 31, 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 LMNR 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 |
|---|---|---|---|---|
Avocado volume guidance at least 5.5 million pounds | Limoneira raised avocado volume guidance to 5.5-6.5 million pounds. | Intact | avocado volume guidance falls below 5.0 million pounds | 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. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-10-31 · 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.
This is a high-risk agricultural growth and execution story, not a proven durable compounder. The long-term thesis is on watch: avocado volumes are growing, but recent financial performance is weak and management execution is rated volatile.
LMNR trades at a substantial premium to peers, and the evidence describes that premium as durable. The expectations gap is high, while the priced-in assessment calls the valuation unjustified; fragility is rated low because the full mix of expensive valuation, weak results, and turbulence is not present.
Near term, earnings risk is elevated after a run of misses, and the risk label recently moved from moderate to elevated. Management raised fiscal 2026 avocado volume guidance, and Q3 pounds sold rose year over year, but avocado revenue fell and the operating loss widened despite lower SG&A. The recent earnings miss and COO transition add uncertainty.
The multi-year thesis needs avocado volume growth to translate into stronger revenue and improved operating results, while management delivers the stated annual SG&A savings. Near term, a guidance cut after the recent increase would weaken management credibility, and weaker employment data could weigh on cyclical businesses. Continued earnings strength and higher guidance from sector peers such as ADM, TSN, and BG would support the sector backdrop.
Over the next 1 to 3 years, LMNR’s case depends on turning higher avocado volumes and cost reductions into sustained operating improvement. The premium valuation, weak results, and elevated risk make execution the central issue. 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.
| It keeps paying a dividend of $0.075 per share. |
| Intact |
| dividend per share falls below $0.07 |
Dividend per share: $0.07 per share FY2026-Q1; GAAP. Published target: >=$0.07 per share. The stored target says 2026-Q2; this source reports FY2026-Q1. Fiscal/calendar alignment needs review. Mar 12, 20260.075 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. |
EPS improves to positive 0.51 next fiscal year | Analysts expect revenue to grow about 8% next year. | Broken | EPS remains negative or below 0.20 | 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. |
Revenue growth of at least 7.9% next year | Analysts expect revenue to grow about 8% next year. | Improving | revenue growth falls below 5% YoY | 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. |
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.
$0.51 → $0.45 · observed estimates
$0.15B → $0.14B · 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 | $0.51 | $146,354,670 | 3 / 3 |
| 2026-07-25 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-07-26 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-07-27 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-07-28 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-07-29 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-07-30 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-07-31 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-01 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-02 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-03 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-04 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-05 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-06 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-07 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-08 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-09 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-10 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-12 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-13 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-14 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-15 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-16 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-17 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-18 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-19 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-20 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-21 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-22 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-23 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-24 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-25 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-26 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-27 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-28 | $0.51 | $146,354,667 | 2 / 2 |
| 2026-08-29 | $0.55 | $150,688,000 | 2 / 2 |
| 2026-08-30 | $0.55 | $150,688,000 | 2 / 2 |
| 2026-08-31 | $0.55 | $150,688,000 | 2 / 2 |
| 2026-09-01 | $0.55 | $150,688,000 | 2 / 2 |
| 2026-09-02 | $0.55 | $150,688,000 | 2 / 2 |
| 2026-09-03 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-04 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-05 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-06 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-07 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-08 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-09 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-10 | $0.55 | $150,688,000 | 3 / 3 |
| 2026-09-11 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-12 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-13 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-14 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-15 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-16 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-17 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-18 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-19 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-20 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-21 | $0.48 | $141,658,667 | 3 / 3 |
| 2026-09-22 | $0.45 | $141,658,667 | 3 / 3 |
| 2026-09-23 | $0.45 | $141,658,667 | 3 / 3 |
| 2026-09-24 | $0.45 | $141,658,667 | 3 / 3 |
| 2026-09-25 | $0.45 | $141,658,667 | 3 / 3 |
| 2026-09-26 | $0.45 | $141,658,667 | 2 / 3 |
| 2026-09-27 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-09-28 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-09-29 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-09-30 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-01 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-02 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-03 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-04 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-05 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-06 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-07 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-08 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-09 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-10 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-11 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-12 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-13 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-14 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-15 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-16 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-17 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-18 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-19 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-20 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-21 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-22 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-23 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-24 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-25 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-26 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-27 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-28 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-29 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-30 | $0.45 | $141,658,667 | 2 / 2 |
| 2026-10-31 | $0.45 | $141,658,667 | 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.
Dec 22, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 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.