Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Lumexa Imaging Holdings, Inc. (LMRI)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$13.21+0.84%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 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
0.83 → 0.83 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 5 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 LMRI 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 |
|---|---|---|---|---|
Achieve $234 to $242 million Adjusted EBITDA in 2026 | Profit targets are $234 to $242 million in adjusted EBITDA. | Intact | Adjusted EBITDA falls below $234 million in 2026 | 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 2 of 2 supplied quarters. Management reported: “The midpoint of $238 million is unchanged.” “This includes approximately $7 million of public company costs that were not incurred in 2025.” |
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.
This is a growth-oriented healthcare services business with an expansion strategy, rather than a clearly established durable compounder. Its long-term thesis remains insufficiently clear because the recent financial record is limited, management is rated neutral, and near-term risk is elevated.
The evidence tags expectations as justified and reports low valuation-model confidence, so the valuation read is uncertain. The expectations gap is negative, but the evidence does not define its scale or provide a peer comparison, making a stronger claim about how much optimism is priced in unwarranted.
Near term, revenue and adjusted EBITDA have risen from Q1 to Q2, and management reaffirmed 2026 revenue guidance while narrowing its EBITDA range. The company is adding imaging centers and partnerships, though expansion progress is mixed; a run of recent earnings misses makes the next results an important risk. Over the multi-year view, continued growth depends on execution and sustained sector support.
The near-term downside scenario is a guidance cut or further weakening in jobs data, which could increase recession concerns for cyclical healthcare names. A favorable scenario is continued earnings strength and higher guidance from sector bellwethers, which could support healthcare-sector momentum. LMRI’s own guidance delivery and the results of its expansion remain key swing factors.
Over the next 1 to 3 years, LMRI’s long-term thesis combines growing revenue and active expansion with meaningful execution and earnings risks. The evidence is not yet strong enough to call the thesis settled. 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.
EPS around $0.74 in 2026 | A supporting condition in Lumexa Imaging Holdings, Inc.'s published investment case. The stated target is ~$0.74 per share. | Intact | EPS falls below $0.71 per share in 2026 | Diluted EPS: $0.03 per share FY2026-Q2; GAAP. Published target: ~$0.74 per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 20260.03 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. |
Expand joint ventures and partnerships to support revenue growth | A supporting condition in Lumexa Imaging Holdings, Inc.'s published investment case. The stated target is Sustain or increase partnership activity in 2026. | Intact | No new partnerships or JV expansions announced in 2026 | 1 new JV (HSS) + expansion vs 0 trip threshold Lumexa formed a joint venture with Hospital for Special Surgery in June 2026 and outlined its expansion in August 2026. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve $1.045 to $1.097 billion revenue in 2026 | A primary condition in Lumexa Imaging Holdings, Inc.'s published investment case. The stated target is ~$1.07 billion. | Intact | Annual revenue falls below $1.045 billion in 2026 | Revenue: $264.162M FY2026-Q2; GAAP. Published target: ~$1.07 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 2026264,162,000 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “C., August 12, 2026, Lumexa Imaging (Nasdaq: LMRI), one of the nation’s largest providers of outpatient imaging services, today reported results for the second quarter ended June 30, 2026, and updated its full year 2026 outlook.” ““In Q1, we delivered several meaningful achievements to kick off a year of executing on our strategic priorities.”” Revenue was $264.162 million in 2026-Q2. 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.
$0.85 → $0.83 · observed estimates
$1.12B → $1.12B · 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 | $0.85 | $1,124,807,179 | 4 / 6 |
| 2026-07-25 | $0.85 | $1,124,807,179 | 4 / 6 |
| 2026-07-26 | $0.85 | $1,124,807,179 | 4 / 6 |
| 2026-07-27 | $0.85 | $1,124,807,179 | 4 / 6 |
| 2026-07-28 | $0.85 | $1,124,807,179 | 4 / 6 |
| 2026-07-29 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-07-30 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-07-31 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-01 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-02 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-03 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-04 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-05 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-06 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-07 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-08 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-09 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-10 | $0.90 | $1,124,829,080 | 5 / 7 |
| 2026-08-12 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-13 | $0.90 | $1,124,822,290 | 5 / 7 |
| 2026-08-14 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-15 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-16 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-17 | $0.85 | $1,124,807,222 | 4 / 6 |
| 2026-08-18 | $0.85 | $1,124,807,222 | 5 / 6 |
| 2026-08-19 | $0.85 | $1,124,807,222 | 5 / 6 |
| 2026-08-20 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-21 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-22 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-23 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-24 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-25 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-26 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-27 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-28 | $0.82 | $1,124,114,355 | 4 / 6 |
| 2026-08-29 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-08-30 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-08-31 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-09-01 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-09-02 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-09-03 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-09-04 | $0.87 | $1,124,114,355 | 4 / 6 |
| 2026-09-05 | $0.86 | $1,124,542,926 | 4 / 6 |
| 2026-09-06 | $0.86 | $1,124,542,926 | 4 / 6 |
| 2026-09-07 | $0.86 | $1,124,542,926 | 4 / 6 |
| 2026-09-08 | $0.87 | $1,124,542,926 | 4 / 6 |
| 2026-09-09 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-10 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-11 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-12 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-13 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-14 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-15 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-16 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-17 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-18 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-19 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-20 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-21 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-22 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-23 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-24 | $0.83 | $1,124,542,926 | 4 / 6 |
| 2026-09-25 | $0.83 | $1,124,087,560 | 4 / 6 |
| 2026-09-26 | $0.83 | $1,124,087,560 | 5 / 6 |
| 2026-09-27 | $0.83 | $1,124,087,560 | 5 / 7 |
| 2026-09-28 | $0.83 | $1,124,087,560 | 5 / 7 |
| 2026-09-29 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-09-30 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-10-01 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-10-02 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-10-03 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-10-04 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-10-05 | $0.83 | $1,124,070,060 | 5 / 7 |
| 2026-10-06 | $0.83 | $1,124,395,609 | 5 / 7 |
| 2026-10-07 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-08 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-09 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-10 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-11 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-12 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-13 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-14 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-15 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-16 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-17 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-18 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-19 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-20 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-21 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-22 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-23 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-24 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-25 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-26 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-27 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-28 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-29 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-30 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-10-31 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-11-01 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-11-02 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-11-03 | $0.83 | $1,124,395,609 | 6 / 7 |
| 2026-11-04 | $0.83 | $1,124,395,609 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 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 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.