Expectations trend
FY2028 · fiscal year ending 2028-05-02 · fmp
Methode Electronics, Inc. (MEI)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$10.16-23.44%
Close 2026-11-05 · 1-day change
NYSEInformation 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
0.15 → 0.15 EPS · FY ending May 2, 2028 · 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 5, 2026 to Nov 4, 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 MEI 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 |
|---|---|---|---|---|
Adjusted EBITDA between $72M and $82M for fiscal 2027 | Management targets adjusted EBITDA near $77 million despite recent misses. | Improving | Adjusted EBITDA falls below $72 million in fiscal 2027 | 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: “Adjusted EBITDA, a non-GAAP financial measure, was $13.7 million, or 5.2% of net sales, compared to $15.7 million, or 6.5% of net sales, in the same quarter of fiscal 2026.” “For fiscal 2027, the Company expects net sales to be in the range of $1,025 million to $1,075 million and Adjusted EBITDA to be in the range of $72 million to $82 million.” |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-05-02 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 2, 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 higher-risk business with a recovery-oriented thesis, not a steady earnings compounder today. The thesis state is watch: recent momentum and the signal improved, but confidence is medium and performance remains below its industry cohort.
The valuation evidence is mixed: MEI is described as cheap versus peers, while another measure shows a modest premium to peers. The expectations gap is strongly negative, but model confidence is low, so the market’s assumptions are unclear and the valuation signal is not decisive.
In the near term, sales progress supports management’s fiscal 2027 goal, while latest-quarter adjusted EBITDA was lower year over year and earnings results have been erratic. Management has kept its EBITDA guidance, but meeting it remains a watch item; capital spending is also expected to rise modestly from fiscal 2026.
The multi-year thesis depends on MEI sustaining sales growth while keeping adjusted EBITDA within its fiscal 2027 range. Near-term, a guidance cut would be a meaningful negative; easing interest rates or steadier results from technology peers could support the sector backdrop, though neither is assured.
MEI shows better recent momentum and progress toward its sales goal, but profitability, uneven execution, and elevated risk leave the 1-to-3-year thesis unresolved. 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 recovers to positive by FY28 | A supporting condition in Methode Electronics, Inc.'s published investment case. The stated target is >= $0.66 per share. | Broken | EPS remains negative or declines further by FY28 | 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. |
Fiscal 2027 net sales between $1,025M and $1,075M | Methode Electronics aims to grow sales to $1.05 billion in fiscal 2027. | Intact | Fiscal 2027 net sales fall below $1,025 million | Revenue: $265.4M FY2027-Q1; GAAP. Published target: >= $1,025 million and <= $1,075 million. Annual target cannot be compared with a quarterly or TTM observation. Sep 2, 2026265,400,000 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: “Guidance For fiscal 2027, the Company affirmed its previous guidance expectation.” “For fiscal 2027, the Company expects net sales to be in the range of $1,025 million to $1,075 million and Adjusted EBITDA to be in the range of $72 million to $82 million.” Revenue was $233.700 million in 2026-Q3. 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.
$0.27 → $0.15 · observed estimates
$1.10B → $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 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-25 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-26 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-27 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-28 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-29 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-30 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-07-31 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-01 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-02 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-03 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-04 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-05 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-06 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-07 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-08 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-09 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-10 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-12 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-13 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-14 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-15 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-16 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-17 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-18 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-19 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-20 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-21 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-22 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-23 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-24 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-25 | $0.27 | $1,104,780,667 | 1 / 2 |
| 2026-08-26 | $0.15 | $1,112,335,500 | 2 / 2 |
| 2026-08-27 | $0.15 | $1,112,335,500 | 2 / 2 |
| 2026-08-28 | $0.15 | $1,112,335,500 | 2 / 2 |
| 2026-08-29 | $0.15 | $1,112,335,500 | 2 / 3 |
| 2026-08-30 | $0.15 | $1,112,335,500 | 2 / 3 |
| 2026-08-31 | $0.15 | $1,112,335,500 | 2 / 3 |
| 2026-09-01 | $0.15 | $1,112,335,500 | 2 / 3 |
| 2026-09-02 | $0.15 | $1,112,335,500 | 2 / 3 |
| 2026-09-03 | $0.15 | $1,112,335,500 | 2 / 3 |
| 2026-09-04 | $0.16 | $1,112,329,750 | 2 / 3 |
| 2026-09-05 | $0.16 | $1,117,619,750 | 2 / 3 |
| 2026-09-06 | $0.16 | $1,117,619,750 | 2 / 3 |
| 2026-09-07 | $0.16 | $1,117,619,750 | 2 / 3 |
| 2026-09-08 | $0.16 | $1,117,619,750 | 2 / 3 |
| 2026-09-09 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-10 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-11 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-12 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-13 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-14 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-15 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-16 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-17 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-18 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-19 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-20 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-21 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-22 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-23 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-24 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-25 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-26 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-27 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-28 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-29 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-09-30 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-01 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-02 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-03 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-04 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-05 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-06 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-07 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-08 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-09 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-10 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-11 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-12 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-13 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-14 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-15 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-16 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-17 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-18 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-19 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-20 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-21 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-22 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-23 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-24 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-25 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-26 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-27 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-28 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-29 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-30 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-10-31 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-11-01 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-11-02 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-11-03 | $0.15 | $1,122,407,750 | 2 / 3 |
| 2026-11-04 | $0.15 | $1,122,407,750 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 2 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.