Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Myers Industries, Inc. (MYE)
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 2026-11-04
$26.80-6.26%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryPackaging & ContainersSnapshot 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
2.00 → 2.11 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 MYE 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 |
|---|---|---|---|---|
Earnings per share growth to about $1.87 next year | Recent earnings beats support its ability to grow earnings to about $1.87 per share next year. | Intact | EPS falls below $1.60 in FY27 | Diluted EPS: $-0.02 per share FY2026-Q3; GAAP. Published target: >=$1.87 EPS. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 2026-0.02 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. |
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.
This is a transformation and growth thesis, with Infrastructure as a key source of expansion. The multi-year view is still open, but its state is watch: recent results were mixed, and confidence in the assessment is high.
MYE is expensive versus peers, with a valuation premium of 1.23 and an expectations gap of 0.35. The pricing signal is tagged unjustified, while the low fragility reading means no warning gates were triggered; together, these point to a valuation that leaves limited room for execution to disappoint.
Near term, results look uneven: after revenue rose from Q1 to Q2, both revenue and operating income fell sequentially in Q3, with resin costs and product mix pressuring results. Infrastructure revenue remains above Q1 and grew year over year in Q3, but growth slowed from Q2; the recent earnings miss, erratic surprises, and sharp drop in company momentum keep execution risk in focus.
The multi-year thesis depends on the transformation translating into steadier commercial growth and stronger cost control, alongside continued Infrastructure expansion. Near term, a guidance cut on the next call would be a meaningful negative; results and guidance from sector bellwethers TRS, KRT, and PACK could either support or weaken the sector backdrop.
For the next 1 to 3 years, MYE combines an Infrastructure growth opportunity with mixed execution, a fresh earnings miss, and expensive valuation versus peers. The thesis hinges on management turning stated priorities into more consistent results. 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.
| The company shows strong profit margins with a price-to-earnings ratio near 23. |
| Improving |
| Operating margin falls below 12% |
Operating margin: 8.66% FY2026-Q3; GAAP. Published target: >=14% operating margin. Target period is not explicitly aligned with this observation. Oct 29, 20268.660558 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. |
Moderate growth in Industrial segment sales | A primary condition in Myers Industries, Inc.'s published investment case. The stated target is >=3% annual growth. | Intact | Industrial segment revenue growth falls below 0% year-over-year | 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. |
Strong growth in Infrastructure segment sales | A primary condition in Myers Industries, Inc.'s published investment case. The stated target is >=8% annual growth. | Intact | Infrastructure segment revenue growth falls below 3% year-over-year | 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.
$1.87 → $2.11 · observed estimates
$0.67B → $0.72B · 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 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-25 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-26 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-27 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-28 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-29 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-30 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-07-31 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-08-01 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-08-02 | $1.87 | $673,500,000 | 1 / 1 |
| 2026-08-03 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-04 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-05 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-06 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-07 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-08 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-09 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-10 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-12 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-13 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-14 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-15 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-16 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-17 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-18 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-19 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-20 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-21 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-22 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-23 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-24 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-25 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-26 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-27 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-28 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-29 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-30 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-08-31 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-01 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-02 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-03 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-04 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-05 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-06 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-07 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-08 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-09 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-10 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-11 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-12 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-13 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-14 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-15 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-16 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-17 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-18 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-19 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-20 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-21 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-22 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-23 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-24 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-25 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-26 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-27 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-28 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-29 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-09-30 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-01 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-02 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-03 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-04 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-05 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-06 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-07 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-08 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-09 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-10 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-11 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-12 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-13 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-14 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-15 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-16 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-17 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-18 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-19 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-20 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-21 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-22 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-23 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-24 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-25 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-26 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-27 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-28 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-29 | $2.00 | $693,600,000 | 1 / 1 |
| 2026-10-30 | $2.11 | $718,300,000 | 1 / 1 |
| 2026-10-31 | $2.11 | $718,300,000 | 1 / 1 |
| 2026-11-01 | $2.11 | $718,300,000 | 1 / 1 |
| 2026-11-02 | $2.11 | $718,300,000 | 1 / 1 |
| 2026-11-03 | $2.11 | $718,300,000 | 1 / 1 |
| 2026-11-04 | $2.11 | $718,300,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 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.
Next earnings date unavailable
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.