Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Enviri Corporation (NVRI)
NYSEIndustrialsWaste ManagementSnapshot 2026-11-04
$23.36+13.90%
Close 2026-11-05 · 1-day change
NYSEIndustrialsWaste ManagementSnapshot 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
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for NVRI 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 |
|---|---|---|---|---|
Maintain Adjusted EBITDA near $65 million in Q1 2026 | Adjusted EBITDA was $65 million in Q1 2026, showing some financial stability. | Under Pressure | Adjusted EBITDA falls below $50 million in Q1 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 3 of 3 supplied quarters. Management reported: “4 2026 Outlook The Company is reaffirming its 2026 Adjusted EBITDA guidance for Harsco Environmental and Harsco Rail, with key business drivers as follows: Harsco Environmental Adjusted EBITDA of $170 million to $180 million, which is modestly above prior-year results at the mid-point of the range.” “2026 Outlook The Company is reaffirming its 2026 Adjusted EBITDA guidance for Harsco Environmental and Harsco Rail as well as Proforma Adjusted EBITDA for New Enviri of approximately $140 million (at guidance range mid-point).” |
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 5, 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 investment represents a turnaround situation, as NVRI is currently loss-making and has volatile management. The thesis is in a watch state, reflecting concerns about recent earnings misses and sector headwinds.
The market seems to price in a justified valuation, indicating that NVRI is viewed as cheap compared to peers. However, there is a notable expectations gap, suggesting that the market anticipates further challenges ahead.
Management has made progress in improving cash flow from operations, but overall financial performance remains weak. The near-term risk of missing earnings again is significant, especially given the company's recent history.
The future of NVRI hinges on the performance of sector bellwethers like WM, RSG, and CLH. If these companies continue to perform well, it could provide a tailwind for NVRI; conversely, any negative guidance from them could further pressure NVRI's performance.
In the 1 to 3 year view, NVRI's prospects are uncertain and heavily dependent on external factors and management execution. 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.
Complete sale of Clean Earth and spin-off by Q2 2026 | Enviri is selling its Clean Earth segment by mid-2026. | Recovered | Sale not completed by end of Q2 2026 | Sale completed 2026-06-01 vs Q2 2026 target June 1, 2026 filings confirm completion of the Spin-Off and Merger, satisfying the Q2 2026 deadline. 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. Management contextStated in 2 of 3 supplied quarters. Management reported: ““We remain on track to complete the sale of Clean Earth and the separation of Harsco Environmental and Harsco Rail in the second quarter, unlocking significant sum-of-the-parts value and marking an important milestone for the Company.”” ““We remain on track to close our $3 billion sale of Clean Earth in mid-2026, which will unlock significant sum-of-the-parts value in the Company when completed.” Delivery assessment Nov 4, 2026 |
Increase net cash from operating activities to $22 million in Q1 2026 | Cash from operations rose to $22 million in Q1 2026. | Improving | Operating cash flow falls below $15 million in Q1 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. |
Revenue near $1.2 billion in FY 2026 | A primary condition in Enviri Corporation's published investment case. The stated target is >= $1.2 billion in FY 2026. | Intact | Revenue falls below $1 billion in FY 2026 | Revenue: $187.342M FY2026-Q2; GAAP. Published target: >= $1.2 billion in FY 2026. Target period is not explicitly aligned with this observation. Aug 11, 2026187,342,000 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 3 of 3 supplied quarters. Management reported: “4 2026 Outlook The Company is reaffirming its 2026 Adjusted EBITDA guidance for Harsco Environmental and Harsco Rail, with key business drivers as follows: Harsco Environmental Adjusted EBITDA of $170 million to $180 million, which is modestly above prior-year results at the mid-point of the range.” “2026 Outlook The Company is reaffirming its 2026 Adjusted EBITDA guidance for Harsco Environmental and Harsco Rail as well as Proforma Adjusted EBITDA for New Enviri of approximately $140 million (at guidance range mid-point).” 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 → $-0.27 · observed estimates
$1.66B → $1.66B · 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 | $1,664,533,333 | 1 / 1 |
| 2026-07-25 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-07-26 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-07-27 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-07-28 | $0.01 | $1,307,550,000 | 2 / 2 |
| 2026-07-29 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-07-30 | $0.01 | $1,307,550,000 | 2 / 2 |
| 2026-07-31 | $-0.15 | $1,307,550,000 | 3 / 2 |
| 2026-08-01 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-02 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-03 | $-0.15 | $1,307,550,000 | 3 / 2 |
| 2026-08-04 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-05 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-06 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-07 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-08 | $-0.15 | $1,307,550,000 | 3 / 2 |
| 2026-08-09 | $-0.15 | $1,307,550,000 | 3 / 2 |
| 2026-08-10 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-12 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-13 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-14 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-15 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-16 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-17 | $-0.27 | $1,664,533,333 | 1 / 1 |
| 2026-08-18 | $-0.27 | $1,664,533,333 | 1 / 2 |
| 2026-08-19 | $-0.27 | $1,664,533,333 | 1 / 2 |
| 2026-08-20 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-21 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-22 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-23 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-24 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-25 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-26 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-27 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-28 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-29 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-30 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-08-31 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-01 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-02 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-03 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-04 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-05 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-06 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-07 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-08 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-09 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-10 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-11 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-12 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-13 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-14 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-15 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-16 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-17 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-18 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-19 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-20 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-21 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-22 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-23 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-24 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-25 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-26 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-27 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-28 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-29 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-09-30 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-01 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-02 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-03 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-04 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-05 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-06 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-07 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-08 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-09 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-10 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-11 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-12 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-13 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-14 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-15 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-16 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-17 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-18 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-19 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-20 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-21 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-22 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-23 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-24 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-25 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-26 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-27 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-28 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-29 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-30 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-10-31 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-11-01 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-11-02 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-11-03 | $-0.27 | $1,664,533,333 | 2 / 2 |
| 2026-11-04 | $-0.27 | $1,664,533,333 | 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.
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.