Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
Prestige Consumer Healthcare (PBH)
NYSEHealth CareMedical - PharmaceuticalsSnapshot 2026-11-04
$53.28+7.55%
Close 2026-11-04 · 1-day change
NYSEHealth CareMedical - PharmaceuticalsSnapshot 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
5.13 → 5.13 EPS · FY ending Mar 31, 2028 · 5 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 5; 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 PBH 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 |
|---|---|---|---|---|
Revenue near $1.11 billion in fiscal 2027 | Revenue is expected near $1.11 billion in fiscal 2027. | Intact | revenue falls below $1.0 billion in FY27 | Revenue: $265.71M FY2027-Q1; GAAP. Published target: ~$1.11B. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026265,710,000 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 3 supplied quarters. Management reported: “These acquisitions add nearly 20% to our revenue base and we expect the acquisitions to become increasingly accretive to profitability and cash flow as we move past the near-term and begin to realize business synergies and our brand growth objectives,” Mr. Lombardi concluded.” |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-31 · 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.
PBH is an acquisition-led healthcare business with a mixed execution record, rather than a simple steady-growth story. Its multi-year view is intact, though the recent signal has softened from favorable to mildly favorable.
The evidence describes PBH as cheap versus peers, with a negative expectations gap, meaning expectations appear lower than the valuation model’s view of the business. Pricing is tagged as justified, and no fragility concerns were flagged.
Near-term results have been strong overall, and management raised its fiscal 2027 revenue outlook after acquisitions added nearly 20% to the revenue base. Profitability remains mixed: operating income declined, while adjusted free cash flow increased. Recent earnings misses and a downward trend in earnings surprises temper the otherwise strong picture.
Over the next few quarters, a reversal of recently raised guidance would damage management credibility. A further weakening in job growth could also raise recession concerns for cyclical healthcare names, while continued strength among sector peers could support the broader backdrop. Over the multi-year view, the key test is whether acquisitions translate into better operating income while free cash flow stays strong.
PBH’s 1-to-3-year thesis is intact, with peer-relative cheapness and acquisition-driven revenue growth balanced by uneven profitability and execution risk. 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.
Manage debt from acquisitions without hurting financial health | A supporting condition in Prestige Consumer Healthcare's published investment case. The stated target is Maintain manageable debt levels and credit agreements. | Intact | Debt or credit issues impair operations or capital costs rise sharply | Qualitative condition This condition has no defined numerical measure. 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. |
Free cash flow at least $250 million in fiscal 2027 | A supporting condition in Prestige Consumer Healthcare's published investment case. The stated target is >=250 million USD. | Intact | free cash flow falls below $200 million in FY27 | Free cash flow: $67.085M FY2027-Q1; GAAP. Published target: >=250 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202667,085,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Adjusted diluted EPS near $4.46 in fiscal 2027 | Revenue is expected near $1.11 billion in fiscal 2027. | Intact | EPS falls below $4.2 in FY27 | 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.
$4.90 → $5.13 · observed estimates
$1.27B → $1.38B · 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 | $4.90 | $1,272,913,314 | 2 / 3 |
| 2026-07-25 | $5.07 | $1,382,878,000 | 3 / 3 |
| 2026-07-26 | $5.07 | $1,382,878,000 | 3 / 3 |
| 2026-07-27 | $5.07 | $1,382,878,000 | 3 / 3 |
| 2026-07-28 | $5.07 | $1,382,878,000 | 3 / 3 |
| 2026-07-29 | $5.07 | $1,382,878,000 | 3 / 3 |
| 2026-07-30 | $5.07 | $1,382,878,000 | 3 / 3 |
| 2026-07-31 | $4.90 | $1,272,913,314 | 2 / 3 |
| 2026-08-01 | $4.90 | $1,272,913,314 | 2 / 3 |
| 2026-08-02 | $4.96 | $1,322,439,250 | 5 / 4 |
| 2026-08-03 | $4.90 | $1,275,216,600 | 3 / 4 |
| 2026-08-04 | $4.96 | $1,322,439,250 | 5 / 4 |
| 2026-08-05 | $4.90 | $1,275,216,600 | 3 / 4 |
| 2026-08-06 | $4.90 | $1,275,216,600 | 3 / 4 |
| 2026-08-07 | $4.90 | $1,275,216,594 | 3 / 4 |
| 2026-08-08 | $5.04 | $1,333,351,400 | 5 / 5 |
| 2026-08-09 | $5.04 | $1,333,351,400 | 5 / 5 |
| 2026-08-10 | $5.04 | $1,333,351,400 | 5 / 5 |
| 2026-08-12 | $5.06 | $1,345,385,860 | 7 / 7 |
| 2026-08-13 | $4.90 | $1,275,216,594 | 3 / 4 |
| 2026-08-14 | $4.90 | $1,275,216,594 | 3 / 4 |
| 2026-08-15 | $4.90 | $1,275,216,594 | 4 / 5 |
| 2026-08-16 | $4.90 | $1,275,216,594 | 4 / 5 |
| 2026-08-17 | $4.90 | $1,275,216,594 | 4 / 5 |
| 2026-08-18 | $4.90 | $1,275,216,594 | 4 / 5 |
| 2026-08-19 | $4.90 | $1,275,216,594 | 4 / 5 |
| 2026-08-20 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-21 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-22 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-23 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-24 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-25 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-26 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-27 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-28 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-29 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-30 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-08-31 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-01 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-02 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-03 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-04 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-05 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-06 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-07 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-08 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-09 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-10 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-11 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-12 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-13 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-14 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-15 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-16 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-17 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-18 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-19 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-20 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-21 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-22 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-23 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-24 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-25 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-26 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-27 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-28 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-29 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-09-30 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-01 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-02 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-03 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-04 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-05 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-06 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-07 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-08 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-09 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-10 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-11 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-12 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-13 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-14 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-15 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-16 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-17 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-18 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-19 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-20 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-21 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-22 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-23 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-24 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-25 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-26 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-27 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-28 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-29 | $5.13 | $1,383,630,386 | 5 / 6 |
| 2026-10-30 | $5.13 | $1,383,242,257 | 5 / 6 |
| 2026-10-31 | $5.13 | $1,383,242,262 | 5 / 6 |
| 2026-11-01 | $5.13 | $1,383,242,262 | 5 / 6 |
| 2026-11-02 | $5.13 | $1,383,242,262 | 5 / 6 |
| 2026-11-03 | $5.13 | $1,383,242,262 | 5 / 6 |
| 2026-11-04 | $5.13 | $1,383,242,300 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 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.
Nov 5, 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.