Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 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
3.36 → 3.36 EPS · FY ending Jun 30, 2028 · 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 PDEX 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 |
|---|---|---|---|---|
Successful integration of Advanced Precision Machining | A supporting condition in Pro-Dex, Inc.'s published investment case. The stated target is acquisition delivers expected operational benefits by end 2026. | Intact | acquisition fails to improve manufacturing or growth by end 2026 | 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. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · 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.
PDEX is a small-cap medical-device company with a growth thesis tied to its next-generation handpiece and acquisitions. Its multi-year view remains intact, though the latest results show a split picture: revenue is growing, while reported earnings momentum weakened.
The evidence describes PDEX as cheap versus peers, with valuation expectations below the model’s baseline. The priced-in assessment is justified and fragility is low, but valuation rose recently even as company momentum fell, leaving less support from improving momentum.
Near-term, revenue growth has continued, led mainly by medical devices and including the next-generation handpiece, while legacy-handpiece repair revenue declined. APM is contributing revenue, but realized machining-capacity gains are not yet quantified; Monogram validation-unit shipments also remain unconfirmed in the available results. Risk is elevated: the latest event list includes an earnings miss, and a guidance cut would be a meaningful negative.
Over the next few quarters, the thesis depends on continued handpiece growth, clearer gains from APM, and delivery on Monogram validation units. A weakening jobs trend could add pressure through recession concerns, while continued strong results and guidance from healthcare bellwethers could support sector momentum.
For the next 1 to 3 years, PDEX’s growth case is still supported by recent revenue performance, but execution, earnings consistency, and elevated risk remain central. The valuation looks cheap versus peers, yet the recent earnings miss and drop in momentum warrant attention. 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.
| It aims for $3.27 EPS in fiscal 2026. |
| Improving |
| EPS falls below $3.27 in fiscal 2026 |
Diluted EPS: $0.92 per share FY2027-Q1; GAAP. Published target: >=3.27 USD per share. Target period is not explicitly aligned with this observation. Oct 29, 20260.92 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. |
Revenue grows at least 8.7% next year | A primary condition in Pro-Dex, Inc.'s published investment case. The stated target is >=8.7% YoY revenue growth. | Improving | revenue growth falls below 8.7% next 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. |
Maintain valuation discount to peers | A supporting condition in Pro-Dex, Inc.'s published investment case. The stated target is PE remains below 20. | Intact | PE rises above 20 without earnings growth | P/E (TTM): 17.37x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202617.3718 ratio · calculatedLast 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.
$3.36 → $3.36 · observed estimates
$0.09B → $0.09B · 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 |
|---|---|---|---|
| 2026-09-12 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-13 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-14 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-15 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-16 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-17 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-18 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-19 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-20 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-21 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-22 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-23 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-24 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-25 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-26 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-27 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-28 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-29 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-09-30 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-01 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-02 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-03 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-04 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-05 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-06 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-07 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-08 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-09 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-10 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-11 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-12 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-13 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-14 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-15 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-16 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-17 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-18 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-19 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-20 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-21 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-22 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-23 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-24 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-25 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-26 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-27 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-28 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-29 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-30 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-10-31 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-11-01 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-11-02 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-11-03 | $3.36 | $86,800,000 | 1 / 1 |
| 2026-11-04 | $3.36 | $86,800,000 | 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.
4 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.