Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
PREFORMED LINE PRODUCTS COMPANY (PLPC)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
$252.03-11.63%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
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
14.26 → 14.28 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 6, 2026 to Nov 5, 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 PLPC 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 |
|---|---|---|---|---|
Dividend per share remains at $0.21 | The dividend per share remains stable at $0.21. | Intact | Dividend per share falls below $0.21 | Dividend per share: $0.21 per share FY2026-Q3; GAAP. Published target: >= $0.21 per share. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 20260.21 USD/share · source valueLast status assessment Nov 5, 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.
Next earnings date unavailable
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.
PLPC is an industrial business with a growth-and-execution thesis, rather than a turnaround story. Its multi-year thesis is intact, supported by strong recent results, though company momentum has weakened and the signal has shifted from favorable to mildly favorable.
The evidence describes PLPC as cheap versus peers, while its expectations gap is negative, meaning market expectations appear above the model’s view. The priced-in assessment calls expectations justified and fragility low, so the evidence does not point to a heavily fragile setup.
Near-term results show strong execution: Q3 sales rose 18% year over year, and gross margin expanded by 370 basis points. Management’s sales-growth priority is on track, while domestic investment and margin improvement are mixed because higher costs remain an offset; the sector backdrop is a headwind.
The near-term risk is whether PLPC cuts guidance on its next call, which would be a meaningful negative; the supplied estimate puts miss risk at 28%, though the watch tier is quiet. Over the multi-year view, energy and communications demand, continued margin execution, and domestic operating investment matter, while industrial bellwethers’ results could strengthen or weaken the sector backdrop.
For the next 1 to 3 years, PLPC’s thesis rests on sustained sales growth and margin gains overcoming cost pressure and sector risk. Recent results support the thesis, but weaker momentum and the possibility of lower guidance remain important uncertainties. 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.
| A primary condition in PREFORMED LINE PRODUCTS COMPANY's published investment case. The stated target is >= $8.70. |
| Broken |
| EPS falls below $8.70 in FY26 |
Diluted EPS: $3.56 per share FY2026-Q3; GAAP. Published target: >= $8.70. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 20263.56 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income stays at or above $13.7 million in Q1 2026 | Operating income rose to $13.7 million in Q1 2026. | Intact | Operating income falls below $13.7 million in Q1 2026 | Operating income: $24.897M FY2026-Q3; GAAP. Published target: >= $13.7 million. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 202624,897,000 USD · source valueLast status assessment Nov 5, 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.
$11.29 → $14.28 · observed estimates
$0.83B → $0.87B · 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 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-25 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-26 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-27 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-28 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-29 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-30 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-07-31 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-01 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-02 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-03 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-04 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-05 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-06 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-07 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-08 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-09 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-10 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-12 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-13 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-14 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-15 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-16 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-17 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-18 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-19 | $11.29 | $833,000,000 | 1 / 1 |
| 2026-08-20 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-21 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-22 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-23 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-24 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-25 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-26 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-27 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-28 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-29 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-30 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-08-31 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-01 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-02 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-03 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-04 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-05 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-06 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-07 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-08 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-09 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-10 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-11 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-12 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-13 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-14 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-15 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-16 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-17 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-18 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-19 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-20 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-21 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-22 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-23 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-24 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-25 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-26 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-27 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-28 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-29 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-09-30 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-01 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-02 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-03 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-04 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-05 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-06 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-07 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-08 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-09 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-10 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-11 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-12 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-13 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-14 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-15 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-16 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-17 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-18 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-19 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-20 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-21 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-22 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-23 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-24 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-25 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-26 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-27 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-28 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-29 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-30 | $14.26 | $878,000,000 | 1 / 1 |
| 2026-10-31 | $14.28 | $869,000,000 | 1 / 1 |
| 2026-11-01 | $14.28 | $869,000,000 | 1 / 1 |
| 2026-11-02 | $14.28 | $869,000,000 | 1 / 1 |
| 2026-11-03 | $14.28 | $869,000,000 | 1 / 1 |
| 2026-11-04 | $14.28 | $869,000,000 | 1 / 1 |
| 2026-11-05 | $14.28 | $869,000,000 | 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 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.