Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Reading International Inc (RDI)
NASDAQCommunication ServicesEntertainmentSnapshot 2026-11-04
$1.65-1.79%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesEntertainmentSnapshot 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
0.06 → 0.06 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 RDI 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 |
|---|---|---|---|---|
Deliver a strong 2026 performance | The company targets a strong 2026 performance. | Intact | earnings and revenue fall short of 2026 targets | 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. |
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 13, 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.
RDI is a high-risk operating-improvement story, not a proven durable compounder, because the business is still loss-making overall. Its thesis state is intact, but the signal has shifted from mildly favorable to mixed.
The valuation model describes RDI as cheap versus peers, but confidence in that comparison is low. The expectations gap is slightly negative, while the priced-in assessment is labeled justified and fragility is low, so the evidence does not point to unusually fragile expectations.
Near term, results may remain uneven: the snapshot flags erratic earnings surprises and a 40% miss probability, while the sector backdrop is a headwind. Management has improved cinema revenue and segment results in Q2, but overall earnings remain loss-making; cost reduction is mixed and asset monetization has yet to produce reported proceeds.
The multi-year thesis hinges on continued improvement in the global cinema business, lower overhead, and progress raising liquidity through asset sales. Near term, a guidance cut would be a meaningful negative; Fed rate cuts or stronger results and guidance from sector peers could provide support to the sector backdrop.
Over the next one to three years, RDI’s thesis remains intact but uncertain, with operating improvement competing against losses, limited liquidity progress, and high risk. The evidence is mixed, and sustained delivery is the key test. 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.
| Reading International aims to improve its global cinema business. |
| Improving |
| no measurable improvement in cinema business by FY26 |
Q2 2026 record revenue vs FY26 qualitative target Q2 2026 record revenue and cinema property sale indicate progress, despite Q1 2026 earnings miss. 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 2 supplied quarters. Management reported: “With respect to Q2 2026, and compared to Q2 2025, our global cinemas reported (i) $63.0 million in cinema revenue, representing an 11% increase and the highest quarterly result since Q4 2019, and (ii) Segment Operating Income of $9.2 million, representing a 68% increase and the best second quarter result since Q2 2019.” “ Cinema Business · With respect to Q1 2026, and compared to Q1 2025, our global cinemas reported (i) $41.5 million in cinema revenue, representing a 14% increase, and (ii) an operating loss of $1.3 million, representing a 70% improvement.” Revenue was $66.896 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Return to profitability with positive EPS | A primary condition in Reading International Inc's published investment case. The stated target is EPS >= $0.06 in FY27. | Improving | EPS remains negative or below $0.06 in FY27 | Diluted EPS: $0.10 per share FY2026-Q2; GAAP. Published target: EPS >= $0.06 in FY27. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 20260.1 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. |
Achieve revenue growth near analyst expectations | A supporting condition in Reading International Inc's published investment case. The stated target is >=11% revenue growth next 12 months. | Intact | revenue growth falls below 11% next 12 months | 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.
$0.06 → $0.06 · observed estimates
$0.24B → $0.24B · 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 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-25 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-26 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-27 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-28 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-29 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-30 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-07-31 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-01 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-02 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-03 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-04 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-05 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-06 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-07 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-08 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-09 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-10 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-12 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-13 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-14 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-15 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-16 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-17 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-18 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-19 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-20 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-21 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-22 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-23 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-24 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-25 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-26 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-27 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-28 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-29 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-30 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-08-31 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-01 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-02 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-03 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-04 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-05 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-06 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-07 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-08 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-09 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-10 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-11 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-12 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-13 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-14 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-15 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-16 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-17 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-18 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-19 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-20 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-21 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-22 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-23 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-24 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-25 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-26 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-27 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-28 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-29 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-09-30 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-01 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-02 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-03 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-04 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-05 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-06 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-07 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-08 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-09 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-10 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-11 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-12 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-13 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-14 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-15 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-16 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-17 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-18 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-19 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-20 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-21 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-22 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-23 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-24 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-25 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-26 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-27 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-28 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-29 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-30 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-10-31 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-11-01 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-11-02 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-11-03 | $0.06 | $243,084,000 | 1 / 1 |
| 2026-11-04 | $0.06 | $243,084,000 | 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.
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.