Expectations trend
FY2028 · fiscal year ending 2028-05-30 · fmp
Resources Connection, Inc. (RGP)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-11-04
$2.63-2.59%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsConsulting ServicesSnapshot 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 RGP 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 |
|---|---|---|---|---|
Simplify business portfolio via divestitures | A primary condition in Resources Connection, Inc.'s published investment case. The stated target is complete key divestitures within next 4 quarters. | Intact | no significant divestitures completed by 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. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-05-30 · 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.
This is a high-risk cyclical business with a turnaround element, not a proven durable compounder. The long-term thesis is in a watch state after several months, with weak recent performance and volatile management execution.
The valuation evidence is mixed: one measure describes RGP as cheap versus peers, while another shows a 14% premium, and model confidence is low. The expectations gap is negative, which suggests expectations are not supportive; the evidence does not establish that the shares are clearly mispriced.
Near term, lower revenue and billable hours point to continued operating pressure, even as lower SG&A shows some cost control. Management has repeated its cost, On-Demand Talent, and Consulting priorities, but progress is mixed and the latest operating result remains a loss. The recent earnings beat is a positive event, while the CFO transition adds uncertainty.
Over the next few quarters, the thesis hinges on whether cost reductions can support profitability as demand stabilizes and Consulting and On-Demand Talent recover. Sector bellwether results could signal whether the Industrials backdrop remains supportive or weakens. A further weakening in jobs data would add risk for this cyclical business.
For the 1-to-3-year view, RGP has some evidence of cost discipline but no clear proof yet that its revenue decline and losses are turning around. The thesis depends on improved demand and stronger execution, with a weak sector backdrop as a key 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.
| A primary condition in Resources Connection, Inc.'s published investment case. The stated target is achieve positive operating cash flow within next 4 quarters. |
| Under Pressure |
| operating cash flow remains negative through FY27 |
Cash from operations: $-18.861M FY2027-Q1; GAAP. Published target: achieve positive operating cash flow within next 4 quarters. Annual target cannot be compared with a quarterly or TTM observation. Oct 7, 2026-18,861,000 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. |
Maintain quarterly dividend of $0.07 per share | It keeps paying a steady dividend of $0.07 per share. | Intact | dividend cut or suspension before 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. Management contextStated in 2 of 3 supplied quarters. Management reported: “We are addressing this with urgency by continuing to strengthen sales execution, improving Consulting project staffing and related utilization, and ongoing efforts to reduce our cost structure.” “As a result, our priorities continue to be refocusing our On-Demand Talent segment offerings, scaling our Consulting segment, pursuing AI as both a client-service and an internal opportunity, streamlining how we operate and aligning our cost structure with our revenue levels.” Delivery assessment Nov 4, 2026 |
Stabilize revenue decline | A primary condition in Resources Connection, Inc.'s published investment case. The stated target is revenue decline less than -5% YoY next fiscal year. | Broken | revenue decline exceeds -10% YoY in FY27 | Revenue growth: -18.42% FY2027-Q1; GAAP. Published target: revenue decline less than -5% YoY next fiscal year. Annual target cannot be compared with a quarterly or TTM observation. Oct 7, 2026-18.416522 percent · 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.
$0.06 → $-0.23 · observed estimates
$0.46B → $0.43B · 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 | $455,283,000 | 1 / 1 |
| 2026-07-25 | $0.06 | $455,283,000 | 1 / 1 |
| 2026-07-26 | $-0.07 | $453,522,000 | 1 / 1 |
| 2026-07-27 | $-0.07 | $453,522,000 | 1 / 1 |
| 2026-07-28 | $-0.07 | $453,522,000 | 1 / 1 |
| 2026-07-29 | $-0.07 | $453,522,000 | 1 / 1 |
| 2026-07-30 | $-0.07 | $453,522,000 | 1 / 2 |
| 2026-07-31 | $-0.07 | $453,522,000 | 1 / 2 |
| 2026-08-01 | $-0.07 | $453,522,000 | 1 / 2 |
| 2026-08-02 | $-0.07 | $453,522,000 | 1 / 2 |
| 2026-08-03 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-04 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-05 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-06 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-08 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-09 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-10 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-12 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-13 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-14 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-15 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-16 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-17 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-18 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-19 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-20 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-21 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-22 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-23 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-24 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-25 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-26 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-27 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-28 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-29 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-30 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-08-31 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-01 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-02 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-03 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-04 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-05 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-06 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-07 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-08 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-09 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-10 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-11 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-12 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-13 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-14 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-15 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-16 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-17 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-18 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-19 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-20 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-21 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-22 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-23 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-24 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-25 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-26 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-27 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-28 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-29 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-09-30 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-01 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-02 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-03 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-04 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-05 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-06 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-07 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-08 | $-0.07 | $453,522,000 | 2 / 2 |
| 2026-10-09 | $-0.16 | $441,188,667 | 2 / 2 |
| 2026-10-10 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-11 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-12 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-13 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-14 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-15 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-16 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-17 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-18 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-19 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-20 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-21 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-22 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-23 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-24 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-25 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-26 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-27 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-28 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-29 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-30 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-10-31 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-11-01 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-11-02 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-11-03 | $-0.23 | $433,000,000 | 2 / 2 |
| 2026-11-04 | $-0.23 | $433,000,000 | 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 · 0 Hold · 1 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.
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.