Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
Seneca Foods Corp. (SENEB)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-11-04
$147.28-0.69%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 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
14.57 → 14.57 EPS · FY ending Mar 31, 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 SENEB 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 |
|---|---|---|---|---|
free cash flow yield around 15% | Free cash flow yield is strong at 15%. | Intact | free cash flow yield falls below 15% | Free cash flow yield: 22.64% As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202622.64 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. |
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.
This is a cyclical Consumer Staples business with robust earnings quality and stable management. The long-term thesis is intact and recently shifted from mixed to mildly favorable, though the evidence snapshot gives only medium overall confidence.
SENEB is described as cheap versus peers, and the priced-in tag is justified with low fragility. The expectations gap is negative, but the snapshot does not explain its scale or meaning, so what the market assumes is only partly clear.
Recent financial performance is strong and in the top half of the industry, which supports the view that the business case remains intact. Near term, earnings risk is elevated because results have been erratic and the company has missed in recent quarters.
A weakening jobs report could raise recession concerns and weigh more heavily on cyclical companies. The Consumer Staples tailwind may continue if sector peers KHC, GIS, and SJM keep beating earnings and raising guidance, or fade if they miss or guide lower.
Over the next 1 to 3 years, the long-term thesis rests on sustained strong business performance and a supportive sector backdrop, with near-term earnings misses and recession fears as key risks. 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.
| Profit margins stay near current levels. |
| Broken |
| profit margin falls significantly below current TTM level |
Net margin: 5.93% FY2027-Q2; GAAP. Published target: maintain profit margin near current TTM level. Target percentage unit is not explicit. Nov 4, 20265.933941 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. |
annual revenue growth near 9% | A primary condition in Seneca Foods Corp.'s published investment case. The stated target is >=8.9% YoY. | Intact | YoY revenue growth falls below 8.9% next year | Revenue growth: 0% FY2027-Q2; GAAP. Published target: >=8.9% YoY. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Nov 4, 20260 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. |
PE ratio remains below peer median | A supporting condition in Seneca Foods Corp.'s published investment case. The stated target is PE <= 13.03. | Intact | PE ratio rises above peer median of 13.03 | P/E (TTM): 9.18x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 20269.1846 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.
$13.93 → $14.57 · observed estimates
$1.87B → $1.94B · 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 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-07-25 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-07-26 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-07-27 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-07-28 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-07-29 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-07-30 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-07-31 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-01 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-02 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-08-03 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-08-04 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-05 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-08-06 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-08 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-08-09 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-08-10 | Unavailable | $1,868,000,000 | — / 1 |
| 2026-08-12 | $13.93 | $1,868,000,000 | 6 / 1 |
| 2026-08-13 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-14 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-15 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-16 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-17 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-18 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-19 | $13.93 | $1,868,000,000 | 1 / 1 |
| 2026-08-20 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-21 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-22 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-23 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-24 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-25 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-26 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-27 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-28 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-29 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-30 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-08-31 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-01 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-02 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-03 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-04 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-05 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-06 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-07 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-08 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-09 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-10 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-11 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-12 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-13 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-14 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-15 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-16 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-17 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-18 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-19 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-20 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-21 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-22 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-23 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-24 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-25 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-26 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-27 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-28 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-29 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-09-30 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-01 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-02 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-03 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-04 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-05 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-06 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-07 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-08 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-09 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-10 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-11 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-12 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-13 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-14 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-15 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-16 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-17 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-18 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-19 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-20 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-21 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-22 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-23 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-24 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-25 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-26 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-27 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-28 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-29 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-30 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-10-31 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-11-01 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-11-02 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-11-03 | $14.57 | $1,937,000,000 | 1 / 1 |
| 2026-11-04 | $14.57 | $1,937,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Monthly analyst history is unavailable.
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.
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.